Get in touch
Valuation
Having a realistic valuation of your business will be key to pricing it well and selling it quickly without leaving money on the table. We offer free valuations as the first step, even if you aren’t sure you want to sell your business. Apart from business valuation services, we also offer business brokerage services and help clients understand all about the California business marketplace, franchise opportunities in California, business valuation, business acquisition, US business opportunities, and California business opportunities.
To speed up your pre-qualification, having the following documents ready to send to the lender.:
- The last 3 years of business Federal tax returns.
- A year-to-date Profit and loss (P&L) and Balance Sheet, and Accounts Receivable (A/R) and Accounts Payable (A/P) aging reports if applicable.
- The Broker’s Offering Memorandum which should include the asking price and what’s included in the sale.
- A Seller’s Discretionary Earnings (SDE) calculation for the last three years and interim. The SDE should identify all addbacks the lender should consider with explanations for nonstandard addbacks outside of seller’s compensation, depreciation, amortization, and interest expense. i.e., non-recurring expenses, family wages for family members that do not need to be replaced, etc.
- Any customer concentration details, if applicable.
