Business Valuation Bay Area

Expert Business Valuation in the Bay Area

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

Our business valuation staff at Trak Financial Services enjoy working with Silicon Valley / Bay Area clients, getting to know their businesses, building relationships and scrutinizing financial information. The end result is a solid business valuation.

Our office in Cupertino, California has helped clients in several different industries, in the Bay Area and throughout the state of California with their business appraisal needs.

We understand the $3 trillion California business climate 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.” Silicon Valley is a great place to invest.

Our office in the Bay Area is positioned well to appraise your business accurately for the current Bay Area economic conditions. Trak Financial Services provides business valuation services in all Bay Area municipalities including: Alameda, Berkeley, Cupertino, Livermore, Los Altos, Los Altos Hills, Los Gatos, Milpitas, Mountain View, Palo Alto, Pleasanton, Redwood City, Richmond, San Francisco, San Jose, San Mateo, San Rafael, Santa Clara, Saratoga, Sunnyvale and Walnut
Creek.

Get a Reliable Business Valuation in
the Bay Area

Trak Financial Services offers reliable and robust business valuations in Silicon Valley for various industries. We provide accurate and customized valuations for all types of businesses in
the Bay Area.

 

 

We have access to business value data for all industries, so we can value a company in any industry. Here are some industries we have performed recent valuations for: Auto, Beauty Salon, Cleaning, Construction, Convenience Stores, Dance, eCommerce Retail, Financial Services, Food, Manufacturing, Medical, Mortgage, Natural Foods, Private School, Real Estate, Repair,
Restaurant, RV Retail & Repair, Signage, Software, Sports Training, Travel, Utilities, and several others.

 

 

Our expert team provides the most accurate valuation solution that successful businesses need. We have the experience and expertise needed to provide you the best value in business valuation.

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Our Business Valuation Service in the Bay Area

We provide an all-inclusive business valuation in the San Francisco Bay Area, a single price with no extra costs for your valuation. You can use it for a wide range of purposes including:

  • Initial public offerings (IPOs)
  • Startups
  • Complete estate valuation
  • Buy-sell transactions
  • Business merger, acquisitions, or exit planning
  • Business financing
  • IRS Issues
  • Dispute resolution
  • Divorce (marital separations)
  • Business restructuring
  • Economic damages estimate
  • Litigation support
  • and more..
Expert valuation is the key to getting the most accurate assessment of your business/ investment. Having spent many years helping businesses get an accurate measure of their businesses, we know how to give you the best help.

We Offer Superior Business Valuation Services

Even though we can perform a valuation in a week with all-hands-on-deck, we normally
perform business valuations in three weeks. Let our team of experts handle your needs.

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Expert Business Valuation in the Bay Area

To get the best results in business valuation, we have created a team of experts who come with many years of experience. Our team comprises of Certified Public Accountants (CPAs), business owners, business valuation experts, business brokers and CFOs. We offer valuation, insights and analysis solutions to businesses. No matter what your needs are, our team is fully capable of handling all types of business valuation in the Bay Area.

Do you know what your company is worth?

Have a company, startup or mature, and want to know what it is worth? Smart! We recommend successful company owners to know the value of their company. We understand the need for companies to obtain business valuations, which is why we offer a holistic solution. Businesses grow and become more efficient with the right valuation solution.

Our business valuations have reasonable pricing, quick turn-around time and unrivaled quality. We provide a customized solution. Our valuation process is straightforward and understandable. All of this makes us one of the best service providers for providing business valuation in Silicon Valley.

Looking to sell your company with a broker? Good idea, just don’t rely on a broker’s Broker Opinion of Value (BOV) to value the company. Instead, rely on a professional standards-based Business Valuation that is accurate. Top-notch business brokers do not sell a business without a professional business valuation.

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

Valuation Report

Trak Financial Services provide business valuation reports that are accurate, professional and understandable. We tailor the report to your company and needs.

Once the valuation process is completed, we walk you through the report, ascertaining you get precisely what you need out of your report. We help you withstand any scrutiny.
Our business valuations comply 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

Example Report Contents

  • 1-6 Intro & Scope: Business Valuation Bay Area
  • 7-47 Industry Report
  • 48-53 Adjusted Financials and 5-Year Projection
  • 54-56 Valuation 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

Valuation Special Features

  • Market Data Comparables: Business Valuation Bay Area
  • 5-Year Projected Financials
  • Industry Report
  • Benchmarks Report
  • Discount calculations, as appropriate (marketability & minority interest)
  • Covid adjustments, as needed
  • "Gut Check" - Does the valuation amount make sense?

Guarantee

Trak guarantees our valuations for 2 years from the valuation report date, meaning 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

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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 business valuation Bay Area.
  • 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 economic conditions as of the valuation 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
  • Identify and assess business value drivers and risk factors.

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 Method Analysis and Calculations

  • Develop a 5-year forecast.
  • Begin the report draft.
  • We consider the possible business valuation approaches and methods and select those that are most likely to yield meaningful indications of value:

(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.

(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:
  • Asset accumulation method
  • Capitalized excess earnings method
(3) Income Approach. The methods under the Income Approach include:
  • Discounted cash flow method
  • Multiple of discretionary earnings method
  • Capitalization of earnings method
  • 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 business valuation Bay Area 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

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Bay Area | Orange County | LA

21771 Stevens Creek Blvd #100, Cupertino, CA 95014
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Business Valuation Denver

20969 Woodside Ln Parker CO 80138
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Business Valuation Florida

1781 Bridgewater Dr Melbourne FL 32934
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Business Valuation Philadelphia

1930 Nester St, Philadelphia PA 19115
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Business Valuation Phoenix

Phoenix Business Valuation Office: We are expanding!
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Business Valuation Utah

10889 N Panorama Dr Highland UT 84003
Contact

Request a Free Professional Consultation

info@trakfinancialservices.com

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