Business Valuation

Business Valuation 2026

Trak Business Valuations provides CPA-led business valuation services performed by experienced professionals who have completed hundreds of certified business valuations. We work closely with our clients to understand their businesses, industry conditions, and the financial drivers that determine value. Our process emphasizes detailed financial analysis, sound judgment, and clear, well-supported conclusions of value.

We believe clients should not have to choose between low-cost, template-based business valuations and the high fees often charged by larger valuation firms. Trak is built to provide strong value in the middle: accurate, defensible business valuations at a reasonable cost.

We do not produce one-size-fits-all valuation reports. Each business valuation is tailored to the specific company, industry, facts, and purpose of the engagement. At the same time, we remain cost-conscious and practical, helping clients obtain a high-quality valuation report without paying unnecessary big-firm pricing.

The result is a defensible, accurate business valuation report that is professional, useful, and cost-effective.

We have access to extensive business valuation data across virtually all industries, allowing us to value companies ranging from small privately held businesses to larger and more complex organizations.

When timing is critical and information is promptly available, we can complete a business valuation in as little as one week. However, our typical turnaround time is approximately two to three weeks, which allows for a more thorough analysis, better documentation, and a stronger final report.

We provide business valuations for a wide range of purposes, including:

Our business valuation reports are designed to be clear, supportable, and suitable for use in litigation, tax matters, and financial decision-making. When compared to other valuation firms, our goal is to deliver a report that is equal or superior in quality, analytical depth, and practical usefulness.

What is your business worth?

Have an existing business and want to know what it is worth? Smart. Knowing the value of your business is important for growth planning, succession, partner matters, financing, and eventual sale. Once you understand the value of your company, our consultants—or your financial advisor—can help you make better decisions about how to grow and improve it.

Thinking about selling with a broker? That can be a very good move—but do not rely on a broker opinion alone to value your company. Instead, rely on a professional, standards-based business valuation that is objective, accurate, and well supported. The strongest brokers often prefer to go to market with a formal business valuation in hand.

Business Valuation Report

Our business valuation reports are designed to be accurate, professional, and easy to understand. We tailor each business valuation to your company, your facts, and the purpose of the engagement, so the final report is both practical and relevant. Whether you need a business valuation for selling a business, partner disputes, divorce, litigation, tax planning, financing, or succession planning, we provide a report that is clear, well-supported, and defensible. After the valuation is complete, we walk you through the report and explain the analysis and conclusion of value so you know exactly what you are receiving. We help clients obtain credible business valuation reports that can withstand scrutiny from attorneys, courts, lenders, the IRS, and other interested parties.

Our valuations meet IRS, SBA, and USPAP requirements. The valuations are prepared in accordance with the “Statement of Standards for Valuation Services No. 1” (SSVS) of the American Institute of Certified Public Accountants and Uniform Standards of Professional Business Valuation Appraisal Practice (USPAP).

Know Thyself, Accurately

Example Report Contents

1-10: Intro | Scope | Company Overview
11-41: Economic & Industry Reports
42-52: Financials: Historical | Normalized | 5-Year Financial Projection
53-55: Valuation Approach Overview
56-60: Risk Components
61-74: Business Valuation Methodologies (9 methodologies)
73-84: Conclusion of Value | Discounts | Gut-Checks
85-90: Concluding Items

Valuation Special Features

CPA-based financial normalizations
5-Year Projected Financials
Professional Market Data compared to BizBuySell analysis
Industry & Economic Reports: pinpoint to the Company
9 Business Valuation methods: 2 asset, 3 market, and 4 income
Tailored multiples & risk factors, not from a book
Discount calculations (marketability discount & minority interest discount)
"Gut Checks" - Does the valuation amount make sense?

Guarantee

We guarantee our valuations for 2 years from the valuation report date. This means we make any necessary adjustments to the valuation for its time period. We also back our valuation for this time period, meaning we meet with interested parties concerning the valuation for up to 2 years.

We simplify the complex valuation process

Business Valuation Process

Part I: Understanding the Business

Interview management, reviewing business and financial operations.
Document the interview(s) for business valuation purposes.
Compile business documents. We request all the pertinent documentation we need for the valuation: up to 5 years of tax returns and other financial documents such as P&Ls, balance sheets, AR aging report, AP aging report, customer revenues by percentage of revenues over 3 years, Operating/Partnership Agreement, asset listing (depreciation schedule), and building lease copy.
Review and synthesize business information.
Research and analyze the industry and market in which the business operates, obtaining significant relevant industry data that will be included in the final report, providing industry risk profile for valuation calculations.
Determine NAICS code for industry report and industry comparables.
Study and document economic conditions as of the valuation date.
Analyze company financial data:

Up to 5 years of financial records detail
Analyze and reformat financial information
Ask financial-related questions
Analyze business financial condition, performance and trends
Calculate and examine relevant financial and/or operating ratios
Compare financial performance to the industry
Normalize financial data to provide the proper basis for valuation

Part II: Client Questions and Review

Ask detail questions to client regarding operations, outlook, market environment, financials, adjustments and assumptions.
Review the financials, industry report selection, adjustments and assumptions with the client.
Make any adjustments as needed, then review until client is satisfied with financials and adjustments. Many times this is done via multiple emails, but it may be a virtual meeting as well.

Part III: Business Valuation Service Method Analysis and Calculations

(1) Market Approach. Under the Market Approach to business valuation, we consult the marketplace for indications of business value. We generally use the private company sales data, but use publicly traded sales data when needed. Our team selects companies which resemble the subject business in terms of their financial and operational characteristics. The team then statistically analyzes and calculates appropriate market multiples: price/earnings, price/revenue, price/book value, etc. We also show you how you stack up to the thousands of businesses sold each year on the BizBuySell.com website.

(2) Asset Approach. The asset approach to business valuation considers the underlying business assets in order to estimate the value of the overall business enterprise. The business valuation methods under the Asset Approach include:

(3) Income Approach. The methods under the Income Approach include:

Reconcile the valuation method results and decide how much influence each should have in the final conclusion.
Apply appropriate premiums and discounts to values indicated by the above methods. For minority interests, we consider control attributes. We also consider a discount for marketability, analyzing marketability attributes.
Test the reasonableness of the value conclusion.

Part IV: Produce and Deliver the Valuation Report

Write an understandable report in the agreed-upon format. A full report presents relevant facts, explains the analysis and procedures used, and provides supporting evidence for conclusions.
Review, proof-read and finalize the report.
Upon final payment, set up a meeting to go over the report virtually with Client and other interested parties of Client choosing.
Deliver the final report to Client, in a professional PDF format.

Our Locations

Bay Area | Orange County | LA

21771 Stevens Creek Blvd #100, Cupertino CA 95014

Business Valuation Colorado

20969 Woodside Ln Parker CO 80138

Business Valuation Florida

1781 Bridgewater Dr Melbourne FL 32934

Business Valuation Philadelphia

1930 Nester St Philadelphia PA 19115

Business Valuation Arizona

Phoenix Business Valuation Office: We are expanding!

Business Valuation Utah

10889 N Panorama Dr Highland UT 84003