Professional Business Valuations
What is a Business Valuation?
A business valuation, also known as a business appraisal, determines the economic worth of a company. It is conducted by certified valuation professionals who follow recognized industry standards established by accredited organizations. A valuation report prepared by a firm with certified experts carries significant credibility, ensuring accuracy and trustworthiness. At Lion Business Advisors, our valuation specialists are certified by the National Association of Certified Valuators and Analysts (NACVA), one of the most respected organizations in the industry. Whether you’re exploring a sale, succession planning, or need an appraisal for legal or financial purposes, our team delivers precise and reliable valuations.
When Do You Need a Business Valuation?
If you’re a business owner asking, “What is my business worth?” or considering strategic financial decisions, a business valuation is essential. You may need a valuation in various scenarios, including:
- Selling your business and determining a competitive listing price
- Raising capital through investors or securing bank financing
- Buying out a partner or shareholder
- Gifting shares to family members or for estate planning
- Handling IRS reporting requirements to avoid penalties
- Legal disputes or negotiations requiring a credible financial assessment
Without an accurate valuation, you risk underpricing your business, overpaying for a buyout, or facing IRS penalties that could cost you thousands. A professional valuation report ensures transparency, credibility, and confidence in financial transactions.
Professional BusinessValuation Services
At Lion Business Advisors, we offer tailored valuation services to meet your specific needs. Our initial listing consultations are complimentary, and we provide in-depth valuation reports for varying levels of detail.
Understanding your business’s true worth is the first step toward making informed financial decisions. Contact Lion Business Advisors today to schedule a consultation and gain expert insights into your business valuation.
This service is complementary and is a preliminary assessment to help determine if you’re ready to sell.
We will discuss your MPSP – Most Probable Sales Price. This is designed to provide you with a value range for your business. We will provide a suggested listing price as well as discuss current industry trends and expected offer offer ranges.
A market-based valuation to guide pricing and negotiations
Often referred to as a “BoV”, the Broker Opinion of Value reports are Informational Valuation Reports are less time-intensive to produce and more affordable. They provide valuable insight to establish a market price, support exit planning or inform internal business planning decisions. This valuation report is best for individuals who don’t a certified valuation and are comfortable with more limited procedures and reporting. All reports are prepared by financial analysts in our valuation team.
A concise, formal valuation meeting industry standards.
A summary report provides a condensed version of the information provided in a detailed report but is more documented in written format than an oral report. Summary reports are typically 65 or more pages in length and can be easily read to quickly understand the valuation of the company. Common uses are when substantiating information is needed to be presented to third parties for acquisitions, divestitures, IRS submissions, partner disputes and bank loan reports.
A comprehensive, in-depth analysis for complex transactions.
A detailed report helps the intended users understand the data, reasoning, and analyses underlying the valuation analyst’s conclusion of value. It includes more detail than the summary level report. Detailed reports are typically 100 or more pages in length and include highest level of in-depth written analysis of the nature & history of company, industry & economy, financial analysis and conclusion of value. This type of report is best when you expect a lot of scrutiny over the value or when there is a high level of interest in detailed support and explanation of the valuation for complicated businesses, court cases and IRS-related estate planning purposes.
Contact us today to learn more about our Business Valuation Services
Certified or Non-Certified. Which Report is Right for Me?
Business valuation reports can be prepared for many different purposes. That’s why we offer two types of business valuation reports: Non-Certified and Certified. Below is a summary of what these two reports entail, how they differ, and when you might benefit most from each.
Non-Certified Reports (also referred to as Broker Opinion of Value or Informational Reports) are less time-intensive to produce and more affordable. Typically 30-40 pages, these reports provide valuable insight to establish a market price, support exit planning or inform internal business planning decisions. The Non-Certified report is best suited for individuals who don’t need a certified valuation and are comfortable with more limited procedures and reporting. All reports are prepared by financial analysts of our valuation team.
Certified Valuation Report
Certified Valuation Reports are prepared by a certified business appraiser. Typically 65-100 pages, these reports include in-depth written analysis of the nature & history of company, industry & economy, financial analysis and conclusion of value. This type of report is best when you expect a lot of scrutiny over the value or when there is a high level of interest in detailed support and explanation of the valuation.
Start the process for a business valuation
Will My Information Be Secure?
Yes. As a new client, you will register to gain access to our secure portal. The portal will be used to collect information and provide your completed valuation report once it is ready. You will not send us sensitive documents and information over unsecure email.
For returning clients, please log-in anytime to add or edit your information. You will be notified via email when your report is ready for download.
Client Testimonials
“I used Travis with Lion Business brokers to successfully sell my Carpet cleaning business. Travis goes above and beyond to find potential buyers and handles all of the task associated with the sale. I definitely could not of made this sale happen…
“We were seeking businesses to fuel our roll-up acquisition strategy, and Travis was instrumental in the process. He understood what mattered to sellers, educated them on reasonable terms, and ensured we avoided excessive risks. Travis is easy to work with, highly knowledgeable,…
“I hired Lion Business Brokers to sell my machine shop. I was skeptical when I first hired them because I had a bad experience with another business broker. That’s why it was important to me to find someone professional, with integrity and…
