Serving California since 2006
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 a business’s value.
A business valuation is typically used by the Seller and Buyer of a business, but it also touches the other parties assisting in the transaction. This includes any third party lenders providing finance, attorney’s and accountants or CPA for the Seller and Buyer, the Business Broker assisting in the transaction and other interested parties.
First and foremost, it builds confidence, as a qualified third party does.Â
Second, it establishes trust, so the valuation readers may disagree with the final number, but allow a rational conversation.Â
Third, and equally important, it will enable the parties in the transaction to build a relationship and 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 – 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 that 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 sale price.
This report, typically over 35 pages long, is best suited for 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.
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To read a sample Standard Informational Valuation, click here.
Certified valuation reports are invaluable for supporting business acquisitions, divestitures, estate planning, partner disputes, marital dissolutions, and bank loan applications – particularly when the valuation must be credible and withstand scrutiny. These reports are most effective when you expect a high level of scrutiny of the value, or when there is significant interest in detailed support and explanation of the valuation.
AÂ 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.
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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.
To view a sample Certified Summary Valuation, click here.
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.
