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Valuation

What is your most
valuable asset worth?

Your retirement. Your legacy. Your future.
Value is more than a number.

Most owners have 70-80% of their net worth trapped in the value of their business, yet have never had it valued by a professional.

At Allan Taylor & Co. we believe valuation is the logical starting point for discussing the sale of your business. It can also be the basis for strategic planning that will build value in your business prior to selling.

Our valuations are based on real-world experience selling businesses since 2006. We know what buyers look for in a business, what they value, and how they formulate offers.

Whether you’re ready to sell today — or ready to start planning for a future sale — it all starts with understanding how buyers will value your business.

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Our Valuation is For

  • Owners who are ready to sell.
  • Owners who are planning to sell
    in the next 6-36 months.
  • Owners who want to increase
    the value of their business.
  • Internal decision making
  • Profitable businesses
    ($200K+ pre-tax Net Income)
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It is NOT for

  • Estate planning
  • Tax purposes
  • Divorce or litigation
  • Bankruptcy
  • Distressed businesses
  • ESOP’s
  • Reports required to be certified

Business Value &
Sellability Assessment

Our Business Value & Sellability Assessment (BVSA) takes a deep dive into the financial and operational performance of your business. We use our years of experience in the M&A marketplace to determine an expected value range for potential offers to purchase your business. We also simulate a buyer’s initial due diligence in a transaction scenario.

The BVSA includes the following:

  • Value range
  • Earnings analysis
  • P&L trends and margins
  • Balance sheet analysis
  • Operations overview
  • Marketing overview
  • Multiples research
  • Industry research
  • Deal structure considerations
  • Value drivers vs. detractors
  • Executive summary
  • Recommendations for next steps in building value and/or selling

Fee: $2500

Turnaround: Approximately three to four weeks after all required information is received.

I have prepared/seen/reviewed hundreds of business valuation reports in my career… including several of Barbara’s valuation reports. In many ways, they are the most useful reports I have seen. And if you are a business owner looking to sell your company, Barbara’s reports will leave you confident in the conclusion she reaches.

— Rod Burkert (CPA, CVA)

What will you need to get started?

Download Our Valuation Checklist:
10 Things You'll Need to Get Started

Let's Talk

We start by getting to know more about you, your business and your reasons for wanting a valuation.

Proposal

We’ll send you a proposal for our BV&SA that describes everything you’ll receive in our report, as well as what we’ll need from you to get started.

Gather

The last 3 years’ financial statements and tax returns for your business. For the BV&SA we also have a 56-question survey.

Clarify

We typically exchange several emails and phone calls with you to make sure we have a clear picture of your business’ financials and operations.

Deliver + Discuss

Our reports are delivered in electronic format. We schedule a 60-minute phone call or meeting to go over our findings, answer your questions, and talk about what comes next for you and your business.

Articles

8 Simple Hacks To Increase The Value Of Your Business

8 Simple Hacks To Increase The Value Of Your Business

If you look at reasons why deals fail to close, there’s one that tops the list. By “tops” I don’t mean in the top three or five. We’re talking the number one reason businesses don’t sell: Valuation. When you're faced with a "value gap" -- i.e. the current value of...

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