LCG’s Business Valuation Division serves as an invaluable resource for clients seeking a comprehensive planning tool. Our esteemed team consists of Certified Public Accountants (CPAs) who hold Accreditation in Business Valuation (ABV) and Certified Valuation Analysts (CVA). These qualifications establish us as a trusted and dependable partner for all your valuation needs. With extensive expertise spanning diverse industries and geographical regions, we maintain a solid reputation for consistently delivering high-quality work and unwavering dependability. Nonetheless, our value proposition extends beyond numerical analysis. Our team’s well-rounded experience equips us to comprehend the nuanced risks associated with various businesses, providing clients with holistic insights that transcend mere figures.
Our Services Include:
- Valuations for SBA and other government-backed financings
- Mergers & acquisitions
- Purchase price allocations
- Gift or estate planning
- Shareholder or partnership agreements and disputes
This valuation approach involves a comprehensive examination of your business, encompassing thorough analysis. The process includes extensive documentation detailing the methods employed, underlying assumptions, and the calculations executed. The produced report can be customized to suit the unique attributes of your business or the context at hand.
Ordinarily, this assessment delves into 5-7 years of past financial data alongside present financial information and future projections. The timeline for producing this report typically spans 5-8 weeks, contingent upon the specific factual details and circumstances involved.
This valuation methodology has been meticulously crafted to adhere to SBA 7(a) compliance requirements. Its purpose is to serve as a resource for lenders, facilitating SBA loan transactions. This report type ensures an expedited processing period, typically ranging from 3 to 7 business days.
Calculation of Value
This report undertakes value calculations that are tailored to distinct scenarios or are carried out utilizing chosen valuation methodologies. A calculation of value report is commonly employed for internal objectives or strategic planning, and its adaptability is contingent upon its intended use.
Purchase Price Allocation/Opening Balance Sheet
This category of report becomes crucial post any merger or acquisition, as it apportions a consolidated purchase price among the assets and liabilities acquired, spanning both tangible and intangible assets. In this process, close coordination is established with the accounting and operational divisions alongside financial statement auditors, given the report’s intricate customization requirements.
Moreover, within the realm of purchase price accounting, we offer an additional facet of service: comprehensive assistance in preparing the opening balance sheet. This involves meticulously aligning the initial financial position of the newly merged or acquired entity in compliance with accounting standards. Our adept collaboration with both the operational and accounting teams ensures a seamless transition in reflecting the amalgamation of assets, liabilities, and equity in the newly established context. This integral service not only enhances the accuracy and transparency of financial reporting but also supports strategic decision-making in the post-transaction phase.
LCG’s Key Differentiators:
- Senior-level attention is active all the way through every engagement with final reports certified and signed by a CPA, ABV, or CVA.
- Access to optimal research databases and publication services for market and industry data.
- Prompt turnaround time and flexibility to meet your deadlines.
- A fluid and transparent process created by our consultative approach.
At the start, our expert valuation team engages in a one-on-one dialogue to comprehend your business and its valuation objectives. We provide an overview of our approach, addressing questions and concerns, while outlining our diverse methodologies.
After our initial discussion and reviewing relevant financial documents, our valuation specialists analyze your business. This involves assessing operational and financial aspects, studying the industry landscape, and conducting meticulous research on comparable transactions. Simultaneously, we utilize sophisticated valuation models to derive a solid conclusion of value.
Draft Delivered and Discussion
After completing our thorough analysis, we provide a preliminary valuation draft, sparking interactive discussion to address your questions and concerns about the outcomes.
Final Report Delivered
Concluding our rigorous valuation process, we share comprehensive findings via a detailed Valuation Report. This extensively documented report encompasses our analyses, methodologies, and conclusions, forming a strong basis for informed decisions and transparent communication of your business’s value.