One of the most critical documents that a business owner needs is a professional business valuation of the company. Having this information in hand allows the business owner to better position the company to:

• Utilize the report as a benchmark value to analyze the business, operations, tax reporting, and strategic planning for the future.
• Strengthen and enhance banking relationships and loan negotiations for both business and personal lending by having a documented financial statement.
• Review business in the eyes of a prospective buyer.
• Pre-qualify a business for a preferred SBA loan for an owner or buyer.

Additionally, a business owner's professional team (Attorney, CPA, Financial Planner, etc.) can use the information to provide services and strategies that include:

• Maximize vendor and supplier terms
• Document base value for insurance applications
• Report to investors in a private firm
• Plan a merger or stock offering
• Posture the businesses to facilitate a timely acquisition
• Determine a base value for a Buy-Sell or Partnership Agreement
• Estate and Trust planning