Business Valuation Phoenix

Accurate Business Valuation in the Phoenix 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 Phoenix Metro area. Our Phoenix-based experts provide professional business valuation services for a wide range of businesses, industries and entities. We provide business valuations that are accurate, affordable and robust.

Our staff enjoys working with our Phoenix Metro clients, getting to know their businesses, building relationships and scrutinizing financial information. The result is a solid business valuation.

Our roots in Phoenix started in 1970. We have been fortunate to see a good business recovery in our 5th largest city in the US. For over two years now, Phoenix continues to lead the US economy in home price increases. Our office in the Phoenix area is positioned well to value your business accurately for the current Phoenix economic conditions.

Trak provides business valuations in all Phoenix area municipalities including: Avondale, Chandler, Gilbert, Glendale, Mesa, Peoria, Phoenix, Scottsdale, Tempe,
and all the other areas.

Trak provides business valuations in all Phoenix area municipalities including: Avondale, Chandler, Gilbert, Glendale, Mesa, PeoBusiness valuation has become an important part of almost any type of business. An expert business valuation in Phoenix, performed by an independent team will make all the difference in the world. If you are for a reliable business valuation in Phoenix, you are in the right place. Trak Financial Services is your one-stop destination to get the best business valuation solutions for your business in Phoenix.ria, Phoenix, Scottsdale, Tempe, and all the other areas.

We specialize in providing customized business valuation in Phoenix that can easily meet your needs. Our services are for all types of businesses and industries. And, we have an excellent team to handle the process in an efficient way.

Why choose our business valuation in Phoenix? Because, we provide the most accurate results. We use the best methods and techniques to provide the most accurate and honest solution. We can handle all types of business valuation needs. We aim to provide fast, efficient and reliable solution.

Our team comprises of experts who make business valuation so easy and accurate. It includes CPAs, business valuation experts, small business owners, equipment appraisal experts, and CFOs and more. They are trained, and experienced in handling all aspects of business evaluation.

Business Valuation That Every Business Needs

It is true that business valuation in Phoenix is essential for all types of businesses. But getting it done by the right team will make all the difference in the world. Which is why, Trak Financial Services are the best. We provide fast, efficient and cost-efficient solution for businesses. From start to finish, our team will handle everything. It will save you time and cost and help you get the best results.

It doesn’t matter what type of business valuation you need; our team of experts can easily handle all your requirements. Hire the best team to get the best results. Feel free to contact our excellent customer service team. They will make sure your requirements are met efficiently.

Our Business Valuation Service in Phoenix

Business valuation is an important step that every substantial business needs in order to get an accurate measure of their investment and hard work. We perform a professional business valuation in Phoenix, different from quick and “free” valuations, to certainly ensure accuracy.

Trak Financial Services offers customized valuation solutions for business valuation in Phoenix. We have the background and data to value nearly all types of businesses, organizations and entities. Using the best valuation methods for your situation, we thus provide quality results for our clients. Using the right methods, tools and techniques, and sometimes correcting client
data, we create accurate valuation results that can hold up to eventual scrutiny. We believe in our fiduciary duty to our clients, being fair and impartial.

We perform business valuation for various purposes, such as:

IRS issues such as 401k investing, gifting and donations
Buying or selling transactions
Decisions regarding merger, acquisitions, or exit planning
Partner Separations
Increased or restructured business financing
Settling disputes between shareholders and stakeholders/investors
Divorces (marital separations)
Legal support
and more...

Getting an Accurate Valuation is a Must

When in comes to business valuation in Phoenix, we recommend to not settle for anything less than an accurate, professional business valuation. To get the best business valuation results, you need a team of accounting and valuation experts. That is exactly what we offer. Our team includes CPAs, CFOs, business owners, business brokers and analysts. Rest assured that your business valuation needs are in the right hands.

A correct valuation will help you make well-informed decisions that will benefit your company.

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

Why Choose us for your Business Valuation Needs

Track Financial Services uses a holistic approach to provide the best valuation solution. Our team strives to know your company well and build a strong relationship. We offer our valuations at a reasonable price with fast turnaround time. We use straight-forward processes and recent
technologies that save time and costs. The Trak team knows or gets to know your market and competition. We analyze and determine risks and potential rewards.

Your specific situation is analyzed to determine the best valuation methods for your particular report. We do not use a one-size-fits-all methodology. We calculate multipliers, not just use something off the internet or a book. The Trak valuation team uses the right market data and uses the data the right way. You will appreciate the effort and detail our team puts into your valuation.

Find out how we help businesses with our professional business valuation in the Phoenix area. Get a true measure of your business with our accurate business valuation solution.

What is your business 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 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. All of this makes us one of the best service providers for providing business valuation in the Phoenix 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 defensible to prospective buyers. The most successful business brokers do not sell 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 provides business valuation reports that are accurate, professional and understandable. We tailor the report to your business needs. Once the valuation process is completed, we walk you through the final report that has been customized to your company. We ascertain you have a report that meets your wants. Our team helps you withstand any subsequent scrutiny of the report.

Our business valuation Phoenix 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 Phoenix
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 Phoenix
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 our business valuations for 2 years from the valuation report date. If there are any necessary adjustments needed to the valuation for its time period, we make them. We also back our valuations for their respective time periods, 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 Phoenix.
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. 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:

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

Part IV: Produce and Deliver the Valuation Report

Write an understandable business valuation Phoenix 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

Business Valuation California

21771 Stevens Creek Blvd #100, Cupertino, CA 95014

Business Valuation Colorado

20969 Woodside Ln, Parker, CO 80138

Business Valuation Los Angeles

Los Angeles Office : We are expanding!

Business Valuation Denver

20969 Woodside Ln, Parker, CO 80138

Business Valuation Silicon Valley

21771 Stevens Creek Blvd #100, Cupertino, CA 95014