409(a) Appraisals
Issuing options or equity compensation? Quantive performs appraisals for 409(a) reporting requirements.
Exit Planning is a process, not an event. Entrepreneurs that successfully cash out from their business often have one thing in common: they’ve planned for their exit.
In many cases that process starts with a valuation for your business- it’s one of the top reasons we are engaged. Smart owners seek to understand – and benchmark – present value so that they can plan a course of action forward. Afterall, how can you effectively plan for your exit (a financial event) when you don’t know the starting point (your current financial position)?
While each situation is different, the general exit planning process we follow is:
It all starts with a formal, credentialed valuation. Our goal is to provide a thoroughly reasoned, well supported report that shows not only the value calculated, but also the framework and underlying assumptions that go into the development of value.
Know where you are starting. Studies show most business owners drastically over estimate their company’s value. Being honest with yourself is the first step in planning.
Give your financial planner hard data to work with. Studies consistently indicate that, for most small business owners, their business is their largest source of net worth. How can your financial planner plan without this data?
Now isn’t always the right time to pursue an exit. But a byproduct of a business appraisal is a road map to enhancing value. User your valuation to help focus your improvement efforts.
Issuing options or equity compensation? Quantive performs appraisals for 409(a) reporting requirements.
Thinking about retirement? Planning for a sale? A business valuation typically is the starting point of any sound exit planning process.
We provide litigation support for shareholder disputes, lost profits, shareholder oppression, commercial litigation, and various other reasons.
Quantive provides a business valuation in support of buy-sell agreements, to include buy-ins and buy-outs, as well as shareholder disputes.
We perform company valuations in support of various gifting strategies, as well as in support of probate requirements.
A core part of our practice is preparing business appraisals for SBA loans, as required by the SBA SOP.
Your company is probably your largest asset. A business valuation for selling a company just makes good sense.
Smart entrepreneurs routinely retain Quantive to understand price early and gain a roadmap for impending price negotiations.
Quantive is a veteran owned and operated financial services firm. We work exclusively on matters related to corporate value: business valuation, value growth, and M&A advisory.
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