Business Appraisal California

Expert Business Appraisal in California

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

Our business appraisal California staff at Trak Financial Services enjoy working with our California clients, building relationships, getting to know their businesses and scrutinizing financial information. The result is a solid business appraisal.

Our office in California has helped clients in several different industries throughout California with their business needs. We understand the $3 trillion California business environment very well. Bloomberg recently stated, “..the Golden State has no peers among developed economies for expanding GDP, creating jobs, raising household income, manufacturing growth, investment in innovation, producing clean energy and unprecedented wealth through its stocks and bonds.” California is a great place to invest.

Our office in California is positioned well to appraise your business accurately for the current California economic conditions.

Trak Financial Services provides business appraisal services in all areas of California including: Anaheim, Bakersfield, Bay Area, Central Coast, Fresno, Long Beach, Los Angeles, Redding, Sacramento Valley, San Diego and the San Joaquin Valley. We offer business appraisal in California for virtually all types of businesses. We have the expertise, experience and a team that can handle every aspect of the business appraisal process. Trak strives to provide a timely and reliable appraisal solution to businesses in California.

Business appraisal has become such an important part of businesses these days. It can be used for so many things like buying or selling a business, taxes and setting disputes among various things. Most importantly, it helps in growth of the business. It can be used for making various important decisions. Which is why, every business needs the most reliable solution for business appraisal in California.

Trak Financial Services specialize in providing customized business appraisal in California for all types of businesses and industries.

If you are looking for a reliable business appraisal California solution then you are in the right place.

Our Business Appraisal Solution

Our business appraisal solution is designed to meet your specific needs with greater efficiency. This we do with the help of an excellent team that comprises of CPAs, business valuation experts, small business owners, and more. We have been providing high-quality service to businesses for many years, delivering reliable results.

No matter what your requirements are, we can easily handle all your business appraisal needs. We use the best techniques, tools and resources to provide the most accurate results.

You can check our detailed process we follow for providing the most reliable business appraisal California report.

Our Business Appraisal California Solution

We provide an accurate and affordable business appraisal to California businesses, for a wide range of purposes including:

Tax and Estate issues such as gifting and charity
Settling disputes
Buy or sell transactions
Mergers, acquisitions or exit planning
Business financing, sponsorship or funding
Divorce (marital separation)
Partner separation
and more...

Our team includes business appraisal experts, business owners, business brokers, and CPAs. We use appraisal methods that meet your business appraisal in California purposes and your industry. Our team comes with years of business appraisal experience, appraising small to medium sized-businesses.

We provide an understandable and detailed report that helps businesses make informed decisions.

The first step to getting a reliable business appraisal solution is hiring the best team. Which is why, Trak Financial Services is the best option. Let our expert team handle your appraisal needs and see the difference we can make. We promise that our expert team will take care of your requirements from start to finish. We can customize the service to specifically meet your requirements.

We always ensure that our business appraisal solution meets quality standards and compliance. Our services are designed to save time, cost and provide the highest quality solution.

Let our expert team handle your business appraisal needs so that you can focus on what is best for your company.

What is your business worth?

Have an existing business and want to know what it is worth? Smart! We recommend business owners know the value of their business. We can help you accurately appraise your business and help it grow.

Looking to sell with a broker? Good idea, just don’t rely on a Broker Opinion to appraise the company. Instead, rely on a standards-based Business Appraisal that is accurate. Top-notch business brokers do not tend to sell a business without a 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 business appraisals meet IRS, SBA, and USPAP requirements.

Our business 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 Report Contents

1-6 Intro & Scope: Business Appraisal in California
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 Comparables for Business Appraisal California
5-Year Projected Financials
Industry Report
Benchmarks Report
Discount calculations, as appropriate (marketability & minority interest)
Covid adjustments, as needed
"Gut Check" - Does the Appraisal amount make sense?

Guarantee

We guarantee our business appraisals for 2 years from the appraisal report date. This guarantee means that we make any necessary adjustments to the appraisal report for its time period. We also back our appraisal for this time period, meaning 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 pertinent to business appraisal California.
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 team 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. 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 report in the agreed-upon format for business appraisal California. 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