Request a Professional Business Valuation
Why Valuations Matter
As a business owner, knowing your business’ market value is important when you sell your business, but that’s not the only reason it matters. For example, if you’re shopping around for life insurance policies, are doing estate planning with your financial advisor or are interested in obtaining a loan you’ll need to know your net worth—and as a business owner, the value of your company will be a big part of it.
At Viking Mergers & Acquisitions, we’ve developed a proprietary approach to business valuation. When performing a business valuation we:
Keenan Moran is a class act. He advised me through the process of buying Equipment Design and Fabrication. I always felt that he was not only looking out for my best interest, but that he was fairly assessing and making recommendations for everyone’s best interest. Sure, he is really smart, responsive, and a great problem solver, but also one of those great people you hope to work with again someday.
Like the real estate agent who helps find the perfect house for you, Keenan Moran is a great combination of…
Greg White is one of the most organized, dedicated and hard-working professionals that I have ever worked with and he was there to help me along the way. Every time I had a doubt during the process he was extremely positive and walked me through the low points. I couldn’t have found the right buyer without Greg White and the Viking team. I would recommend Viking very highly; Greg White is a very kind individual and one of the hardest working people that I have ever been involved with.
In 2017 it became clear that I needed to retire. I called Brad Offerdahl at Viking, and after my first meeting with him, it was very apparent that he had the ability and knowledge in order to determine a proper pricing of the company – something that would work for not only the seller but also the buyer. Through the entire involved process, Viking was very helpful, very timely and we were able to close the sale in about 5 months. Normally it takes 6-9 months to sell a business. I would strongly recommend Viking to anyone looking to sell a business or purchase a business. They did an amazing job for me and my company.
Viking did an excellent job in selling my business. They not only made it easy for me but they also made it easy for the buyer, which is the hardest part of the transaction. Viking provided enough information and assistance so that the transition was perfectly smooth and I can honestly say that all of my previous employees are truly happy. For anyone looking to buy or sell a business, I would definitely recommend hiring Viking.
It was wonderful working with Viking. They brought the right people to the table that were ready to buy and who had the ability to invest in the company. The process was great. Viking moved quickly to find the right buyer and made sure that everything was signed off beforehand. Their research prior to the sale was outstanding. Communication and confidentiality were both extremely important to me when selling my company, and Viking made sure that I was completely secure. Whether you own a large company or a small mom and pop, if you’re seeking someone to sell your company, I would definitely recommend working with Viking.
What is My Business Worth?
Every smart business person knows the importance of being able to present a fair and accurate accounting of a businesses’ value. A professional business appraisal is particularly important when attempting to sell a business. This valuation document is the single most useful piece of financial information about any company.
When you work with a Business Intermediary at Viking Mergers & Acquisitions to create a business valuation, the goal is simple: the creation of an accurate and 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