Key Highlights
- A business valuation determines the fair market value of a company.
- Understanding the value of your business is crucial for various financial transactions including buying or selling a company.
- Exit Equity offers comprehensive business appraisal services in Portland, OR, catering to a diverse range of industries, utilizing proven methodologies to deliver accurate and reliable valuations.
- Our team of certified professionals specializes in appraisals for estate planning, mergers and acquisitions, litigation, and more.
- Seeking a business valuation is a strategic move that empowers owners (and shareholders) to make well-informed decisions and offers insights to help enhance long term value.
What Is a Business Valuation and Why Get an Appraisal?
A business valuation provides a fair market value to an owner for what the company could be sold for to a willing and able buyer. There are different types of valuations, for estate planning and tax purposes, to prepare for a company sale, or to negotiate the purchase of a company. For more a complex valuation, a credentialed National Association of Certified Valuators and Analysts (NACVA) ensures a high quality of research, analysis, and quality of substantiated fair market value.
Types of Business Valuation Services Available in Portland
Whether you are a small business owner, or a family run company with multiple shareholders, a business valuation helps guide your long term planning. Business valuation services in Portland generally include:
- Mergers & Acquisitions: Finding the fair market value of a business, whether its preparation for a sale or negotiating an offer to buy.
- Estate and Gift Tax: Valuing a company for estate planning, understanding your tax basis, and making informed decisions/
- Litigation Support: Giving clear and reliable business valuations for legal cases, like disputes between shareholders, succession planning, death and divorce.
Comprehensive Business Appraisal Services – Methodologies Used
A business appraisal is a detailed process. It takes experience and knowledge to understand how to value a business. At Exit Equity, our skilled appraisers use a mix of reliable methods to give clear and correct valuations. These methods may include:
- Income Approach: This method looks at the current value of a business’s future, discounted cashflow income. It also considers what a lender would loan a potential buyer.
- Market Approach: This method finds value by comparing the business to similar ones that have been sold recently.
- Asset-Based Approach: This method values a business by looking at its net assets, which is the value of assets minus any debts.
Certified Business Valuation for Divorce, Death, Inheritance, and Tax-Related Valuations
Navigating estate planning, gift tax issues, or dividing assets in a divorce can be complex. It often needs a certified business valuation. These situations must be carefully reviewed and must follow IRS rules. Our certified professionals know the details of estate laws, gift tax guidelines, and fair division principles. We partner with your legal counsel and tax experts to deliver a comprehensive valuation to help you plan for the future.
Industries Exit Equity Serves
Exit Equity is a top provider of valuation services in Portland. We have a strong history of helping many owners across different industries in Oregon. Our experts hold credentials from the National Association of Certified Valuators and Analysts (NACVA). They follow the highest standards in the industry. Our typical clients include:
- Technology and Software
- Manufacturing, Distribution, and Ecommerce
- Healthcare and Medical Services
- IT Managed Service Providers (MSP)
- Professional Services
- Retail and Consumer Goods
Because we understand these industries well, and we apply careful analysis, we can provide accurate and dependable business valuation services. These services are tailored to fit the specific needs of each sector.
The Exit Equity Process of Obtaining a Business Valuation
At Exit Equity, we created an easy and smooth process for business valuation. We focus on clear communication and honesty at every step. Our process includes:
- Collecting important financial documents
- Doing a complete analysis
- Giving a detailed valuation report
Initial Consultation and Data Collection
The journey starts with a meeting to understand what you need and why you want a business valuation. In this meeting, we talk about how your business runs, the market it is in, and any important legal or tax issues.
After we know what you require, we will collect the financial data we need. This includes financial statements, tax returns, and important market information. We keep all the information you share private.
In-depth Analysis and Final Valuation Report
Upon receiving all necessary data, our team of expert appraisers conducts an in-depth analysis, applying appropriate valuation methodologies to your business. Our analysis goes beyond the numbers, examining qualitative factors that may influence your business’s value, such as your management team, competitive landscape, and growth potential.
Once the analysis is complete, we will prepare a comprehensive final valuation report that clearly outlines our findings.
The Exit Equity Difference
Getting a precise value of your business is very important. This is true if you want to sell your business, plan for the future, or need a business appraisal for estate planning or other legal reasons. Exit Equity has a team of skilled experts ready to help you. We mix industry knowledge with tested methods. This way, we give business owners the information they need.
Frequently Asked Questions
How Long Does a Valuation Typically Take?
It depends on how complex your business is, how easily we can get the needed information, and if the valuation is for a legal case or something else. Usually, our appraisers can finish a valuation in 3-6 weeks.
What are the key inputs, quantitative data and qualitative, that go into a valuation?
Our certified valuation analysts use both financial performance data and qualitative data on how the business is structured. This includes financial statements like the balance sheet, income statement, and cash flow statement. They also look at normalizing adjustments, owner pay, and extra expenses. Other factors they consider are revenue, profits, cash flow (like EBITDA and SDE), asset value, and market analysis.
How Can I Get Started with Exit Equity?
Getting started with Exit Equity is easy. Just contact us today to set up your first meeting with our team of business valuation experts in Portland. We will help you through the whole valuation process.
How does a business valuation help me prepare for a business sale?
A business valuation is very important when getting ready to sell. It helps a business owner see the value of an asset. This process gives a fair asking price by looking at things like the business’ finances and the market situation.
What types of businesses has Exit Equity worked with in Oregon?
Exit Equity is a top provider of business appraisal services in Portland. We have a strong history of helping many businesses across different industries in Oregon. Our experts hold credentials from the National Association of Certified Valuators and Analysts (NACVA). They follow the highest standards in the industry.
Why get a valuation to prepare for a business sale or to buy a business?
A business valuation is important when you plan to sell. It helps you understand what to expect and guides negotiations. When you are buying a business in Portland, a valuation is also useful. It helps find a fair price and shows any risks or chances you might take.
