How to Value a Business
Valuing Business Investments
American ValueMetrics (AVM) is a California based business valuation firm with over 40 years experience providing highly defensible, analytically sound, market based business valuation and advisory services. Our clients are U.S. and international firms operating under English common law legal systems. We consistently provide complex, sophisticated valuations for a variety of privately held financial instruments. We hold ourselves to extremely high standards and our conclusions of value to date have withstood IRS, Daubert and other challenges.
We provide our qualitative and quantitative analyses through financial modeling and our expert understanding of complex business enterprises, and we support our conclusions of value with detailed financial analyses and supporting legal foundations. The valuation report, as a whole, is easily comprehended and makes sense to the reader, and if required, to the court.
Reports and analyses prepared for potential litigation form the basis for our expert witness services where we are qualified experts in business valuation, private stock option valuation, intellectual property valuation and business damages.
Business Valuation for Early Stage Companies
For early stage companies, American ValueMetrics empowers entrepreneurs and C-Suite executives with business planning and valuation analysis to secure additional investment. From the business plan, valuation for a broad range of strategic scenarios is completed to provide a range of possible offering valuations and is tested with a feasibility study that identifies a range of potential outcomes for negotiation. AVM also provides offering memorandums, helps connect potential entrepreneurs with funding sources - crowd funding, private equity and angel investor, and negotiating team support.
Budgeting and Forecasting Services
For growing companies AVM offers planning, budgeting and forecasting services to enable financial statement projection and support regular management forecasting and planning. AVM helps with the labor-intensive and cumbersome initial set-up, in addition to the creation of strategic operating model assumptions. After system set-up, AVM will either update the models on an ongoing basis, or implement the modeling systems and train staff to assume management of these planning tools, depending on client preference.
For mature companies, AVM facilitates strategic planning and its analysis. Once a company has achieved a stable market position and generates sufficient cash flow to look at additional investment opportunities, the next step is strategic planning - an assessment of internal assets and capabilities against the opportunities and the profit potential of the market to determine where the company should move in the future. AVM facilitates strategic planning activity in companies that have not yet reached sufficient size to fund the internal expertise to lead this critical task.
Exit Planning and Liquidity Events
Completing the investor/owner lifecycle, AVM helps with exit planning and liquidity events which can take the form of a full or partial sale, ESOP implementation, estate plan or orderly liquidation. AVM will evaluate the possible scenarios and help ownership decide on the value-maximizing course to benefit their stakeholders.
Our valuation reports meet the professional standards of USPAP, NACVA and NEBB and the regulatory requirements of IRS, ERISA and DOL while our professionals hold the designations of Certified Valuation Analyst (CVA), Master Analyst in Financial Forensics (MAFF), Certified Senior Business Analyst (CSBA), and Certified Machinery and Equipment Appraiser (CMEA).
Contact Us Today
Please contact us to discuss your valuation, business planning or litigation support needs. Or, browse through the information by choosing a service area.
Valuation Quote Request