Certified Business Valuations

SBA Business Valuations

GET A QUOTE

Fast and accurate valuations provided by our in-house team including M&A professionals, a certified appraiser and financial analysts in 7-10 business days. Guaranteed!

Expedited services are available for an additional charge.

SBA SOP Compliant

Excellent Customer Service

Competitive Pricing

Fast Turnaround Time

ENGAGE

1. Discuss engagement with client

2. Agree on terms (price and turnaround time)

3. Retain

4. Sign electronic engagement letter

PREPARE

1. Upload documents to a share-drive

2. Gather Company background data

3. Conduct industry and economic research

4. Management interviews

1. Financial data

2. Assess all methods of valuation (Asset, Market and Income approach)

3. Identify the most appropriate method

4. Conduct valuation with supporting analysis

1. Send draft report to lender/user of the report

2. Finalize invoice

ANALYZE

FINALIZE

DELIVERY

Send final report to lender/user of the report

Valuation Process

Compliant with SBA SOP requirements (latest version) as an “independent business valuation from a qualified source”

Compiled by a CBA or CVA (‘qualified source’ as per the SOP)

Uniform Standards of Professional Appraisal Practice (USPAP) Compliant

Typically 90-100 pages with all add-back proof appended

Income, Market and Asset Approach analyzed (as applicable)

If the amount being financed (including any 7(a), 504, seller, or other financing) minus the appraised value of real estate and/or equipment being financed is greater than $250,000 or if there is a close relationship between the buyer and seller (for example, transactions between existing owners or family members), the Lender must obtain an independent business valuation from a qualified source. The business valuation must include the individual's conclusion of value.

Click to Download:

SOP-50-10-7