What are the benefits of a professional Business Valuation?
Formal and even informal assessments help you know the state of your company and whether you’re on track for where you want it to go. Beneﬁts include: more accurate ﬁnancial decisions and insightful strategic planning, better risk management, improved financial opportunities, and bolstered competitive advantages.
What sets Sofer® Advisors apart for SMB Valuations?
Too many SMB owners forego formal or informal valuations because they assume valuation expertise is strictly for big business, they feel intimidated by the process, or have had bad experiences with valuation firms applying a generic cookie-cutter approach . Complicating matters, many firms sentence clients to “death by vernacular” by filling their reports with accounting jargon that won’t move your business forward.
At Sofer® Advisors, we’re focused on providing expert valuation services for businesses of all sizes—with special expertise tailored to the unique needs of small-to-midsize businesses. Our team guides and educates SMB owners on how to leverage their valuation into actionable intelligence, improving their company and their bottom line. This especially applies to family businesses. We’re one too!
We work with you every step of the way to ensure you understand the entire process and to maximize beneﬁts received. Beyond providing valuation services, we offer comprehensive consulting and guidance to transform insights into action, driving strategic planning to grow your business.
Is Business Valuation a formal process?
Certified Business Valuations are a formal process examining every aspect of your company to assess your business’ value.
They provide defensible, credible, and sensible results that lenders, investors, potential buyers, and other stakeholders can trust.
However, there are informal report options that have fewer formal processes in order to maximize accuracy for a given budget.
Why must a third party perform Business Valuation?
Business Valuation shouldn’t be done in-house. A third party removes bias from the equation. This is helpful for strategic planning, mergers and acquisitions, and other use cases demanding an objective picture of your value. Such neutral insight is especially ideal for mediating business disputes and other situations where parties are on opposite sides of the value spectrum (low vs high).