COhen Kogan
+ Valuations
Are you in need of a business valuation? Our nationwide business valuation firm is ready to serve your needs. Our Team of Professionals can provide business valuations for needs such as:
- Mergers & Acquisitions
- Buy / Sell Agreements
- Purchase or Sale of Ownership Interest
- Bank Financing
- Business Planning
We are a non-profit organization specializing in valuations for minority and/or women owned businesses as well as Veteran or military owned companies.
Business Sale & Acquisition Consulting.
As an SBA qualified business valuation appraiser, we offer business valuations and appraisals for all SBA lending and provide a full range of valuation-based consulting including mergers and acquisiitons advisory services.
SALE OF A BUSINESS
We offer 3rd party valuation services for business brokers and SBA lenders for main street local businesses.
Market Data Reports
Using utilizing a database of over 13,000 sold businesses, this report compares your revenues and earnings to similar businesses which have actually sold.
Value Analysis
The Value Analysis is a limited scope business valuation designed specifically for the “Main Street” business. with sales of $1,000,000 or less.
Formal Valuation (Limited Scope)
The Formal Valuation (Limited Scope) is a limited scope business valuation intended for the standard small business with sales between $1,000,000 and $5,000,000.
Merger & Acquisition Valuation
The Merger & Acquisition Valuation is a comprehensive business valuation for transactional purposes and is developed in accordance with the Uniform Standards of Professional Appraisal Practice.
IRS Revenue Ruling 59-60
A USPAP governed valuation developed for litigation focusing on US Court Reviews, Cited Court Precedents, and in-depth analysis and research of minority and marketability discounts. Intended for Estate Tax, Gift Tax, ESOP’s, Divorce, and any situation requiring litigation .
SBA Business Valuations
We provide SBA Business Valuations to lenders, answering the question “how much is the company worth?” Our goal is to provide both lenders and their borrowers with an accurate business appraisal in order to support the lender’s decision to move forward with the loan, and the buyer’s decision that the business is worth the investment.
Some Recent Valuations
Whether you are a small local “mom and pop” shop or a company with 100+ employees, we can answer the question, “how much is my business worth?”
Our Skills
A business valuation or appraisal is the independent and unbiased process of determining a supportable opinion of the value of a business, business ownership interest, security or intangible asset as of a specified date.
Understanding who will need a business valuation
A business valuation is an essential part of running a business and sooner or later every business owner will need an accurate and reliable valuation or an appraisal. We will prepare an independent third party report for a variety of circumstances:
A business valuation is an essential part of running a business and sooner or later every business owner will need an accurate and reliable valuation or an appraisal. We will prepare an independent third party report for a variety of circumstances:
- the sale or acquisition of a business
- an exit strategy
- liquidation
- to obtain a loan or financing
- restructuring from “c” to “s” corporation
- valuing intellectual property
- shareholder disputes
- retirement planning
- life insurance
- buy/sell agreements
- employee stock option plan (ESOPs)
- pre-nuptial agreements
- divorce proceedings
- litigation
- gift and estate taxes
- partnership agreement
- acquisitions/SBA Valuations – 78%
- litigation – 12%
- buy/sell agreements – 10%
Valuation Products Available
- Broker Opinion of Value (BOV) – A report that is done by a Business Broker for the sole purpose of estimating the fair market value of a business prior to taking it to market. Typically done on businesses with enterprise value less than $1 million.
- Calculation of Value Report – A report that presents a calculated value and is compliant with the standards of the Institute of Business Appraisers (IBA) and National Association of Certified Valuators and Analysts (NACVA).
- Business Valuation Report – A formal summary report that is used primarily for non-litigation situations. This restricted-use abbreviated report is typically all that is needed for determining the selling price of a business or assisting in establishing a buy-sell agreement between partners/shareholders.
- Business Appraisal Report – This formal comprehensive report is suitable for litigation support and review by third parties such as the IRS. The report explains in a step-by-step manner what was done and how the value was derived.
From Our Clients
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Andy was thoughtful and efficient in providing a solid product. I have no hesitation in recommending his services.
Great work in a timely manner! Exactly what I was expecting! I strongly recommend services from California Business Valuation! Thank-You
Excellent job! Very precise, methodical and professional. I would go back again for future business evaluations. Absolutely! High Five
Daniel was very professional and provided the service as quoted. I have used his Valuations service twice. I am a repeat customers so that should say much about him. I will be using him again in the future….