Business Valuation (Certified)

Detailed Business Valuation Support for Complex Planning, Buying, Selling, and Growth Decisions

BizJump’s Business Valuation — Advanced service is designed for business owners, buyers, sellers, investors, and partners who need a more detailed valuation review than the Basic Valuation service provides. This service is ideal for businesses with more complex financial activity, multiple revenue streams, multiple owners, higher-value assets, investor discussions, acquisition planning, succession planning, partner buyouts, or serious sale preparation.

The Advanced Valuation service reviews financial, operational, market, and business value drivers to help estimate a reasonable market value for the business. The report may include a detailed valuation summary, adjusted financial review, seller’s discretionary earnings analysis, cash flow review, sales and earnings multiple analysis, market-based valuation, asset-based valuation, business risk review, industry classification review, growth opportunity assessment, and CPA-reviewed financial statement support.

A CPA review is included with this service to provide limited assurance that the financial statements do not appear to require material adjustments. This adds an additional level of confidence to the financial information used in the valuation process. A CPA review is more formal than a basic compilation but less extensive than a full audit.

A full audit is rarely needed for most valuation purposes. However, if a full audit is required by a lender, investor, court, government agency, regulator, or other third party, it must be requested separately and will be priced separately based on the scope and complexity of the work.

Typical Uses:

Selling a business
Buying a business
Exit or succession planning
Partner buyout discussions
Investor or acquisition discussions
Business restructuring
Multi-owner business planning
Financing or lender discussions
Growth and expansion planning
Valuation support where CPA-reviewed financial statements may strengthen the process

What’s Included:

Detailed valuation summary
CPA review of financial statements
Adjusted financial review
Sales and SDE multiple analysis
Cash flow and profitability review
Market-based valuation
Asset-based valuation
Industry and competitor review
SIC/NAICS code validation
Business risk and value driver assessment
Growth opportunity review
Review of ownership, operations, and key personnel
Summary of factors that may increase or reduce business value

Information Needed to Prepare the Report:

To complete the valuation efficiently, clients should be prepared to provide available business and financial information, including:

Three to five years of financial statements or tax returns
Year-to-date financial statements
Trailing 12-month profit and loss statement, if applicable
Balance sheet and profit and loss statements
Business type and primary location
Asking price, if the business is being sold
Cash flow information
Business background and history
Product or service description
Number of employees
Days and hours of operation
Top customers and customer concentration
Key employees and management roles
Owner duties, compensation, and hours worked
Facilities, leases, equipment, and real estate information
Inventory and business assets
Assets excluded from sale, if applicable
Marketing methods
Competitors and competitive advantages
Growth opportunities
Reason for sale or valuation purpose
Pending legal claims, if any
Additional supporting records requested by the CPA for the review process

Best For:

Business owners, buyers, sellers, and partners who need a deeper valuation review for major business decisions, including business sales, acquisitions, succession planning, investor discussions, partner buyouts, complex internal planning, or valuation support where CPA-reviewed financial statements may strengthen the process.

Please note: This is an advanced informational valuation service and is not automatically a certified appraisal unless specifically stated. The valuation report is prepared using information provided by the business owner or client, together with CPA-reviewed financial statement support. A CPA review provides limited assurance and is not the same as a full audit. Full audit services, certified appraisal services, legal services, tax services, lender-required services, SBA-related services, court-related services, government fees, and third-party fees are separate unless expressly included in writing.