BUSINESS VALUATION

BUSINESS VALUATION OLYMPIA WA

Business Valuation Olympia WA

As a small business owner or professional you will run into situations where you need to professionally “value” your business. Business valuations are often done as part of any divorce or estate planning or asset/financial related process you are going through. Business Valuation Olympia WA.

Insurance salesmen will often request a business valuation to determine the size of certain types of insurance policies.  Business valuations are often conducted when you are anticipating a financial event in your business such as adding a partner or equity owner; the creation of a ESOP (Employee Stock Ownership Program); or prior to distributions to one or more investors.

Whatever the reason McSwain and Company, PS has developed a cost effective method of preparing business valuation work through a nationwide network of valuation experts, including CPAs, ASAs, CVAs, business brokers, and consultants that small business owners can utilize to cost efficiently determine the value of their business.

We and our affiliates have participated in hundreds of valuations of business interests in over 100 industries. We have valued all forms of business ownership:

  • Tangible and Intangible Assets
  • Common Stock
  • Preferred Notes
  • Promissory Notes
  • Limited Partnership Interests
  • General Partnership Interests
  • Minority and Controlling Interests
  • Stock Options and Warrants

For all kinds of purposes:

  • Divorces
  • Gifts
  • Estates
  • Purchase or Sale of Interests
  • Buy/Sell Agreements
  • Subchapter S Conversions
  • Bankruptcy
  • ESOPs
  • SFAS 141, 142
  • IRS 409a

We think that by now, we must have seen everything at least once. Our team approach to preparing a business valuation allows us to charge you rates which are fair and reasonable. Below is a table outlining the different levels of valuations we typically perform:

BUSINESS VALUATION FEATURES SUMMARY BUY-SELL STANDARD HEAVY
Typical Pages 30-50 40-70 60-90 80-120
Transaction data sources Single Multiple Multiple Multiple
Company Description Brief – several paragraphs Brief – several paragraphs Standard approx 2 pages Expanded usually 4-8 pages
Supplementary text (approach, economic outlook, 50-60) None None Standard Standard
Risk analysis vs. industry Summary Standard Standard Standard
Financial projections None Summary Summary Detailed Projections – I/S, B/S, C/F, Ratios
Industry analysis None None Brief Expanded
Methods Up to 8, excludes DFE, DCF, Div Cap All appropriate All appropriate All appropriate
Conclusion / Opinion vs. Indications / Estimate Indication Indication Opinion Opinion
  SUMMARY BUY-SELL STANDARD HEAVY

If you don’t know the difference between the different types of business valuations like a Standard or Heavy, don’t worry. Just give me a call I can explain in 5-10 minutes about the differences and if you give me some background about you and your business, I can suggest what type or level of valuation you may want to use.

To Get Started:

To start the business valuation process, send me an email at chuck@mcswaincpa.net or call me, Chuck McSwain, CPA at 800-282-1301 extension 218.

I’ll need to ask you some preliminary questions to determine if and what type of valuation you may want to use. The general questions will be:

  1. What is the INDUSTRY your company is in?
  2. I’ll ask you WHY you think a valuation needed?

I’ll need to know what is the SIZE of your company (size in revenue dollars)

The Valuation Process:

The entire business process consists of only a few steps so you do not need to invest an inordinate amount of time in it and therefore continue to run your business. We’ll also work directly with your accountant, CPA or attorney when needed. The steps are:

  1. You contact us for a brief conversation / question-and-answer session that lets us know your industry, why your valuation is needed, and the size of your company.
  2. We will send an engagement letter to you that you will sign and send back to us with your full payment amount of the valuation.
  3. You send/mail/fax/email us your last 5 years of corporate tax returns or financial statements for us to begin the work on your valuation.
  4. We are usually processing several business valuations at any one time and our average turnaround time is normally 3-4 weeks.
  5. We will complete the valuation and immediately email you a PDF copy while putting your official hard copy in the mail to you.

You’ll receive your business valuation and we will schedule a phone call to review the documents and answer any questions you have about the valuation.


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