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When & How to Conduct a Business Valuation

 
  Mark S. Becker, Partner, CFO Edge, LLC  
   
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  Article Summary  
The valuation of a closely-held business becomes a priority in a number of situations: selling, exiting or creating an ESOP, just to name a few.

When undertaking a valuation, it is critical to have financial statements that are up-to-date and GAAP-compliant, as well as a minimum of three-year financial projections.

Keys are the valuation purpose, GAAP-compliant financials, the discount rate and the type: fair market, investment, intrinsic or fair value.

Combining the crucial elements correctly assures that a valuation is accurate. An understated valuation is costly to shareholders, and an overstated valuation isn’t attractive to potential buyers.

Los Angeles and Southern California business owners contemplating a valuation can benefit from talking with a provider of outsourced CFO services. An on-demand chief financial officer brings a proven record assessing discount rate factors and weighing relative merits of valuation methods.

A CFO professional works hand-in-hand with you and the valuation expert you select to navigate the valuation process and help realize the many benefits of an accurate business valuation.

  Open as PDF Open the entire article as a downloadable PDF (No form completion is requested.)  
     
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