Business Valuation
Why Valuations Matter
As a business owner, knowing your company’s market value is important when you sell your business, but it can also be useful for life insurance policies, estate planning with your financial advisor, or obtaining a loan. Knowing the value of your business is important as it can make up a large part of your net worth. At Viking Mergers & Acquisitions, we have developed a proprietary approach to business valuation.
Our Approach to Business Valuations
Business Valuation Checklist
Every smart entrepreneur knows the importance of being able to present a fair and accurate accounting of a business’s value. A professional business appraisal is particularly important when attempting to sell a business. The valuation document is the single most useful piece of financial information about any company. When you work with a business advisor at Viking Mergers & Acquisitions to create a business valuation, the goal is simple: create an accurate, comprehensive business appraisal document that will stand up to scrutiny.
The following information will be needed for Viking Mergers & Acquisitions to complete a Southeast U.S. / Charlotte business valuation:
Tax returns for the last 3 years Federal Tax Return
Interim Profit and Loss Statement (P&L), including balance sheet
Last 3 years Profit and Loss Statement (P&L), including balance sheet
Average value of inventory of saleable product on hand at any time of year
Equipment List
Copy of tax bill on real estate; if the real estate may be included in the sale
Copy of any real estate appraisal that is available
Lease information
Testimonials.
Get A Business Valuation
Want to know how much your business is worth? Fill out the following form to request a Custom Valuation of your business. All information is kept strictly CONFIDENTIAL.