FAQs to Business Valuations | Advantage Business Valuation

FAQ

What documents do you need to value my business?

To value your business, we will need you to send us the following items:

Two years of complete business tax returns
Current year-to-date profit and loss statement (do not send partial months). For instance, if today is June 18th, please send your P&L for the current year from January 1st through May 31st so the partial month of June is not included.
Current year-to-date balance sheet (do not send partial months). For instance, if today is June 18th, please send your balance sheet dated May 31st of the current year so the partial month of June is not included.

You can e-mail, fax, or mail the above items to us. If you choose to mail the items, please include a pre-addressed, prepaid return envelope if you want the items back.

We will also ask you to fill out a questionnaire to help us better understand your business operations. After reviewing your business questionnaire and financials, a business advisor will be in touch with you to ask you any clarifying questions and provide you with your business valuation report.

When will I receive the business valuation report?

What does the business valuation report look like?

Is the business valuation certified?

The Advantage Business Valuations Report is not considered a certified report. The business value contained in the business valuation report is based on the information you provide us, and we do not play any role in verifying or auditing the information you have supplied. A certified business valuation that can be used as evidence in court proceedings is typically much more involved and more expensive. The Advantage Business Valuation is designed for small business owners who want to get a sense of how much their business is worth in today’s market, which helps them with decisions such as whether to sell their business, how to structure their estate or tax plans, and whether the offer they have received from a buyer is in the ballpark of how much their business is worth.

If you need a certified business valuation, please contact us for pricing.

What types of businesses can be valued by Advantage Business Valuations?

Can you value my business if it does not fit your criteria?

Can you value commercial properties or a business with property?

We do not value commercial properties. If you own the business and the property, and you are interested in selling both, we can help you value the business portion but not the property portion. If the business and property financials are lumped together in one set of books, you need to take out the property numbers and provide us with the business numbers only. Please contact us if you have questions about this.

Why should I choose Advantage Business Valuations to value my business?

If you haven’t seen it already, click here to watch our video on Advantage Business Valuations.

Here are some reasons people choose Advantage Business Valuations to value their business:

Specialty. Having been in the industry of selling businesses for 14 years, we are specialists at valuing privately held companies in the United States.
Comprehensive Report. You can view a Sample Business Valuation Report
Personalized Attention. Get your burning questions answered by an experienced business valuation advisor.
Confidentiality. Our business valuation advisors are trained to maintain absolute confidentiality of all communications.
Security. Your sensitive financial data is encrypted via our portal with bank-level security.
Education. We care about your choosing the right business valuation service for you. Visit our business valuation resources to learn more.
Affordable Pricing. A formal business valuation can often cost between $3,000 and $40,000. The Advantage Business Valuation is just $997. No monthly subscriptions. No hidden fees.
Ease. We have streamlined the business valuation process to make it as easy as possible for you. Know the value of your business with confidence. Get started today!

FAQ