Insights
Short articles that each answer one question about business valuation, written the way we would explain it on a call.
Why the valuation date matters
Every valuation report states a value at a particular date. What that date is, how to choose it, and why it comes first.
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Trading business or asset-holding entity: why we ask
A short question when you start, with a large effect on how the business is valued.
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What happens after you start a valuation
Starting takes a few minutes. Here is everything that follows, in the order it happens.
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What three years of financials tells a valuer
Why we ask for three years, what we look for in each one, and what happens when a year was unusual.
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Valuing a business for a share transfer
What changes when shares move between family members or business partners.
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How a valuer chooses a method
The three common approaches, and why most small businesses end up with one of them.
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When the tax office needs a valuation
The situations where a formal report is expected, and what it needs to show.
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What to have ready before you start
A short list that makes the information request quicker.