Phoenix Business Appraisal

Business Appraisals in the Phoenix Metro Valley

Our business appraisals are performed by CPAs who have completed hundreds of certified business appraisals.

Our business appraisal staff at Trak Financial Services enjoy working with our Phoenix Metro Valley clients, building relationships, getting to know their businesses and scrutinizing financial information. The result is a solid business appraisal and your best option for a Phoenix business appraisal.

Our roots in Phoenix started in 1970. We have been fortunate to see a good business recovery in our 5th largest city in the US. Phoenix is now a Tier 1 city according to The Milken Institute., and is ranked number 7 among large cities as a Best Performing City. Our office in the Phoenix area is positioned well to appraise your business accurately for the current Phoenix economic conditions.

Trak Financial Services provides business appraisals in all Phoenix area municipalities including: Avondale, Chandler, Gilbert, Glendale, Mesa, Peoria, Phoenix, Scottsdale, Tempe, and all the other areas.

Business appraisal reports help businesses making important business decisions with confidence. Appraisals also help companies become more efficient, profitable and competent. Companies in various industries need reliable Phoenix business appraisals on an on-going basis. Hiring the right team will make all the difference. If you are looking for a dependable business appraisal solution then Trak Financial Services is your destination.

Trak Financial Services offers customized solution to all types of businesses and industries. Our customized solution is designed to provide businesses with information they can use to improve their performance.

We use the best technique and methods to provide the best results. We understand the need for high-quality business appraisal solution to get accurate report. We have expert team comprising of experts who have many years of experience. The highly experienced experts will create a comprehensive report with details and everything you need. Our expert team comprises of experienced CPAs, business valuation experts, small business owners, business brokers, and more.

You can rely on our expertise to get the best results. We have been providing reliable solution to businesses for years. We follow a thorough appraisal process to provide the best results.

Choose A Reliable Business Appraisal Partner

We provide high-quality and reliable solution that can meet yours and IRS, SBA, and USPAP requirements. Not just that, our experts will also walk you through the report so that you can get clear understanding of the process and results. We simplify the complex process of appraisal so that businesses can get quick results.

We specialize in providing fast, efficient and cost-effective solution to all types of businesses. It is important to hire the best business appraisal partner so that you can get results you deserve. Our services are designed to save time and cost.

Our Business Appraisal Solution in Phoenix

Trak Financial Services has developed, using national appraisal standards, a business appraisal solution that is accurate and understandable. We employ all the best methods for appraisal, then tailor the methods to what each business needs. Starting from determining appraisal goals to calculating the actual value in the end, we use straightforward processes.

We aim to provide high-quality service at low cost, the best value in Phoenix business appraisals. Each expert comes with extensive experience. We gain a deep understanding of your business and industry to determine the best methods to appraise your company and provide a robust and quality report.

Why Choose Us?

Trak Financial Services specializes in Phoenix business appraisal. Our holistic approach coupled with our philosophy of providing a fiduciary responsibility to our clients makes us one of the best appraisal options in the Phoenix Metro area.

Our team is comprised of CPAs, CFOs, business owners and business brokers. They are appraisal experts to determine the real value of a business. Let our expert team handle your appraisal needs. See the difference we can make with our reliable solution.

Do you know what your business is worth?

Do you have a business and want to know what it is worth? Smart! We recommend that forward-thinking business owners know the value of their business, usually their most important asset. We offer a holistic appraisal solution. Businesses grow and become more efficient with the right appraisal solution.

Our business appraisals have fair pricing, good turn-around time and solid quality. We provide a custom solution. Our appraisal process is straightforward. Our reports are robust and understandable. All of this makes us one of the best service providers for providing business appraisals in the Phoenix Metro area.

Looking to sell your business with a broker? Good idea, just don’t rely on a Broker’s Opinion to appraise your business. Instead, rely on a standards-based Business Appraisal that is accurate and defensible to prospective buyers. The most successful business brokers do not buy or sell a company without a solid business appraisal.

Appraisal Report

Our business appraisal reports are accurate, professional and understandable. We tailor the report to your company and needs. Once the appraisal process is complete, we walk you through the report, ascertaining you get exactly what you want out of your report. We help you withstand any scrutiny.

Our Phoenix business appraisal report meets IRS, SBA, and USPAP requirements. The appraisals are prepared in accordance with the “Statement of Standards for appraisal Services No. 1” (SSVS) of the American Institute of Certified Public Accountants and Uniform Standards of Professional Appraisal Practice (USPAP).

Know Thyself, Accurately

Example Phoenix Business Appraisal Report Contents

1-6 Intro & Scope: Phoenix Business Appraisal
7-47 Industry Report
48-53 Adjusted Financials and 5-Year Projection
54-56 appraisal Approach Overview
57-65 Methodology Detail & Conclusion of Value
66-68 Performance Benchmarks (KPIs) to Industry
69-73 Business Sale Considerations
74-85 Concluding Items

Appraisal Special Features

Market Data with BizBuySell analysis: Phoenix Business Appraisal
5-Year Projected Financials
Industry & Economic Reports
9 valuation methods: 2 asset, 3 market, and 4 income
Discount calculations, as appropriate (marketability & minority interest)
Tailored multiples & risk factors, not from a book
"Gut Checks" - Does the business appraisal amount make sense?

Guarantee

We guarantee your Phoenix business appraisal for 2 years from the appraisal report date, meaning we make any necessary adjustments to the appraisal for its time period. Also, if needed, we meet with interested parties concerning the appraisal for up to 2 years.

We simplify the complex appraisal process

Appraisal Process

Part I: Research and Analysis

Interview management, reviewing business and financial operations.
Compile business documents. 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 for Phoenix business appraisal.
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 appraisal calculations.
Determine NAICS code for industry report and industry comparables.
Study economic conditions as of the appraisal date.
Analyze company financial data:

Up to 5 years of financial records detail
Reformat financial information
Ask financial-related questions
Make various normalization adjustments
Analyze business financial condition, performance and trends
Calculate and examine relevant financial and/or operating ratios
Compare financial performance to the industry

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 appraisal Method Analysis and Calculations

(1) Market Approach. Under the Market Approach to business appraisal, 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 teams then statistically analyzes and calculates appropriate market multiples: price/earnings, price/revenue, price/book value, etc.

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

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

Part IV: Produce and Deliver the Appraisal Report

Write an understandable Phoenix Business Appraisal 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