Expert
We prepare certified business valuations to support SBA Lenders, CPA, and Attorneys.
When placing a price tag on your business, it’s easy to get “lost in the numbers” – or lack thereof, as is often the case with small businesses’ accounting records. This is where we shine by asking you the “right” questions to help fill in any information gaps.
If you want an accurate, detail-oriented valuation – and you need it fast – you’re in the right place.
We deliver valuation reports compliant with the SBA’s SOP in 5 business days.
We never sacrifice quality, and attention to detail is our main priority.
Find answers to common questions about the business brokerage process, fees, and working with TWS Advisory.
When you’re thinking about selling and want a ballpark figure for your business’s worth, an opinion of value is what you need. We provide this service free of charge, giving you a general idea of your business’ value without any cost.
On the other hand, a certified business valuation is necessary for more formal needs such as tax filings, litigation, or bank underwriting. We start with a consultation to understand your specific needs, the information you have available, and your timeline. After this, we provide a fixed fee quote for completing your valuation.
The timeframe for completing a certified business valuation depends on the complexity of your business and the availability of necessary information. Generally, once we have all the required data, the process can take between two to four weeks. For summary reports commonly issued to SBA lenders, we can complete them in as little as five business days. We start with a thorough consultation to understand your needs and set a realistic timeline.
To provide an accurate certified business valuation, we typically need detailed financial statements for the past three to five years, a list of your assets and liabilities, information on your customer base, and any other relevant operational data. During our initial consultation, we’ll outline all the specific documents and information required.
Yes, a certified business valuation can impact your taxes, especially in situations involving estate planning, gift taxes, or change of ownership. Having a certified valuation ensures that you have a well-documented and defendable value that can be presented to tax authorities, potentially saving you from disputes and penalties.
Discover the true worth of your business with our comprehensive business valuation services. Our team of experts will provide you with accurate and reliable valuations that can help you make informed decisions.