For most business owners and entrepreneurs, their company is by far their largest asset, many times making up as much as 80% of their net worth. Correctly valuing that business can make the difference between having a business that sells and one that doesn’t. Our professional valuation experts give advice and consultation on a wide range of valuation matters. Our professionals are accredited and provide valuation support for transaction support, tax matters, litigation matters, and business planning needs.
We are routinely engaged for valuation assignments relating to:
- M&A Transaction Support (selling or acquiring a company)
- Exit Planning / Pre-exit Analysis
- SBA Loans
- Buy-sell Agreements
- Trust and Estate Valuation Services
- Litigation Support (commercial litigation, shareholder disputes)
- Divorce Matters
- Financial Reporting
What we DO
Selling a Business
Your company is probably your largest asset. A business valuation for selling a company just makes good sense.
Thinking about retirement? Planning for a sale? A business valuation typically is the starting point of any sound exit planning process.
Buying a Business
Smart entrepreneurs routinely retain us to understand price early and gain a roadmap for impending price negotiations.
Beacon Exit Advisors provides business valuations in support of buy-sell agreements, to include buy-ins and buy-outs, as well as shareholder disputes.
A core part of our practice is preparing business appraisals for SBA loans, as required by the SBA SOP.
Issuing options or equity compensation? We perform appraisals for 409(a) reporting requirements.
Estate and Gift
We perform company valuations in support of various gifting strategies, as well as in support of probate requirements.
How to get started
Getting started is easy. Our pricing is almost always on a flat fee basis, and is always driven by scope of work on a project. We’ll jump on a quick call to understand your requirements, provide a quote, and gets docs out to get the ball rolling.