PDF Print E-mail

Business Valuation Process

1. Your Sunbelt of UK business broker meets with you to determine what type of business valuation is required.

2. During the meeting, your business broker will assist in the completion of the Company Profile information needed for the type of business valuation selected.

3. Once the Company Profile has been completed and the financial documents obtained, the package of information is mailed, faxed, or emailed to third-party Valuation Analyst.

4. The Valuation Analyst will review the documents and begin the valuation. During this process, if the Analyst has any questions or requires additional information, he will contact your business broker to obtain them.

5. The valuation process for a Snapshot, Value Analysis, or Limited Formal will take five to ten business days once we have the required financial information, a completed Company Profile, and all questions have been answered. The M&A and all Comprehensive reports will take four to six weeks due to the complexity of the business valuation.

6. Within five to seven business days, the analyst will issue a preliminary review of the business valuation. This review is crucial to the final report. It assures that all details have been considered and allows for any adjustments that may need to be made based on new information or further clarifications.

7. Once the review with your business broker has been conducted, the analyst will finalize, print and mail the final valuation report.

8. Your Sunbelt of UK business broker will receive two hardcopies and an electronic copy (if requested) of the final report. Shipments are typically sent express mail by the post office. Overnight deliveries and additional copies are offered for an additional cost.