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SunbeltNE offers third party valuations of five types. Such valuation can be used
for various purposes like selling a business, financing, litigation, partner buy-outs,
mergers and acquisitions, estate planning, divorce settlements, etc.
Here is a summary of various types of business valuations available through SunbeltNE:
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The Letter of Opinion report is approximately 11 pages long and provides a brief
summary of how the valuation conclusion was determined. Such valuation is made on
basis of the market comparison with similar companies within the same industry.
It is a restricted-use valuation, and is useful for small companies with sales less
than $250,000.
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The Value Analysis report is approximately 40 pages long and provides only a brief
summary of how the valuation conclusion was determined. The basis of this valuation
is discretionary cash flow and the historical and current financial performance
is given primary importance. This type of report is intended for financial buyers
and is designed specifically for the main street businesses with sales of $1,000,000
or less.
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Limited Formal Business Valuation |
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The Limited Formal Valuation is approximately 70 pages long and is intended for
financial buyers. It provides detailed review of all aspects considered for the
final value conclusion. Most part of the report is financial analysis and the valuation
conclusion is supported on much more detail. The report contains a detailed review
of the Balance Sheet as well as the company’s historical and projected earnings.
This restricted-use report is designed for standard small businesses with sales
between $1,000,000 and $5,000,000.
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The Merger & Acquisition Valuation is a report which is developed in accordance
with the Uniform Standards of Professional Appraisal Practice (USPAP). This report
is a completely customized one and can be a lengthy one, ranging from 30 to 300
pages depending on the information supporting the conclusion. This type of valuation
report is based on future earnings and the selection of guideline companies comes
from both the private and public markets. This type of report is a stock valuation
one and is intended for businesses with annual revenues in excess of $5,000,000
(known as middle market businesses), businesses that are expected to sell for more
than $1,000,000, strategic acquisitions of niche businesses, and generally any business
with significant growth expected in the future.
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The IRS Revenue Ruling 59-60 is a USPAP- governed valuation intended for ESOPs,
divorce, estate tax, gift tax and any situation requiring litigation. This type
of valuation is designed for litigation and focuses on US Court Reviews, Cited Court
Precedents, and in-depth analysis and research of minority and marketability discounts.
This valuation is normally used when the value of the stock is in question (minority
or majority interest).
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