SBA & Transaction Business Valuations

We provide SBA-compliant business valuations for lenders, buyers, and ownership transitions involving small to mid-sized businesses. Our work is designed to meet SBA requirements while remaining clear and practical for all parties involved.

 

When an SBA Business Valuation Is Required

SBA business valuations are typically required for certain loan transactions, particularly where there is a change in ownership or when lender policy requires an independent opinion of value. These valuations help ensure that the transaction is supported by a reasonable and well-documented conclusion.

SBA Business Valuation Report

What These Engagements Typically Involve

SBA valuation engagements often involve reviewing historical financial performance, normalizing earnings, and evaluating risk factors that impact value. These analyses are closely tied to cash flow and the structure of the transaction, and differences between purchase price and valuation conclusions are common.

Vendor Approval Packet

For a vendor approval packet that includes a CV, sample report, valuation checklist, and errors and omissions insurance policy, click here

Business Valuation Checklist
For a list of items we need to complete the valuation, click here and here. 

 

Need a Business Valuation?

Contact us to discuss your situation and determine the appropriate scope for your valuation.