Business Valuations Plus 

You receive much more than just a number

Very few business valuation professional can match the extensive marketplace experience Lighthouse Financial, LLC brings to business valuations. That is why we recommend their service.  Their "Marketplace Position and Summary of Values" Reports are unique in that they are based upon experience gained in valuing/selling more than 2,000 businesses (firms with revenues ranging from $100,000 to $50,000,000).  Their proprietary data base of transaction data, plus transaction experience, gives them 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, 
            Probable Transaction Structure              

Strategic Planning Tool

           

           

           

Value Enhancement Recommendations

           

           

           

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   (by 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, LLC "Marketplace Position and Summary of Values" 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, LLC develops a "Marketplace Position  and Summary of Values" 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 Increase Value and Profits of their business 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

What might the report cost?

Level One Valuation: Appropriate for small uncomplicated businesses with revenues under $500,000  where management desires a basic understanding of their company's position in today's marketplace. Price for this report typically ranges from $750 to $2,500 *  

Level Two Valuation:   Appropriate for use when revenues are between $500,000 and $5,000,000.  The price for this complete report typically ranges from $2,500 to $7,500 *

Level Three Valuation: Most appropriate for companies with revenues in excess of $5,000,000 in situations requiring a comprehensive business review.  The price for this full-text report ranges from $5,000 to $20,000 *

* Prices within each range vary with the scope and complexity of the assignment

Valuation Assistance for CPAs, Business Brokers/Intermediaries and other financial professionals

                    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