Business Valuation

BUSINESS VALUATION

Essential Tool To Grow and Protect Your Business
Clarity is priceless

Clarity is Priceless

Your business is probably one of your largest assets. Only 2% of business owners have a clear estimate of the fair market and liquidation values of their companies. This knowledge can provide great clarity in planning for the future.

How it works

  1. Click Here to find out how our business valuation service works.
  2. Call 805-635-7200 or email Barry for an initial discussion to determine which level of service works best for you.
  3. Once all data has been gathered you will receive a 29-page report providing you with four generally accepted conclusions of value.
  4. See how you score on 13 Key Performance Indicators.
  5. Get guidance on increasing your company's value.
  6. Be assured your family and business are provided for if you no longer work.
Your journey begins

A SUCCESSFUL JOURNEY BEGINS WITH KNOWING PRECISELY WHERE YOU ARE TODAY

 Young Woman Contemplating

What keeps you up at night?

You own a business for the freedom to create your own future.
  • What's the best way to grow and improve profitability?

  • How to secure competitive financing?

  • How to keep key employees motivated and productive?

  • How to sell your business at the right price?

  • How to make sure business continues successfully and your family is provided for?

Make great decisions

Get the data to make great decisions

Many business owners don't make business valuation part of their ongoing process because they don't know where to start. You can find the expertise through our team of advanced planning professionals.

Ask Barry if you qualify for one of our special discount programs.

Measurements of Success

Key Performance Indicators ("KPIs") help score your company's progress using industry benchmarks.
Our business valuation service will give you insights into:
  • Return on equity

  • Receivables (conversion)

  • Inventory turnover

  • Fixed assets turnover

  • Debt to equity

  • Interest coverage

  • Cash to debt

  • Income to revenue

  • Cash flow to revenue

  • Receivables to income*

  • Inventory to income*

  • Fixed assets to income*

*pre-tax
Measurements of success