Uncover the RIGHT Worth of Your Business through a Precision Valuation
– 20 years business valuation experience
– Certified by a Certified Public Accountant
– More than 1,000 clients served
– One week turnaround time
Why do you need a Business Valuation?
• Valuations/Appraisals of Business Interests and Securities (Control and Minority Interest)
• 409a Valuations for Issuing Stock Options
• Independent ESOP Valuations for ESOP Trustees
• Valuations for Mergers & Acquisitions
• Valuations for Stock Incentive Programs (Restricted Stock, Stock Appreciation Rights)
• Valuations for Life Insurance Funding
• Valuations for Estate and Gift Tax Purposes
• Valuations for Litigation Purposes
• Fairness Opinions
What to Expect from a Valuation; The Process
Small business valuation is a complex process that involves determining the economic worth of a small company. The valuation process typically follows several key steps,
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Small Business Valuation |
Basic Valuation |
Premium Detailed Valuation |
Onsite Premium Detailed Valuation |
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$1,495 |
$2,995 |
$4,995 |
$7,995 |
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Certified Report |
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Accredited Appraiser |
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Fair Market Conclusion |
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Explaination of Valuation Conclusion |
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Earnings Capacity Analysis |
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Financial Market and Economy Analysis |
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10-12 Page Report |
15-20 Page Report |
20-35 Page Report |
20-35 Page Report |
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One Valuation Method |
Up to 2 Valuation Methods |
Up to 4 Valuation Methods |
Up to 4 Valuation Methods |
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Detailed Financial Projections |
Detailed Financial Projections |
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Discounted Cashflow Analysis |
Discounted Cashflow Analysis |
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Leverage Buyout (LBO) Analysis |
Leverage Buyout (LBO) Analysis |
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Waited Average Cost Of Capital (WACC) Calculation |
Waited Average Cost Of Capital (WACC) Calculation |
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Competitive Analysis |
Competitive Analysis |
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Industry Analysis |
Industry Analysis |
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Onsite Interview & Facility Tour |
John Kamm
Managing Partner
John has 20 years of business valuation, merger & acquisition, and capital raising experience. John graduated with a Bachelors of Science from the University of Colorado and holds a Masters of Business Administration in Entrepreneurship and Venture Capital Management from Waseda University.
Carol Ng
Derivative/Hedge Valuation
Carol Ng's prior experiences include assisting commercial real estate firms, regional banks, credit unions, and private equity firms with managing interest rate and FX exposures. She also spent time at Western Union as part of the capital markets team managing FX risk for their money transfer business. She is passionate about fintech, capital markets, and client services. Carol graduated from Brigham Young University with an M.B.A. and is a Chartered Financial Analyst.