Are You Confident in the Value of Your Business?

Your company depends on you to propel it into the future, and you depend on it. Whether that involves transitioning it to new ownership, securing capital funding for its growth, or reaching a new partnership agreement – your hard work requires and deserves a qualified, independent business valuation you can bank on.

Buying or Selling a Business? You Need a Valuation

With a business valuation, you can move forward with important transactions and enter into negotiations with ensured reliability, reduced financial risk, and unparalleled confidence. Through our strategic alliance with our affiliate partner with over 20 years of experience, we’ll help position your business for the most favorable outcome in the following areas:

• Mergers and Acquisitions
• Sales and Divestitures
• Buy/Sell Agreements
• Partner Buyouts
• Share Redemptions
• Business Planning
• Retirement/Succession Planning
• Employee Benefit Plans

Which Valuation Report is Right for You?

Business valuation reports can be prepared for many different purposes. That’s why we offer two business valuation reports: Broker Opinion of Value Reports and Certified Valuations. Below is a summary of what these two reports entail, how they differ, and when you might benefit most from each.

Broker Opinion of Value (BoV) Reports

Informational Valuation Reports are less time-intensive to produce and more affordable. At 20-30+ pages, they provide valuable insight to establish a market price, support exit planning, or inform internal business planning decisions. This report is best suited for individuals who don’t need a certified valuation and are comfortable with more limited procedures and reporting. Our valuation team’s financial analysts prepare all reports.

Common Uses:

• Buying a business
• Selling a business
• Partner buy-in/buy-outs
• Exit planning

There are two types of BoV reports – Essentials, a light version of the report, and Standard, a more detailed report.

Essentials Broker’s Opinion of Value Report:

20+ pages; includes valuation summary based on market and asset approaches. The market approach includes sales and SDE multiples. Available for businesses with less than $2M in revenue.

• Price: $1,500
• Turnaround: 5 Business Days

..Sample Report ..Contact Us .. Download Brochure

Standard Broker’s Opinion of Value Report: 

35+ pages; includes everything in the Essentials Report plus EBITDA multiples (if applicable), capitalization of cash flow method, multi-stage growth method, financials, and industry benchmarking ratios.  It also includes assurance services such as SIC/NAICS code validation, owner’s compensation analysis, state tax verification, and financials confidence check. Available for businesses with less than $2M in revenue.

• Price: $3,500
• Turnaround: 5 Business Days

..Sample Report ..Contact Us.. Download Brochure

Certified Valuation Reports

A certified business appraiser prepares Certified Reports. They include an in-depth written analysis of the nature & history of the 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.

• Price: $4,900 (Typical size company. Request a quote).
• Turnaround: 4 Weeks

Common Uses:

• Gift/estate planning
• Employee benefit plans
• Litigation
• Partner dispute resolution
• Bank loans

..Sample Report ..Contact Us… Download Brochure

Meet Our Leading Valuation Expert

Shelia Darby, MBA, CVA, MAFF 
Affiliate Valuation Expert

Shelia Darby has 20+ years of experience as a valuation and financial professional. She is a recognized thought leader in valuing complex initiatives and companies. She has worked on projects ranging from asset to company valuations. Past projects have included work for companies ranging from Fortune 500 to small, privately held businesses.

Ms. Darby provides certified valuation reports that deliver the insight and credibility needed to facilitate deal-making and successful resolutions. As a certified business appraiser, she adheres to the high standards set forth by well-recognized, accredited organizations.

For TechnologyPark, she provides the highest level of third-party financial analytics and valuation assistance.

Ms. Darby provides certified business valuations of closely-held businesses. Her 20+ years of valuation experience spans numerous industries, ranging from energy/mining, construction/real estate, retail/wholesale, and manufacturing to finance/insurance, services, professional, and health. Ms. Darby formerly served as the Assistant Treasurer of Transocean and held various valuation, finance, and strategy roles at ConocoPhillips, AGL Resources, and Enron Corporation. While at ConocoPhillips, she led the strategy and finance department of the company’s largest business unit in Norway. She also enjoyed teaching the valuation and economic modeling course to over 250 employees in North America, Asia Pacific, and Europe. Ms. Darby reviewed the valuation and finance approvals for over 100 acquisitions and dispositions during her tenure.

Ms. Darby holds an M.B.A. from Rice University, a B.B.A. in Finance from Baylor University, and professional certifications from the National Association of Certified Valuators and Analysts (NACVA), including the Certified Valuation Analyst (CVA) and Master Analyst in Financial Forensics (MAFF) designations. She is also a certified Project Management Professional (PMP) from the Project Management Institute (PMI).

Ms. Darby is a current board member of the Ethics and Oversight Board of NACVA and President of the NACVA Houston State Chapter. She is also the Treasurer of the Texas Association of Business Brokers—Houston Chapter. She enjoys spending time outdoors with her family and is often found in the stands at a softball field, watching her daughter play.

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