Requesting a Valuation
To request a valuation, The Waterfront Group will require recent full-year and interim financial statements and federal corporate tax returns. These will be used to determine the business' cash flow, also known as the adjusted net income or owner's discretionary cash (ODC). Taken together, the adjusted net income and cash flow multiplier determine the valuation range for the business.
Ultimately, the final consideration (price) paid reflects the parties' respective motivations, goals, and non-price terms of sale. At The Waterfront Group, our goal is to obtain the best combination of price and terms that meet our clients' objectives in the shortest amount of time, while maintaining confidentiality throughout the process.
For business succession issues that go beyond the scope of our expertise, we draw upon a network of professionals to address your unique circumstances. This network includes transaction attorneys, CPAs, commercial lenders, and wealth managers.