business valuation

Business owners who are:

• interesting in buying a company

• selling their company

• admitting in new partners

• buying out exiting partners

• estate tax purposes

• gift tax purposes

• shareholder disputes

• marital disputes

• other litigation matters

• more...

Who is This For?

Most professional business valuations rely on 3 approaches: income, market, and asset based approach

The concept of
present value dates back to
the 1700s and is still the
foundation of modern
business valuation today.

A Moment
for the Mind

FEE ESTIMATED DURING
PROJECT KICKOFF CALL

What Does It Include?

• 3+ consultations with valuation expert

• All 3 valuation methods considered: asset-based, market, and income approach

• Includes:

  • Indication of value

  • Cost of capital analysis

  • Cash flow statements

  • Income statements (shown 3 ways)

  • Balance sheets

  • Assumptions & drivers

  • Guideline transactions

  • Guideline public companies

• Written letter or report signed by consultant describing the company background, industry and economic outlooks, methodologies performed and conclusion of value

• Delivered standard in PDF format

1. Fill out new client form →
2. Speak to consultant when they contact you
3. Attend kickoff call to meet consultant
4. Review, sign, and return engagement letter
5. Receive link to client portal and create login
6. Upload required documents & information

7. Receive project draft to review

8. Schedule mid-project call to discuss

How Does It Work ?

CONSULTANT BEGINS MODELING

CONSULTANT FINISHES MODELING

9. Receive final draft of analysis

10. Receive final draft of letter or report

11. Pay remaining balance

12. Receive final deliverable

13. Receive upgrades (if any)

14. Leave a project review

Frequently Asked Questions
Refund Policy

If you don't have any questions, you can get started now by filling out the
client information form
and the consultant will contact you shortly.

If you have any questions, please call or text or email. You may also schedule a free consultation.
We are here to help.

How can we help? Not sure?
Book a free consult.

(770) 800-8969
(470) 478-3055

A Moment
for the Mind

The concept of
present value dates back to the 1700s and is still the foundation of modern business valuation today.

Battle of the Experts:
The Estate of Michael Jackson

When two experts are light years apart
on the value of just his image.

Jacksons' experts said $2,100 (not a typo).

The IRS said $435 million (also not a typo).

How did the 8-year battle turn out?

How much did the U.S. tax Court
rule MJ's image was worth?

We are talking about the "King of Pop".

..beat it ... beat it... ♪ ♫ ♪ ♫ ♫ ♪ ♫♫...♪ ♫♫ ♫ ...beat it ♫ ♪ ♪ ♫ ♪ ♪
♫ ...beat it ♫ ♪

General Questions:

• Do you take clients outside of Atlanta?

• Do we sign a contract?

• Are our discussions confidential?

• Do you require a retainer?

• Do you offer refunds?

• Do you work with other professionals?

• Where can we have our consultations?

Engagement Questions:

• Do you take clients outside of Atlanta?

• Do we sign a contract?

• Do you require a retainer?

• Do you offer refunds?

• Do you work with other professionals?
  

• What is a business valuation?

• When may I want to hire a valuation expert?

• How much does a business valuation cost?

• How long does a business valuation take?

• Does my company structure matter (LLC, C-corp, S-corp, etc.)

• What information is needed for a forecast or valuation?

• Can you help me sell my business? What about buy a business?

Consultation Questions:

• How can I contact my consultant if it is urgent?

• Where can we have our consultations?

• What if I have trouble with my meeting link?

• What if I miss my consultation or education module?

Frequently Asked Questions