National Business Valuation
SBA Conclusion of Value
The SBA's SOP requires a very specific type of report. An SBA Conclusion of Value has been reviewed, refined, and tested to the specifications of the SBA's SOP. This provides SBA lenders a unique perspective into the value of a small business.
This customized SBA report meets the specific requirements currently listed by the most up-to-date SBA's SOP.
Recommended uses: SBA 7a/504 Financing, Internal Lender Use
Quality of Earnings (QofE)
A quality of earnings report is a routine step in the due diligence process for private acquisitions. The report assesses how a company accumulates its revenues – such as cash or non-cash, recurring or nonrecurring.
A Quality of Earnings Report (QofE) uses sources such as bank statements to reconcile normalized operating income streams.This independent report measures the quality of a Company's operations, cash flow, and cash sources to indicate financial performance.
Recommended uses: Due diligence and SBA financing requirement
Industry Pulse Report
The growth of specific industries can differ drastically considering current and forecasted economic, political, and social factors. The Industry Pulse Report identifies these factors, analyzes their impact on industry value, while indicating sector tendencies.
This one page report uses specific local bench-marking to help understand business industry value as compared to other businesses operating within the same industry.
Recommended uses: Initial Discussions, Understanding Industry
USDA Feasibility Study
The success or failure of any business venture can be impacted by many factors. These factors can be identified, analyzed, and assessed using a feasibility study.
In some instances, the United States Department of Agriculture (USDA) requires a feasibility study in certain business ventures allowing the business owner/risk taker to better understand the probability of success or failure considering associated credible risk factors.
Recommended uses: SBA 504, USDA, Capital Intensive Ventures
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