Are You Confident

in the Value

of Your Business?

Your business is your legacy. Whether you’re planning to sell, secure funding, or simply understand your market position, a professional business valuation is the cornerstone of making informed decisions.

Your business is your legacy.

Whether you’re planning to sell, secure funding, or simply understand your market position, a professional business valuation is the cornerstone of making informed decisions.

With a business valuation

You can move forward with important transactions in confidence

Mergers and Acquisitions

Sales and Divestitures

Buy/Sell Agreements

Share Redemptions

Business Planning

Retirement/Succession Planning

Employee Benefit Plans

Which Valuation Report is Right for You?

Business valuation reports can be prepared for many different purposes. That's why we offer two types of business valuation reports: Informational Valuations (Broker Opinion of Value Reports) and Certified Valuations.


Informational

Informational Valuation Reports

Informational Valuation Reports are less time-intensive to produce and more affordable.

20-30+ pages, these reports provide valuable insight to establish a market price, support exit planning or inform internal business planning decisions.

This report is best suited for individuals who don’t need a certified valuation and are comfortable with more limited procedures and reporting.

Common Uses:

🀝 - Buying a business

πŸ”‘ - Selling a business

πŸ’Έ - Partner buy-in/buy-outs

πŸ“ˆ - Exit planning

Certified

Certified Business Valuation Reports

Certified Reports are prepared by a certified business appraiser.

Include in-depth written analysis of the nature & history of company, industry & economy, financial analysis and conclusion of value.

This type of report is best when you expect a lot of scrutiny over the value or when there is a high level of interest in detailed support and explanation of the valuation.

Common Uses:

🎁 - Gift / estate planning

πŸ’Ό - Employee benefit plans

βš–οΈ - Litigation

🀝 - Partner dispute resolution

🏦 - Bank loans

πŸ’” - Divorces

What is a Business Valuation?

Business valuations, also known as appraisals, are carried out by certified professionals who follow strict standards set by trusted organizations.

When you get a valuation from a firm with certified experts, you can trust that it’s reliable and credible.

I'm Scott Davis, working with the National Association of Certified Valuators and Analysts (NACVA), the gold standard in the industry, and I successfully exited my own business for $6 million in 2022. With that firsthand experience, you can trust that you're in good hands with me.

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Scott Davis

Business Broker & Valuation Expert

OUR TEAM

Meet Our Awesome Team

Scott Davis

Working through the National Association of Certified Valuators and Analysts (NACVA), I bring both professional and personal experience to the table. Having successfully exited my own business for $6 million in 2022, I understand the complexities and challenges of valuing and selling a business firsthand. You can rely on my expertise to provide you with an accurate, trustworthy valuation that helps you make informed decisions for your future.

Frequently Ask Question

Why do so many businesses struggle to sell?

Up to 80% of businesses fail to sell due to financing issues. The primary reason is the gap between the sales price agreed with the buyer and the loan amount approved by lenders, which makes it difficult to finalize the sale.

How can a prequalified appraisal help me?

A prequalified appraisal gives you an upfront understanding of how much your business can be financed for, reducing the risk of financing issues and increasing the chances of a successful sale.

Why is there often a difference between the sales price and loan approval?

Lenders tend to take a more conservative approach to financing compared to the higher values business owners may expect. This cautious lending approach often results in a valuation gap that can create financing challenges during the sale process.

Post Address and Mail

Address

Waco TX πŸ‡ΊπŸ‡Έ

Get In Touch

Assistance Hours

Mon – Sat 9:00am – 5:00pm

Sunday – CLOSED

Phone Number:

+1 (254) 709-8534

New York, NY, USA

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