Business Valuation Denver

Business Valuation in the
Denver-Boulder Metro Area

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

Trak Financial Services specializes in business valuation in the Denver Metro area. Our Denver-based experts provide professional business valuation services for a wide range of businesses, industries and entities. Our staff enjoys working with our Denver Metro clients,
getting to know their businesses, building good relationships and scrutinizing financial information. The result is a solid business valuation.

We have had roots in Colorado since the bicentennial year of 1976, Denver since 1993. Our professionals know Colorado and its $350 billion economy very well. We have performed valuations for many companies in the Denver Metro area. Our office in the Denver area is
positioned well to value your business accurately for the current Denver economic conditions.

Trak Financial Services provides business valuation services in all Denver-Boulder area municipalities including: Arvada, Aurora, Boulder, Broomfield, Castle Rock, Centennial, Commerce City, Denver, Greenwood Village, Lakewood, Littleton, Lone Tree, Louisville, Parker, Thornton and Westminster.

Our Business Valuation in Denver

What makes Trak Financial Services the best? We have a great team to handle the task. Thanks to our great team, we have been helping businesses in different industry become more valuable. Our team comprises of expert CPAs, business valuation experts, small business owners, and more. No matter what your goals are, our business valuation in Denver will not only team but exceed your expectation.

A proper valuation report will simply so many things, such making buying and selling decisions, settling a dispute, or expanding the business. No matter what your requirements are, we can help you with everything.

Expert Business Valuation Solution in Denver

Business valuation is a powerful tool that can help businesses in many ways. One of the things it can do is help you get a clear picture. It will show where exactly your business stands. Also, it will help you take decisions that will make your business more efficient and organized.

When it comes to business valuation, you need the best team for that. Whether you are selling your business or buying a new one, a business valuation report can simplify decision making process.

If you are looking for a reliable service then you are in the right place. Trak Financial Services is your one-stop destination.

We Can Make a Difference

We understand the need for high-quality and reliable business valuation in Denver. With so many years doing it for hundreds of companies, we can safely say that we are one of the best in the industry. Our aim is to provide a solution that can meet your expectations, industry standards, and budget needs.

Our expert team is here to help you get an accurate measure of your business. Using the best techniques and tools, we always deliver the best results. Let our team handle your business valuation in Denver and see the difference we can make. Choose Trak Financial Services for greater transparency and reliability.

Our Business Valuation Services in Denver

The business valuation experts at Trak provide a complete and sound business valuation solution. Our team employs the valuation methods best suited for specific industries and valuation reasons. We provide a customized solution that meets your exact specifications. Using the best methods, our team of experts provide accurate and quality results. Businesses who obtain accurate valuations can then make important decisions well.

Our business valuation team in Denver performs valuations for various purposes, such as the following:

Tax issues, estates, gifting, donations
Buy and sell transactions
Merger, acquisitions, or exit planning
Business financing and loans
Settling disputes between shareholders
Marital separations (divorce)
Litigation support
and more…

Get an Accurate Business Valuation from Experts

Business valuation should be done by experts who understand the business environment and regulations of valuation. Business
knowledge and valuation expertise help in making an accurate valuation. At Trak Financial Services, we have a team of experts who work to provide the best results. Our team comprises of CPAs, CFOs, business owners and business brokers.

Our independent and professional team provides objective valuations. When you have the right team to support you, helping you in your unique situation, you avoid mistakes and make the best decisions. Let our team help you fulfill your specific valuation requirements.

Why Choose Our Business Valuation Service?

Our belief is that we have a fiduciary responsibility to our clients. We have your best interests in mind in performing your valuation. We therefore take a holistic approach to business valuation, which
helps us provide the most accurate results. Apart from that, reasonable pricing, fast turnaround times and high-quality service makes us different than others for an ideal choice for business valuation in Denver. As a result, our team will meet your specific requirements with professionalism and zeal.

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.

Request A Quote

Do you know what your business is 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 importantly 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. The final valuation report is understandable and robust. All of this makes us one of the best service providers for providing business valuation in the Denver Metro area.

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 in the end defensible to prospective buyers. The most successful business brokers do not sell or buy 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 produces business valuation reports that are accurate, professional and understandable. We tailor the report to your company needs. Once the valuation process is thus completed, we walk you through the final report. We certainly want you have a report that meets your wants. We then help you withstand any scrutiny that may come.

Our business valuation Denver 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

Example Report Contents

1-6 Intro & Scope: Business Valuation Denver
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 Denver
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. This means that we will 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 your 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 business valuation Denver.
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

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

(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 select companies which resemble the subject business in terms of their financial and operational characteristics. They then statistically analyze and calculate 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:

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

Part IV: Produce and Deliver the Valuation Report

Write an understandable business valuation Denver 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