LighthouseFinancial, LLC
Advisors to Businesses in Transition

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Business Valuation and 
Value Creation Recommendations

You receive much more than just a number

Very few business valuation professional can match the extensive marketplace experience Lighthouse Financial brings to business valuations. Our reports are unique in that they are based upon experience gained in valuing and selling more than 2,000 businesses (firms with revenues ranging from $100,000 to $50,000,000).  Our proprietary data base of transaction data, plus transaction experience, gives us the ability to produce a reality based report rather than scholarly and academic treatises that can only be understood by CPAs, MBAs and PHDs.

When you finish reading your report you not only know the real value of your business but you also have:

            Valuable Strategic Planning Tool, 
            Value Enhancement Recommendations, 
            Description of your Ideal Acquirer (for when the time comes), 
            Estimated Fair Cash Value, 
            Estimated Fair Market Value (if you were to participate in the financing), 
            Probable Transaction Structure              

Strategic Planning Tool

            Understand how to build VALUE in addition to profits
           
Benchmark your business practices compared with those of others in your industry
           
Identify opportunities for improvement

Value Enhancement Recommendations

            Specific recommendations to enhance the value of the enterprise  
           
Gain control of business’s value
           
Ability to include value enhancement considerations in future decision

Description of Ideal Buyer/Investor

  Gain an understanding of the different buyers in today’s marketplace, what they will pay and why
 
Preserve confidentiality and value by limiting marketplace exposures
 
Only "right buyers" who pay "right prices" need be introduced to company
  Reduce possibility of becoming shop worn

 Fair Cash Value

Understand how asset values, cash flows, bank financing and business environment combine to produce a cash price
Provide basis for consideration of seller participation in financing a transaction

 Fair Market Value   (ASA* definition includes seller financing)

Ability to compare cash price with a price where seller provides some financing
Make an informed decision to participate based upon amount involved and quality of the buyer
* American Society of Appraisers

 Transaction Structuring

Identify structure best suited to minimizing tax impact (It’s not what you get but what 
you get to keep that’s important)

Structure the transaction so the business will stay sold
Construct a win win transaction

 Summary

With a  Lighthouse Financial report for your business you will know how to:

Gain control of your company’s value
Build value in addition to earning profits
Make decisions designed to increase value as well as profits
Sell your business for the most money quickly and quietly when the time comes 
View of your business from the outside in 
Understand factors that drive your company’s value
Enjoy the ability to control and grow your company’s worth while increasing profits
Gain insight as to your company’s value based upon experience gained in over 2,000 transactions
Be able to structure a transaction that increases value, minimizes taxes and risks

As you can see, you get more than just numbers when Lighthouse Financial develops a survey for your business.  In addition, the report will satisfy the requirements of IRS Revenue Ruling 59-60.

Reports include: a complete text summarizing the results of a comprehensive business and financial analyses that includes: 

    financial statement and balance sheet adjustments, 
   
projections, ratio analysis, 
   
risk analysis, 
    bankability analysis, 
   
justification of purchase price, 
   
probable transaction structure and 
   
comparison with industry. 

This report is often used for mergers and acquisitions as much of the "due diligence" necessary for the acquisition of a company is accomplished in the process of valuation.

Who needs this service?

Business owners and their advisors who wish to know the real value of their business and understand how to its Increase its value or need to establish Value for:

  Buy-Outs    Bank Loans  Strategic Growth     Growth via Acquisition
 
Buy-Ins  

Going Public   

Estate Planning

Prepare Business for Sale
 
ESOPs 

Refinancing

Attract Investors

Sale of Company
 
 

                    Main Massachusetts Office                                                                           Affiliate offices throughout New England and 
                Phone ~ Toll Free 888-556-8118  ~  Local 508 794-1200                                                                    in Chicago, Naples, Tampa,
and Miami                   info@LighthouseFinancial-LLC.com                                                                                           Additional affiliates offices under development