Schedule an Appointment Today

949.598.0986

Your Business Valuation and Asset Appraisal Experts
Your Business Valuation and Asset Appraisal Experts
Schedule Your Appointment Today
1-949-598-0986

Getting Started with your business Valuation

NBA professionals are hired by clients to value businesses for bank lending, gift tax, estate tax & planning, divorce and share holder dispute purposes

The Business Valuation Process

What To Expect When You Hire National Business Appraisers

  1. Call or email us for a free consultation
  2. Request a Bid - submit form online or download and fax
  3. Engagement Letter is signed by both parties
  4. Refer to Document Checklist for items needed
  5. Fill out Questionnaire and return online or by fax
  6. Submit requested Documents with 50% Fee agreed upon by both parties
  7. Site visit and observation of the Business and its Assets is performed along with interviewing the owner or president and key personnel
  8. Relevant economic information is sought
  9. Relevant industry information and ratios are sought
  10. Company Ratios are developed
  11. Company Ratios are compared to the industry ratios
  12. Ratios are analyzed
  13. Assets and Liabilities are adjusted to their Fair Market Values
  14. Normalizing and Control Adjustments are made
  15. Cost Approach is completed utilizing the appropriate Methods for the circumstances
  16. Future Cash Flows are determined
  17. The long term Growth Rate for the nation and Business are determined and compared
  18. Market Comparables are sought
  19. Market Approach is completed utilizing the appropriate methods for the circumstances
  20. Risk Assumptions and Premiums are developed
  21. Income Approach is completed utilizing the appropriate methods for the circumstances
  22. The results from the Methods utilized under the three Approaches are reconciled to determine a conclusion of Value
  23. Valuation Analysis and Report prep begin
  24. Client reviews Report Draft for correctness of facts
  25. Final Valuation Report is completed
  26. Final payment is tendered
  27. Final Valuation Report is delivered to Client in an Exit Conference or by mail