M & A for TPAsWelcome Sales Services, Inc.
Discreet Business Brokers for Benefits TPAs
Business Valuations
Fifteen (15) reasons or events prompting the need for Business Valuations:
- Death
- Disability from an accident
- Disability for medical health reasons
- Divorce
- Forced relocation of an owner, such as for family or health reasons
- Sound estate planning in advance, with contingencies for the above events
- Estate settlement purposes with taxing authorities
- Dissolution of a partnership when one or more partners leaves
- Irreconcilable differences or personality clashes between/among owners
- Valuing the price at which new owners or junior partners can buy in or exercise stock options in a non-publicly traded company
- To determine funding levels of Buy-Sell or stock redemption business continuation plans
- Determining a starting price from which Buyer-Seller negotiations can reasonably begin
- Determining a fair market value, perhaps using more than one valuation methodology, to determine a starting point from which negotiations can begin for buying or selling the business
- Periodic sound business planning
- Curiosity or achievement assessment
- Comprehensive valuation under the three standard approaches... Asset, Income and Market Capitalized Excess Earnings...the classical Treasury Method used to value goodwill and total business value
- Market comps...get the price range, average and median values based upon comparable sales across 420 industries
- Multiple of discretionary earnings method...appraisal based upon business earnings and a set of key financial and operational value drivers
