Whether you are buying a new business or bringing in a new partner, we can help you by providing objective advice about the business value. Deciding how much to pay for a business is never easy, and the decision is influenced by many factors. We help you analyze the financial operations of the business, consider the risks involved and develop a reasonable range of value to begin your negotiations from a position of in-depth understanding. If bank financing will be involved, we can provide a formal opinion report to meet bank underwriting requirements.

In a business with multiple shareholders, a shareholder agreement or “buy/sell” is a must-have. From our experience in consulting for cases involving shareholder disagreements, we know it is much better to take a proactive approach and get a shareholder agreement in place when you can agree with a fellow shareholder than to wait for a time when you don’t agree. Doing so can protect the interests of shareholders and their families in the event that a triggering event occurs. The document, which should be drafted by and is the responsibility of your attorney, should clearly communicate how an ownership interest will be handled in the event of a death, disability or other triggering events.

We add value by reviewing a draft of the document and give you a valuation analyst’s perspective on the contents. If you are funding the buy/sell agreement through insurance, we can provide an estimate of the value of the business, which will help your financial advisor know what appropriate levels of coverage are needed.

Who Needs This Service?

Any business owner needing a valuation for purchasing a new business, bringing in a new partner or a buy/sell agreement

Benefits to Our Clients

  • We can provide objective advice about the value of a business when purchasing a new business or bringing in a new partner.
  • We can provide a formal opinion report to meet bank underwriting requirements for bank financing.
  • We can review a draft of the buy-sell agreement and give you a valuation analyst’s perspective on the contents.
  • We can provide an estimate of the value of the business, which will help your financial advisor know what appropriate levels of coverage are needed if being funded through insurance.