Effective Process
Reasonable and Credible Report Conclusions
Highest Ethical Standards
Impartial, objective, and confidential
Business Focus
Business Appraisals is our singular focus
Certified Business Appraisers | Proven Transaction Experience
Our focus is Business Valuations (Appraisals) for most industries and sectors. Our proven approach and methodology are relevant and applicable across industries and business structures, including C- and S-Corporations, Limited Liability Companies, Partnerships, and Sole Proprietorships.
Overview of ourprovenreplicablewell documenteddefendablevaluation process.
01
Management Interview
A qualitative and quantitative analysis of the business. Including the history, products,
markets, customers, management and employees, facilities, capital structure, and competitors.
02
Document Review
Review important documents, including shareholder agreements and by-laws, key customer contracts, and leases.
03
Financial Analysis
Detailed analysis of the past 5-7 years of income statements and balance sheets, common-
size and industry peer group analysis to identify trends and anomalies.
04
Forecast
Develop a forecast based on management's input, but independently validated forecast of expected future operations.
05
Conclusion of Value
Apply the three business appraisal approaches: Income (earnings relative to public market returns), Market (develop price to revenue and earnings multiples), and Asset (analyze underlying assets and liquidation values). Reconcile the indications of value from each approach into a conclusion.
06
Written Appraisal Report
Document all the relevant research, analysis, observations, and conclusions, ensuring compliance with USPAP. Reports typically include over 100 pages based on specific facts.
0
Valuations Completed
Manuel Santana
President - BCA, BCA-R, CBI, CPPM, MBA, MSE
