Business Valuation San Francisco

Business Valuation Services in the San Francisco 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 Bay Area 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 San Francisco 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.” San Francisco is a great place to invest.

Our office in the San Francisco 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
San Francisco

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

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.

Our Business Valuation Service in
San Francisco

We provide an all-inclusive business valuation in San Francisco, 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.

Request A Quote

Expert Business Valuation in San Francisco

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 San Francisco.

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 San Francisco
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 San Francisco
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

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 San Francisco.
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 Silicon Valley 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