Business Valuations

LCG Advisors’ Business Valuations division helps clients understand the value of their businesses. Our team of valuation professionals provide a consultative approach when working with business owners, lenders, and other parties involved. LCG’s team of valuation professionals have advanced degrees in finance, accounting, and taxation along with holding licenses including certified valuation analysts (CVA), accredited business valuators (ABV), and certified public accountants (CPA), making us a trusted name that you can rely on for your valuation needs.

Our Services Include:

• Valuations for SBA and other government-backed financings
• Support for traditional financings and capital formation
• Mergers & acquisitions
• Purchase price allocations
• Gift or estate planning
• Shareholder or partnership agreements and disputes

Valuation Offerings:

• Full Valuation

  This type of valuation is based on in-depth analysis of your business and includes significant documentation on methodology, assumptions, and calculations performed. This report can be tailored to your specific business or situation. Typically, 5-7 years of historical financial data is analyzed in addition to current financials and projections. This type of report offers a turnaround time of 3-4 weeks depending on facts and circumstances.

• SBA Valuation

  This type of valuation was designed specifically to be SBA 7(a) compliant and is intended to be used by lenders to support SBA loan transactions. This type of report offers a turnaround time of 3-7 business days.

• Calculation of Value

  This report performs calculations of value based on specific scenarios or using selected valuation methodologies. A calculation of value report is often used for internal purposes or planning and can be flexible depending on its purpose.

• Purchase Price Allocation (PPA)

  This type of report is often necessary after any merger or acquisition transaction as it allocates a lump sum purchase price to the identified assets and liabilities acquired, tangible and intangible assets.
  We often collaborate with the accounting and operational departments as well as financial statement auditors as this report is highly customized.

LCG’s Key Differentiators:

• With each engagement, senior level attention is active all the way through the successful completion, with final reports certified and signed by a CPA, ABV
• Access to BVR, Bizminer, DealStats, FactSet Mergerstat, Ibis World, and other subscription services for market and industry data
• Prompt turnaround time and flexibility to meet your deadlines
• Our consultative approach keeps all parties informed and up to date with information to make the process as fluid and transparent as possible for our clients.

Our Process:

1. Initial Inquiry/Engagement

   Our team of business valuation professionals utilizes a consultative approach to perform our valuations. We start that process by having a one-on-one discussion where we obtain a deep understanding of your business and the reason you need a valuation performed. During this discussion, we also provide an overview of our valuation approach and the various methodologies we will utilize as well as address any questions or concerns you have about the process.

2. Analysis Performed

   After our initial discussion and all the necessary financial documentation is obtained, our business valuation professionals analyze your business. This often includes operational and financial analysis, industry analysis, and market research on comparable business sales. During this period, we also run our valuation models and determine our conclusion of value.

3. Draft Delivered and Discussion

   Once our analysis is concluded, we will provide a working draft to you to review. At this time, we often engage in a discussion again to answer any questions or concerns on the valuation.

4. Final Report Delivered

   We then communicate our results in a thoroughly documented Valuation Report.