Valuation
There are many reasons why you may want a valuation for your business. All business owners wonder how much their business is worth. In other situations, a valuation actually required. Common situations where ClearPath is hired to help with a variety of valuation projects including:
Our Approach
Our valuation service is designed for you, your business, and the industry in which you operate. Unlike other cookie-cutter valuation firms, we understand every business is different and must be analyzed carefully. We take pride in the fact our research, modeling, and analysis is done in-house, and in-house only.
Our experts learn your business inside-and-out, resulting in valuations that are clear, realistic, and defensible if challenged. Alongside the long-form valuation report, we take the time to explain in real-world business terms the why behind your business’ valuation.
1. Intro Call
2. Data Collection and Q&A Calls
3. Financial Analysis & Research
4. Valuation and Modeling
5. Presentation of Draft Report
6. Issue Final Report
1. Intro Call
Introductory call to define the purpose and scope of the valuation and subsequently send you our full proposal.
2. Data Collection and Q&A Calls
After you formally engage with us, we send over an information request list with all the information we need to review in order to value your business. Common items include financial statements going back several years, recent tax returns, corporate documents, etc.
During this phase we also schedule a Q&A call with you to discuss business operations and your expectations for future revenue and profits.
3. Financial Analysis & Research
Once we have all of the information that we requested, we begin our financial analysis of your business. During this phase we also examine the industry you operate in for trends and M&A activity.
4. Valuation and Modeling
After our research and financial analysis is complete, we fine-tune our valuation models and begin writing up our findings.
5. Presentation of Draft Report
At ClearPath, we want to make sure we get it right. Accordingly, we share a draft valuation report with you before its finished. Then we schedule a call with you to review and make sure our valuation assumptions accurately represent your business. If necessary, we make adjustments to this draft before we issue the final draft.
6. Issue Final Report
Our last step is to put our writeup through a rigorous quality-control process and then issue the final report to you.
Why Choose ClearPath?
