Business Valuation Philadelphia

Business Valuation Services in Philadelphia

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 Philadelphia area clients, getting to know their businesses, building relationships and scrutinizing financial information. The result is a solid business valuation.

Our family has had roots in history-steeped Philadelphia for several decades now. Our professionals understand the struggle for post-COVID economic recovery for this $730 billion economy well. Some bright spots still are nonresidential construction and per capita disposable income. Lost job recovery is expected end of 2022. Our office in Philadelphia helps clients in several different industries throughout the state of Pennsylvania with their business needs.

Our team in Philly is positioned well to value your business accurately for the current Philadelphia economic conditions.

We have access to valuation data for all industries. For this reason, along with our experience, we can value a company in any industry. Here are some industries we have performed recent valuations for: Auto, Aviation, Construction, Convenience Stores, Electrical Services, Engineering, Events, Financial Services, Food, Gym, Gymnastics Training, Hair Salon, Language Services, Laundry, Liquor, Manufacturing, Massage, Medical Consulting, Nutrition, Online Retail, Painting, Pet Care, Professional Schools, Real Estate, Rentals, Repair, Retail Boutiques, Restaurant, RV Retail & Repair, Signage, Software, Travel, Utilities, Welding, Wellness, and several others.

Even though we can perform a valuation in about a week with all-hands-on-deck, we normally perform business valuations in 3 weeks.

We perform valuations for nearly every situation:

Buying a business
Selling your company
M&A
Partner separation
Succession planning
Divorce (marital separations)
Tax issues

Estates, ESOPs
Business financing
ROI analysis
Acquisition price allocations
Buy-sell agreements
Dispute resolution
and more....

Expert Team for an Accurate Business Valuation in Philadelphia

When it comes to business valuation, we settle for nothing less than accuracy. To achieve this, we have a team of experts specialized in business valuation. Our team has the knowledge and skills needed for an accurate, reliable and understandable valuation for nearly any Pennsylvania business.

Apart from CPAs, we have business valuation experts, business owners and brokers, and Chief Financial Officers (CFOs). They come with many years of experience and have performed business valuations for various industries.

We therefore can cater to your exact needs for your business valuation in Philadelphia.

Why Choose Us

We specialize in business valuation services with a holistic approach. Our full array of services are designed to help your business grow, improve and stay strong. Reasonable pricing, fast turn-around time, and unmatched quality makes us different than others. We have designed our business valuation service in a way that optimizes time while providing desired results. You can indeed trust our team to handle all your requirements for business valuation in Philadelphia, from start to finish.

What is your business worth?

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

Looking to sell with a broker? Good idea, just don’t rely on a Broker Opinion to value the company. Instead, rely on a standards-based Business Valuation that is accurate. In our opinion, top-notch business brokers do not sell a business without a business valuation. Our business brokers at Trak Financial Services start the business sale or buying process on a unquestionably solid foundation.

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

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 completed, we walk you through the final report. Consequently, you obtain a report that meets your
wants. We also help you withstand scrutiny that may come.

Our business valuation Philadelphia 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 Philadelphia
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 Philadelphia
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

We guarantee this business valuation in Philadelphia for 2 years from the valuation report date. This means 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

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 Philadelphia.
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. 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 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 for business valuation Philadelphia.
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