The Qualified Third Party for California Deal Certainty
Secure your transaction against 2026 regulatory headwinds. We integrate the 90-day OHCA notice requirements and Cartwright Act pricing impacts directly into your valuation—details most standard reports miss.
An accurate business valuation provides much more than just a number or range of numbers indicating the value of a business.
The Seller and Buyer of a business use the valuation as a starting point for negotiatons. However, it also touches the other parties assisting in the transaction. This includes any third party lenders providing finance. It also includes attorney’s, accountants or CPAs. If you are in California, it may also include the escrow service provider.
The first and foremost benefit of a written valuation, is that it builds confidence. It builds confidence as its done by a third party. Additionally, the valuation shows the source of data and how
Second, it establishes trust. Trust comes from the readers of the valuation. They may disagree with the final number, however, it allows for a rational conversation.
Third, and equally important, it will enable the parties in the transaction to build a relationship. If there is a relationship that means communication can flow. If the communication can flow, they can now decide whether they can and want to work together to reach an acceptable outcome.
Get in touch today to talk about your business valuation needs. Andrew will be happy to help you, in any way he can.
Every potential transaction (or often, a dispute) requires a different type of business valuation.
Some business valuations can be complex, so getting the correct valuation for the proper purpose is critical. In broad terms, there are three types of business valuations:
If a business owner is considering a sale, you’ll likely want a Broker’s Opinion of Value (BOV).
This report combines a Most Probable Selling Price (MPSP) for the business using three valuation methods. These valuation methods are the Market Data, Income, and Cost or Asset Approach. A Broker’s Opinion of Value will provide a starting point for setting a price if you are considering selling or buying a business.
To see a sample Broker’s Opinion of Value, click here.
The Standard Informational Valuation is a non-certified report or valuation. This report provides a business’s value based on financial performance, market variables, comparable sales data, and industry expertise. It indicates what a Buyer would be willing to pay for the company in the open market.
Within this report, you will find a market-based valuation based on sales, SDE (Seller’s Discretionary Earnings), EBITDA multiples, and the asset value of your company. The valuation explains the use of different methods and each calculation. The report includes the company’s historical financial details, as well as adjustments to these financials, which form the basis of the valuation. You will see a “likely” or “suggested” price based on the median value of the comparable transactions. The business’s value will likely fall within a range or be close to the company’s final selling price.
This report is typically over 35 pages long. It best suits individuals who do not require a certified valuation and are comfortable with more limited procedures and reporting. This type of valuation is suitable for businesses with more than $2 million in revenue and real estate included in the sale.
Click here to read a sample Standard Informational Valuation.
Certified valuation reports are invaluable for supporting different needs. For example, business acquisitions, divestitures, estate planning, partner disputes, marital dissolutions, and bank loan applications. The valuation includes much more written detail – particularly when the valuation must be credible and withstand legal scrutiny. These reports are most effective when you expect a high level of scrutiny of the value, or when there is significant interest what elements the appraiser appl;ied to reach their valuation conclusion.
A NACVA Certified Valuation Analyst (CVA) prepares and signs all reports.
We offer two types of certified valuation reports: Certified Summary and Certified Detailed Reports.
The Certified Summary Valuation is invaluable for supporting business acquisitions, divestitures, estate planning, partner disputes, marital dissolutions, and bank loan applications when the valuation must be credible and withstand scrutiny.
These valuations or reports are most effective when the expectation is for scrutiny of the value, as well as deep analysis of the supporting rationale and explanations.
All reports are prepared by our valuation team and signed by a NACVA-certified valuation analyst (CVA). We offer two types of certified reports: Certified Summary and Certified Detailed Reports.
Certified Summary Reports are typically 65 pages long and provide a condensed version of the information in a Certified Detailed Valuation Report.
Summary reports are easy to read and help readers quickly understand the company’s valuation. They are ideal for acquisitions, divestitures, IRS submissions, partner disputes, and bank loan reports when substantiating information for third-party presentation is required.
Click here to view a sample Certified Summary Valuation.
Get in touch today to talk about your business valuation needs. Andrew will be happy to help you, in any way he can.
Rogerson Business Services is a business brokerage service based in California.
If you are ready to sell your California business, let us know your questions. Whether you are selling a medical practice, an HVAC business, a landscaping business, or any other business with gross revenue greater than $2 million, contact us today to learn about our successfully selling your business program.
We’re happy to talk with you about the process of selling your business. Give us a call or contact us when you are ready.
