Arrow Business Appraisers offers three types of appraisal report products based on the purpose of the appraisal and the needs of our clients.
SUMMARY BUSINESS APPRAISAL
View Sample Report (requires Adobe Acrobat Reader ®)
A Summary Business Appraisal is designed to provide the most cost-effective appraisal for small business owners and prospective buyers. Though used by both buyers and sellers of businesses, buyers, in particular, have found this appraisal to be very useful in evaluating the asking price for a business. The Summary Business Appraisal focuses on the aggregate Price/Revenue and Price/Discretionary Earnings multiples provided for all types of businesses based upon business classification. This appraisal is recommended for smaller businesses with less than $3 million in annual revenue. This appraisal is designed to fulfill the following needs:
- Business Sale Preparation
- Purchase Price Assessment
- Partnership/Shareholder Buy-outs
- Buy/Sell Agreements
- Exit Planning
- Fairness Opinions
- Personal Financial Planning
- Buy/Sell Agreements
Features:
Utilization of the most widely accepted market transaction database multiples for small privately-held companies
Calculation of the Price/SDE (Seller Discretionary Earnings) or Price/Revenue multiple derived from a compilation of comparable market transactions
Full analysis and normalization of previous fiscal year or most current 12 month financial statements
Client interview (for financial statement adjustment purposes)
Ten days to complete
40+ pages in length
Original bound report delivered by FedEx (additional reports $25 each)
$ 1,800
Getting Started:
Please use our information form below to begin.
View Sample Report (requires Adobe Acrobat Reader ®)
This appraisal follows the most accepted standards of business valuation by focusing on individual sales of comparable businesses in order to determine appropriate multiples of discretionary earnings and revenue to be applied to the subject company. Each comparable sale is individually scrutinized and assessed for compatibility. This appraisal report is recommended for businesses in excess of $3 million in annual revenue. This appraisal is designed to fulfill the following needs:
- Business Sale Preparation
- Purchase Price Assessment
- Buy-ins/Capital Infusions
- Charitable Donations
- Independent Appraisal Verification
- Divorce (anticipated settlement)
- Shareholder Transactions
- Purchase Price Allocation
- Family Business Ownership Transfers
- Mergers & Acquisitions
Features:
Utilization of the most widely accepted appraisal methods for small privately-held companies, including the Market Comparables and Justification of Purchase Price Methods
Calculation of the Price/SDE (Seller Discretionary Earnings) or Price/Revenue multiple from individually selected comparable market transactions from several sources
Full analysis and normalization of past three years financial statements
Documentation and support of appraisal approaches and conclusions
National economic outlook report from the Center for Economic and Industry Research (CEIR) Industry Report from Zapdata
Client interview (for financial statement adjustment purposes)
Three weeks to complete
Approximately 80 - 100 pages in length
Original bound report delivered by FedEx (additional reports $35 each)
$ 3,200
Getting Started:
Please use our information form below to begin.
This is a fully documented business appraisal, compliant with USPAP and IRS standards, generally utilized for taxation and/or litigation purposes, such as:
- Estate Planning & Taxation
- Employee Stock Ownership Plans (ESOPs)
- Divorce (anticipated litigation)
- Gift Taxes
- Other Litigation Support Purposes
- Partnership Disputes (anticipated litigation)
- Dissenting Shareholder Actions
- Eminent Domain
- Economic Loss
- Wrongful Death or Injury
Features:
Fully compliant with USPAP and IRS appraisal standards
Consideration of all appraisal methods under IRS Revenue Ruling 59-60
Complete documentation and support of appraisal approaches and conclusions, including IRS rulings and applicable Tax Court case precedents
Fully documented marketability and minority discounts, if applicable
Full analysis and normalization of up to seven years of financial records
Income growth forecasting using advanced statistical modeling, if applicable
Industry-specific and national economic outlook
Local demographic trend analysis
Client interview (for financial statement adjustment purposes)
Fully documented & photographed site visit
Separate, independent equipment appraisal
6-8 weeks to complete
150 - 250 pages in length
Original bound report delivered by FexEx (additional reports $100 each)
$ 8,900 (plus travel expenses)
Getting Started:
Please use our information form below to begin.
