Business Valuation Checklist So You Can Value Your Business Property Or Know How To Buy One
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How To Value Your Business Checklist
By David Seay, CCIM, BIC, REDM, CIPS, REALTOR, Co-Owner: The Brokerage Real Estate And Business Brokerage
Items you need to properly price your business:
Tax Returns For Past Three Years (Filed)
Current Year Balance Sheet
Current Year Profit And Loss
Seller Discretionary Adjustments
Description: Each business owner spends money differently. Sellers need to “add back” the qualifying expenses to show the true, higher earnings a business makes. This is more of a cash adjustment as any good business owner with any good CPA will be looking for the maximum deductions.
Access to your CPA or Bookkeeper
Business Debt Schedule
A Credible Business Broker Who Can Value, Present And Defend Your Valuation
An Attorney Capable Of Representing You And Closing Your Transaction
A Clear Transition Plan
A Confidentiality Agreement (AKA NDA)
What happens next?
Using the above information, we will build a complimentary valuation and price your business. We approach it very much like a real estate appraisal in our presentation so it is easily understood and reliable. We use a forward looking approach, an asset value approach and a discounted cash flow approach. These values can be reconciled or you can select the valuation that best works for your objectives. The same can be used for a buyer seeking to pay a fair price when they buy a business. We will also provide a complimentary phone call or meeting to go over all the information and determine if it is time to sell, buy or simply make changes to your business to set you up for a successful sale or purchase later.
If you would be interested in discussing this information or have a business opportunity evaluated, you can simply text the word “Business Valuation Checklist” to 843-364-6720, which is my personal phone.
David Seay
