Arizona Business Valuation

Business Valuation in Arizona

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

Trak Financial Services specializes in Arizona business valuation. Our Arizona-based experts provide professional business valuation services for a wide range of businesses, industries and entities. We provide business valuations that are accurate, affordable and robust.

Our staff enjoys working with our Arizona clients, getting to know their businesses, building relationships and scrutinizing financial information. The result is a solid business valuation.

Our roots in Arizona began in 1970 in Phoenix. We recently have been fortunate to see a good business recovery in the State with the 5th largest city in the US (Phoenix). “Governor Ducey and our legislators deserve immense credit for advancing policies that have made Arizona the best place for business and innovation anywhere in the country,” said Sandra Watson, President and CEO of the Arizona Commerce Authority. “With advanced industries such as semiconductors, electric vehicles, batteries, medical technology and more surging, we look forward to continue driving economic growth in all parts of our state.” Our office in Arizona is positioned well to value your business accurately for the current positive Arizona economic conditions.

Trak provides business valuations in all Arizona municipalities including: Chandler, Gilbert, Glendale, Flagstaff, Mesa, Peoria, Phoenix, Scottsdale, Sedona, Show Low, Surprise, Tempe, Tucson, Yuma, and all other areas of Arizona.

Business valuation has become an important part of almost any type of business. A professional Arizona business valuation, performed by an independent team will make all the difference in the world. If you are looking for reliable and cost-effective business valuation in Arizona, Trak is the right company. Trak Financial Services is your one-stop destination to obtain the best business valuation results for your business.

We specialize in providing customized business valuation in Arizona that will meet your needs. Our Arizona business valuation services are for all types of businesses and industries. And, we have an excellent team to handle the process in an efficient way.

Our team comprises of experts who make business valuation accurate and understandable. It includes CPAs, business valuation experts, small business owners, equipment appraisal experts, and CFOs and more. They are trained, and experienced in handling all aspects of business valuation.

A business valuation in Arizona is an important tool for successful businesses. Knowing the value of your company helps you plan to be successful. Getting a valuation done by the right team will make all the difference in the world. Trak Financial Services provides a robust and cost-effective valuation solution for businesses. From start to finish, our team walks you through the valuation process. We save you time and money and you get the best business valuation.

No matter what type of business valuation you need, our team of experts can handle all your requirements. Hire the best team to get the best Arizona business valuation results.

Choose a Reliable Business Valuation Partner

We provide high-quality and reliable solutions that can meet IRS, SBA, USPAP and your requirements. Not just that, our experts will also walk you through the report so
that you can obtain a clear understanding of the process and results. We simplify the complex process of valuation.

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

Our Arizona Business Valuation Solution

Trak Financial Services offers customized valuation solutions for business valuation in Arizona. We have the background and data to value nearly all types of businesses, organizations and entities. Using the best valuation methods the best way for your situation, we thus provide quality results for our clients.

Business valuation is an important step that every substantial business needs in order to get an accurate measure of their investment and hard work. We perform a professional business valuation in Arizona, different from quick and “free” valuations, to certainly ensure accuracy.

Using the right methods, tools and techniques, and sometimes correcting client data, we create accurate valuation results that can hold up to eventual scrutiny. We believe in our fiduciary duty to our clients, being fair and impartial..

We perform business valuation for various purposes, such as:

IRS issues such as 401k investing, gifting and donations
Buying or selling transactions
Decisions regarding merger, acquisitions, or exit planning
Partner Separations
Increased or restructured business financing
Settling disputes between shareholders and stakeholders/investors
Divorces (marital separations)
Legal support
and more...

Getting an Accurate Valuation is a Must

When in comes to a professional Arizona business valuation solution, we recommend to not settle for anything less than an accurate, professional business valuation. To get the best business valuation results, you need a team of accounting and valuation experts. That is exactly what we offer. Our team includes CPAs, CFOs, business owners, business brokers and analysts. Rest assured that your business valuation needs are in the right hands.

A correct valuation will help you make well-informed decisions that will benefit your company.

We Offer Superior Business Valuation Services

Let our team of experts handle your needs.

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Why choose us for your Arizona Business Valuation Needs

Track Financial Services uses a holistic approach to provide the best valuation solution. Our Arizona business valuation team strives to know your company well and build a strong relationship. We offer our professional business valuations at a reasonable price with fast turnaround time. We use straight-forward processes and recent technologies that save time and costs. The Trak team knows or gets to know your market and competition. We analyze and determine risks and company strengths.

Your specific situation is analyzed to determine the best valuation methods for your particular report. We do not use a one-size-fits-all methodology. We calculate multipliers, not just use something off the internet or a book. The Trak valuation team uses the right market data and uses the data the right way. You will appreciate the effort and detail our team puts into your valuation.

Find out how we help businesses with our professional business valuations for Arizona. Get a true measure of your business with our accurate business valuation solution.

What is your Arizona business worth?

Do you have a business, growing or mature, and want to know what it is worth? Smart! We recommend that successful business owners know the value of their business, usually their largest asset. We offer a holistic valuation solution. Businesses grow and become more efficient with the right valuation solution. Our business valuations have fair pricing, good turn-around time and solid quality. We provide a custom solution. Our valuation process is straightforward. All of this makes us one of the best service providers for providing business valuation in Arizona.

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

Our team at Trak Financial Services is competent, experienced and has the expertise to meet your specific needs.

Valuation Report

Trak Financial Services provides business valuation reports that are accurate, professional and understandable. We tailor the report to your business needs. Once the valuation process is completed, we walk you through the final report that has been customized to your company. We ascertain you have a report that meets your wants. Our team helps you withstand any subsequent scrutiny of the report.

Our Arizona business valuation reports are compliant with 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 Appraisal Practice (USPAP).

Know Thyself, Accurately

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

Valuation Report Special Features

Market Data with BizBuySell analysis: Arizona Business Valuation
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 valuation amount make sense?

Guarantee

We guarantee our Arizona business valuations for 2 years from the valuation report date. If there are any necessary adjustments needed to the valuation for its time period, we make them. We also back our valuations for their respective time periods, meaning we meet with interested parties concerning the valuation for up to 2 years.

We simplify the complex valuation process

Valuation 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 Arizona business valuation
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 Arizona Business Valuation 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 | LA | Orange County

Business Valuation | Business Broker | CFO | CPA | Tax | Accounting

Business Valuation Colorado

Business Valuation | Business Broker | CFO | Tax | Office located in Parker CO

Business Valuation Florida

Business Valuation | Accounting | Tax | CPA | Office located in Melbourne FL

Business Valuation Philadelphia

Business Valuation | Accounting | Tax | CPA | Office located in Northeast Philadelphia PA

Business Valuation Arizona

Business Valuation | Tax | CFO | Gilbert AZ Office: We are expanding!

Business Valuation Utah

Business Valuation | Tax | CPA | Accounting | Office located in Highland UT