Business Valuation
Certified and affordable business valuation services tailored to your specific needs. Know your business worth with confidence.
Professional Business Valuation Services
SpotOn Financial offers certified and affordable business valuation services tailored to different client needs. Our reports are provided by industry-endorsed software and supported by licensed experts who follow recognized professional standards.
We offer no-cost consultations to help determine timing, valuation approach, and pricing based on your specific situation.
When You Need a Business Valuation
Buying or Selling a Business
Understand the realistic value of a business to ensure your goals are met in any transaction.
Financing & SBA Loans
Certain funding amounts or transaction types trigger the requirement for an independent business valuation under SBA rules.
Dispute Resolution
Shareholder or partnership disagreements where the value of ownership or business must be fairly assessed.
Tax Purposes
Changes in ownership or capital structure, or when valuing intangible assets for tax reporting.
Our Valuation Process
We follow a thorough, transparent, and defensible process to deliver valuations you can rely on.
Standards & Expertise
Reports meet or exceed professional standards (USPAP, NACVA), prepared by accredited appraisers.
Valuation Approach
We use multiple approaches depending on the purpose-asset-based, income-based, or market-based. Intangibles are handled with specialized methods.
Data Collection & Recasting
Review financials, adjust for owner perks, non-recurring items, and understand risk factors.
Analysis & Comparables
Research industry trends, economic conditions, and market comparables to support the valuation.
Review & Final Report
Draft report reviewed with client and advisors. Final report includes assumptions, risk factors, and full explanation.
Valuation Approaches We Use
Depending on the purpose of your valuation, we employ different methodologies:
- Asset-Based Approach: Values the business based on the fair market value of its assets minus liabilities.
- Income-Based Approach: Values the business based on its ability to generate future income and cash flow.
- Market-Based Approach: Values the business by comparing it to similar businesses that have been sold.
- Intangible Asset Valuation: Specialized methods like excess earnings or relief-from-royalty for IP and other intangibles.
Free Consultation
Not sure if you need a valuation or which approach is right for your situation? We offer no-cost consultations to help determine timing, approach, and pricing based on your specific needs.
Get Your Business Valued
Contact us today for a free consultation to discuss your business valuation needs.