BUSINESS VALUATION INSIGHTS

Below are articles and insights based on issues that come up in real-world business valuation engagements, including SBA lending, estate planning, and other transaction-related scenarios.

SBA & TRANSACTION INSIGHTS

What to Send Your Valuation Firm to Keep SBA Deals Moving
What to send your valuation firm upfront—and the missing information that slow deals down. 

What Happens After You Order an SBA Business Valuation
The start to finish process of producing a business valuation. 

What Is SDE and Why It Drives Business Value
Unpacking the most important earnings metric for a Main Street business. 

Normalization Adjustments - What Counts and What Doesn't
Where to find real add-backs in the financials

Partner Buyouts - Why They Are Different (Part 1)
What makes partner buyouts unique in SBA lending and why those deals require a closer look

Normalization of Financial Statements for Partner Buyouts (Part 2)
Why partner buyouts require extra scrutiny of the financial statement items tied directly to the ownership transfer

BUSINESS OWNER INSIGHTS

Selling Your Business
Key factors that impact value when preparing to sell, including how buyers and lenders assess risk, cash flow, and the sustainability of earnings.

Partner Buyouts
Key factors that impact value in a partner buyout