Business Valuation Orange County

Business Valuation Services in the Orange County 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 our Orange County area clients, getting to know their businesses, building good relationships and scrutinizing financial information. The end result is a solid business valuation.

Our office in California has helped clients in several different industries throughout the Orange County area with their business valuation needs. We understand the $220 billon Orange County economy and $3 trillion California business climate very well. The county’s economy is strong in high-technology, finance, healthcare and tourism, highly prized sectors throughout the nation. Orange County is a great place to invest.

Our experts in business valuation in Orange County perform accurate and understandable business valuations for a wide range of purposes, such as:

Buying a business
Selling your company
M&A
Buy-sell agreements
Partner separation
Succession planning
Divorce

Our office in California is positioned well to value your business accurately for the current Orange County area economic conditions.

Trak Business Valuation Services

We provide business valuation services in all areas of the Greater Orange County area including:

Anaheim
Costa Mesa
Fullerton
Huntington Beach
Irvine
Laguna Beach
Mission Viejo
Newport Beach
Orange
Santa Ana
Yorba Linda

Our Business Valuation Service in Orange County

Our team of experts ensure accurate valuations of businesses.

The Trak Financial Services team specializes in business valuations for various types of industries and entities. Since we have access to professional valuation databases for all industries, we can value a company in nearly any industry.

Here are some industries we have performed recent valuations for: Auto, Cannabis, Cleaning, Construction, Convenience Stores, Dance, eCommerce Retail, Engineering, Financial Services, Food, Gymnastics Training, Hair Salon, Luxury Travel, Manufacturing, Medical Facility, Professional Schools, Real Estate, Restaurant, RV Retail & Repair, Software, and Sports Training.

Our valuations are performed by business experts with solid valuation experience. We provide a fast, low-cost and reliable business valuation solution to businesses in the Orange County area.

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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Our Expert Business Valuation Team for the Orange County Area

Trak Financial Services performs business valuations for various types of industries and entities. Our business valuation services in Orange County are designed to provide accurate results for a wide range of purposes. The team obtains a good understanding of your business to know what business valuation methods to use. Using the best methods, the appropriate methods, gives a solid valuation result.

When it comes to an accurate business valuation in the Greater Orange County area, an expert team is needed. That’s exactly what Trak offers. We have a team of experts who specialize in business valuation in Orange County. Our team is comprised of Certified Public Accountants (CPAs), business owners, business brokers, real estate professionals, equipment appraisers and CFOs.

Our team comes with many years of experience in business and business valuations in various industries. No matter what your requirements are, you can rely on our experts in business valuation in Orange County.

What to Expect from Us

Our business valuation in Orange County is done with a holistic approach. We strive to get to know your business from several viewpoints. The better we know your business, the better valuation we can perform.

We offer reasonable pricing, unrivaled quality and fast turnaround time. Our focus on making sure we offer the most up-to-date business valuations, coupled with unbiased integrity makes us different than the competition.

You can rely on our experts to handle your business valuation in Orange County and provide the most accurate results.

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 value your business and thus help it grow or sell at the right price.

Looking to sell your business with a business broker? Good idea. Just don’t rely on a broker’s Broker Opinion to have the company valued. Instead, rely on a professional, standards-based Business Valuation that is accurate. Top-notch business brokers do not buy or sell a business without a professional business valuation.

Valuation Report

Trak Financial Services produces business valuation reports that are accurate, professional and understandable. We tailor the report to your company and needs. Once the valuation process is complete, we then walk you through the report. Our goal is for you to get exactly what you want out of your report. We then further help you withstand any scrutiny of your report that might come.

Our business valuation Orange County reports meet 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 Orange County
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 Orange County
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 business valuation Orange County reports for 2 years from the valuation report date. Specifically, we make any necessary adjustments to the valuation for its time period. We back our valuation report for this time period, 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 business valuation Orange County.
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 selects companies which resemble the subject business in terms of their financial and operational characteristics. We 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 Orange County 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

Business Valuation Denver

20969 Woodside Ln Parker, CO 80138

Business Valuation Florida

1781 Bridgewater Dr Melbourne FL 32934

Business Valuation Philadelphia

1930 Nester St Philadelphia PA 19115

Business Valuation Phoenix

Phoenix Business Valuation Office: We are expanding!

Business Valuation Utah

10889 N Panorama Dr Highland UT 84003