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2019VALUINGSMALL TO MEDIUM-SIZED BROKERAGE COMPANIES Scott Wright, Vice President Alicia A. Vivian, C.P.A., Chief Financial Officer Trish Godiva, Senior Business Finance Analyst Stephen H. Murray,
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01
Begin by gathering all relevant financial and operational data related to the small- to medium-sized business.
02
Identify the purpose of the valuation, such as for potential sale, investment, or internal reporting.
03
Determine the appropriate valuation method, such as income-based, market-based, or asset-based approach.
04
Calculate the value of tangible and intangible assets, including inventory, equipment, intellectual property, and customer relationships.
05
Analyze the company's financial statements, cash flows, and profitability to assess its financial health and future prospects.
06
Consider market conditions, industry trends, and comparable transactions to benchmark the business's value.
07
Apply appropriate discounts or premiums based on factors like lack of marketability, control, or synergy.
08
Document the valuation process, assumptions, and findings in a comprehensive valuation report.
09
Review and validate the valuation report with relevant parties, such as management, investors, or regulatory authorities.
10
Seek professional advice from a qualified business valuator or consultant if necessary.

Who needs valuing small- to medium-sized?

01
Business owners who are considering selling their small- to medium-sized business and want to determine its fair market value.
02
Investors who are considering investing in or acquiring a small- to medium-sized business and want to assess its worth.
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Financial institutions or lenders who require a valuation for assessing the collateral value of a small- to medium-sized business.
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Public or private companies that need to report the value of their subsidiaries, joint ventures, or strategic partnerships.
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Legal professionals involved in disputes, mergers, acquisitions, or estate planning where the value of a small- to medium-sized business is a key factor.
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Government agencies or regulatory bodies that require valuations for taxation, compliance, or antitrust purposes.
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Valuing small- to medium-sized involves determining the worth of businesses that fall within the small to medium size range.
Business owners and individuals with ownership stakes in small to medium-sized businesses are required to file valuing small- to medium-sized.
Valuing small- to medium-sized can be filled out by providing relevant financial information, market analysis, and projections for the business.
The purpose of valuing small- to medium-sized is to assess the financial worth of businesses in this size range for various purposes such as transactions, taxation, and decision-making.
Information such as financial statements, market trends, industry analysis, and future projections must be reported on valuing small- to medium-sized.
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