Many factors come into play in a business valuation. Aaron Morgan knows what works and explains the methods in understandable terms drawing the proper information and resources together. We do this objectively, including making appropriate market comparisons and will counsel you on how to improve your businesses’ value and marketability.
It is often said that a business is worth what a buyer is willing to pay and the seller is willing to accept. While this is ultimately true, there are many circumstances in addition to a potential sale that require a documented valuation of a business. Placing the right value on your business is essential for any of the following purposes:
- Selling your business at its Fair Market Value
- Providing a lender with Fair Market Value information for a business loan
- Planning for a merger, acquisition or stock offering
- Developing an estate or tax plan to protect your wealth
- Transferring the business into a trust or create a succession plan
- Determining the value of assets and liabilities for a divorce settlement
- Assisting attorneys in litigation
- Settling an insurance claim
- Setting up an Employee Stock Ownership Plan (ESOP)
As a result of our aggregate experience in law and finance, as well as buying, operating and selling businesses, Aaron Morgan knows there is more to the value of a business than tax returns tell you. We understand the impact of underlying market conditions, competitive factors, industry forces, and short-term imbalances and we know the questions to ask to gain the full picture of the worth of a business.
Once all information is assembled, Aaron Morgan will analyze and value your business together with the assistance of other industry professionals. Nothing impacts the ability to successfully sell a business more than correctly valuing the company. At Aaron Morgan we strongly recommend our clients invest in a third-party appraisal which is typically a fraction of a percent of the ultimate selling price, yet produces an enormous impact in generating interest,
