Whether your business is being sold because of burnout, health considerations, retirement, divorce, or other reasons, you need to understand the factors that build value in your company.

Understanding these primary factors will assist you in maximizing the value of your business.

UBC offers the experience, databases, and tools required to develop and support value conclusions. Our valuation reports are thorough and objective to assist in the specific business decisions that will be based on the resulting analysis.

Steps in the valuation process

UBC focuses on strong communication with the business owner to identify relevant factors that impact the valuation process. To ensure a fair and accurate valuation of your business, UBC uses the following proven process:
  • Meet with principals and their advisors to discuss the purpose of the appraisal and general guidelines to be followed.
  • Perform an on-site inspection of the business and interview key employees.
  • Analyze and recast financial statements.
  • Evaluate tangible and intangible assets such as contracts, proprietary processes, and market position.
  • Highlight strengths, areas for improvement, and growth opportunities.
  • Review final written report with principals.

Getting your company in shape for maximum value

In addition to valuation services, UBC can also help you determine how to maximize value and how to position your company in order to sell.

Important factors such as cash flow, profitability, margins, leadership succession, and many others can have a significant impact on the transaction value of your company.

Through our expertise and experience, we can help you understand the critical factors that buyers consider when examining a business.
Types of evaluations
Thumbnail Report
When you only need a rough idea of market value, a Thumbnail Report is the quickest solution. With a minimal amount of information and records, we can develop a report using industry-standard measures and calculations.

Full-Scope Report
For situations such as the sale of your business, IRS queries, or partner dispute, a Full-Scope Report may be necessary. This approach is an in-depth analysis of detailed company information and records. The result is a very accurate picture of the company's worth based on well-documented support facts.



Does your business
need an evaluation?
UBC will develop the right valuation for your situation.

There are a variety of reasons why your business might need a valuation at some point, including the following:
  • Selling the business
  • Dissolving a partnership
  • Divorce
  • Estate planning
  • Minority interest
  • Going public
  • Going private
  • Obtaining financing
  • Determining time to sell
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