When analyzing your strategic next steps as a small business owner, an official business valuation is critically important! Valuations provide an objective, clear, data-driven assessment of what the business is truly worth in the current market, rather than relying on emotional estimates, rule-of-thumb multiples, or seller/buyer wishful thinking. When preparing to sell, negotiating a strategic partnership, evaluating estate planning, gift/tax purposes, applying for funding, or making a critical strategic decision, the valuation report will help the owner set a firm, realistic valuation that provides clarity.

For small business prospective buyers, a small business valuation offers confidence in the foundational financial elements of the opportunity by uncovering normalized earnings and add-backs, highlighting risks, and supporting smarter financing decisions with lenders or 3rd parties who often require an independent valuation.

In summary, skipping or skimping on a proper valuation is one of the fastest ways to leave significant money on the table or create a misstep within strategic planning. Contact us today to discuss which option below is best for you – and skip the guesswork by anchoring yourself with a professional small business valuation.

• 20+ pages; ideal for buying or selling a business.
• This report provides a quick and affordable way to establish a market price.
• Includes valuation summary based on market and asset approaches.
• Market approach includes sales and SDE multiples.
• Ideally for small businesses with less than $2M in annual revenue.
• Prepared by an NACVA Certified Appraiser.
• Payment due at time of engagement.
• Report turnaround is 2-3 weeks after all data is collected.
• Business lifetime 100% credit applied at closing when business is listed and transacted with Transworld Business Advisors of Cincinnati and Northern Kentucky.

• 35+ pages; this report provides more in-depth analysis with a quick turnaround to support buying or selling a business.
• Includes everything in the Essentials Report plus EBITDA multiples (if applicable), capitalization of cash flow method, multi-stage growth method, financials and industry benchmarking ratios.
• Prepared by an NACVA Certified Appraiser.
• Payment due at time of engagement.
• Report turnaround is 3-4 weeks after all data is collected.
• Business lifetime 100% credit applied at closing when business is listed and transacted with Transworld Business Advisors of Cincinnati and Northern Kentucky.

• 65+ pages; ideal for more complex business acquisitions and divestitures, IRS submissions, legal issues, partner disputes, and some bank loan reports – especially when substantiating information will be presented to third parties.
• Summary reports can be easily read by non-financial professionals who need to quickly understand the valuation of the company.
• Prepared by an NACVA Certified Appraiser.
• Payment due at time of engagement.
• Report turnaround is 4-6 weeks after all data is collected.
• Business lifetime 100% credit applied at closing when business is listed and transacted with Transworld Business Advisors of Cincinnati and Northern Kentucky.