Business Valuations

We deliver documented, defensible valuations grounded in real comparable-sale data from an active brokerage — not textbook multiples. Having sold more than 1,000 California businesses, we know what they actually trade for.

When a valuation is needed

What the client receives

• Recast financial statements for each year under review, tied line by line to the filed tax returns
• Seller's Discretionary Earnings — the true owner benefit, with every add-back itemized and explained
• Three independent valuation methods — comparable market sales, a multiple of earnings, and a buyer's test of what the cash flow will actually support
• A weighted conclusion of value, with the reasoning and risk factors stated in writing
• A bound written report that can be handed to a lender, attorney, insurer or buyer

How the engagement works

1. Call

What the business is, why the valuation is needed, and who will rely on it. No charge.

2. Documents

Three to five years of business tax returns, interim profit and loss statements, a balance sheet and an equipment list.

3. Analysis

We normalize the financials, establish SDE, and run the three methods against current market data.

4. Report

Delivered in writing and walked through line by line, including the assumptions made and why.

A valuation prepared by this firm is an opinion of value for the stated purpose. It is not an appraisal, an audit, or tax or legal advice. Where a certified appraisal is required, we will say so and refer it out.