Business Valuations are a necessary part of exit planning and preparation for the sale of any company. DBG Advisors offers this service to its potential clients as a stand-alone service if desired. We compile a Broker’s Opinion of Value for clients who wish to benchmark their company’s value prior to and/or apart from the listing of their company for sale. In order to provide this service we sign a Confidentiality Agreement and collect the following information:
The last three years P&L and Balance Sheet plus interim financials to date.
The last three years Corporate Tax Returns.
One owner’s compensation, by category, for the last three years plus interim period.
An itemized list of any non-recurring capital expenses for the last three years.
Note: A fee may be charged for this service based the size and complexity of the company.