An independent valuation and pre-deal screen for businesses under $2M, prepared by a Chartered Business Valuator and delivered in five business days. For buyers and sellers of stores, restaurants, franchises, trades, and service businesses.
Sanjay Kulkarni, CPA, CBV, CFA, C.Dir. More than 100 valuations completed. Toronto and Ontario-wide.
Fixed fee. Five business days. Buy side or sell side. No hourly billing and no surprise invoice.
A short, standardised, evidence-based review of the things that actually move the price in a small business transaction.
Five business days from receipt of the financial information. Faster where a deadline requires it, arranged on the call.
You describe the business and the stage you are at. I tell you whether this report will help, and what information will be needed. If a full report is not warranted, I will say so on the call.
Financial statements, tax filings, the lease, and whatever the seller or broker has provided. A short list is sent after the call, and gaps are normal at this stage.
You receive the written report, followed by a working call to go through what it found, where the risk sits, and what to do with it at the negotiating table.
Lenders that require an independent valuation for acquisition financing, including CSBFP loans, generally require it from a Chartered Business Valuator and need to be named as an intended user. Tell me on the call which lender is involved and the report is scoped accordingly.
Usually yes, and the mess is itself information. Where records cannot support a claim, the report says so, which is often more useful to a buyer than a tidy number resting on nothing.
Yes, for a business under $2M with a single location and one set of financial statements. If the situation turns out to be materially larger or more complex, you will hear that on the call, with a revised fee, before any work starts.
Yes. A standing fixed fee and turnaround for referred buyers can be arranged, which keeps you clear of the conflict that comes with providing the number yourself.
Prepared under CBV Institute Standards of Practice. The level of report, the purpose, and the intended users are set out in the engagement letter before work begins.
Fifteen minutes on the phone, no charge. If the report is not the right thing for your situation, I will tell you that instead of selling you one.
Sanjay Kulkarni, CPA, CBV, CFA, C.Dir. Twenty-five years as CFO of mid-market companies and more than one hundred completed valuations.
