Why Do I Need a Business Valuation?

A Business Valuation is an important tool because it helps to validate and benchmark the true worth of your company. Once you know the value of your business, you can concentrate your resources on maintaining and increasing its value.

Why FORTUNE?

Our practical knowledge of market values comes from our daily involvement with Business Sales and Mergers and Acquisitions. Our inside-out knowledge of Business Sales and M&A results in valuations that are more accurate and credible than valuations prepared by companies that don't have our market expertise.  Additionally, since we specialize in valuations we are able to offer prices at 50-75% less than that of accounting firms.

How We Do It

At FORTUNE, we begin the valuation process by collecting financial and business data.  We then perform a thorough business review and financial analysis along with collecting and reviewing internal and external value drivers.

A Business Valuation prepared by a valuation expert serves as a credible value benchmark. Our business valuations are fully documented in a detailed written report and provide you with a realistic, credible, and defendable value of your company.

When Is a Business Valuation Needed

  • Estate Planning
  • Buy-out Agreements
  • Disability, Divorce and Death 
  • Business Loans
  • Business Sale
  • Business Succession Planning

Which Business Valuation Is Right For Me?

1. Summary Valuation.  A summary valuation for less complex  businesses or businesses with annual sales of less than $1million. This report is 35- 40 pages.

 

2. Formal Valuation.  A full scope valuation for more complex businesses or businesses with annual sales of $1 to $3 million. This report is 50- 70 pages. 

 

3. Merger & Acquisition Valuation.  A comprehensive valuation designed for larger or complex businesses with annual sales in excess of $3 million. This report is 80-100 pages.

 

4. Comprehensive Business Plan -- designed for existing businesses for the purpose of planning, growth plans, obtaining new customers, business loans, mergers, acquisitions or buyouts. This report is 30-40 pages.

 

 

You will be pleasantly surprised to learn that we are Business Advisors, rather than Business Brokers

 
space


pointyWhite Papers
pointyFAQ
 
We Transfer Business Success™
FORTUNE Corporate office- 502-244-0480 • info@fortunebta.com • Copyright 1998- 2010 © FORTUNEBTA