409(a) Appraisals
Issuing options or equity compensation? Quantive performs appraisals for 409(a) reporting requirements.
To begin with we start by understanding your company value, and how that value fits into your broader estate / financial plan. Why? Studies continue to show that for most entrepreneurs their company is their single largest asset. Transferring (i.e. monetizing) that asset is a fundamental prerequisite for retirement:
Why this process? It looks like a lot of moving pieces, right? First, it’s because exiting a company is difficult. It’s not like selling a house or a car – it’s a big asset with many stakeholders involved, and with a lot at stake.
Three areas of an exit plan: the Company, the Estate, and the “Life After” plan
Second, remember our Keys to the Exit diagram? This process helps us hit on these broad areas – the ones that most frequently present roadblocks to an eventual transaction. If you aren’t thinking about all three phases your likely to encounter difficulties as you get closer to a transition.
The beginning of the process always begins with the same two steps: we want to understand corporate value now, and we want to understand how that value plays into your broader estate.
We use a formal valuation to go deep on what is driving or limiting value in the company. This ultimately sets the table for all future exit planning activities.
Once we have a firm valuation in place, let’s work through the rest of your portfolio and see how the addition of your business value plays into your retirement plans.
The fundamental questions we are looking to answer in the “Analyze” phase are: What is the business worth? And will the sale or transfer of the company adequately support my retirement needs based on my lifestyle expectations?
Are you good with the status quo? Are you 100% certain you are ready to exit? Do nothing. But once you decide you need to get serious about your long term future, decide to dig in and #raiseyourgame.
We’ll jump in and work through the Analyze Phase. We’ll help you understand value, determine how that plays into your broader portfolio, and help set up an Action Plan to move ahead.
Based on the findings of Analyze Phase, we’ll work with you to craft a path forward. This might include engaging a fractional CFO, working through governance with a Board Advisory pro, or going to market now.
Issuing options or equity compensation? Quantive performs appraisals for 409(a) reporting requirements.
Thinking about retirement? Planning for a sale? A business valuation typically is the starting point of any sound exit planning process.
We provide litigation support for shareholder disputes, lost profits, shareholder oppression, commercial litigation, and various other reasons.
Quantive provides a business valuation in support of buy-sell agreements, to include buy-ins and buy-outs, as well as shareholder disputes.
We perform company valuations in support of various gifting strategies, as well as in support of probate requirements.
A core part of our practice is preparing business appraisals for SBA loans, as required by the SBA SOP.
Your company is probably your largest asset. A business valuation for selling a company just makes good sense.
Smart entrepreneurs routinely retain Quantive to understand price early and gain a roadmap for impending price negotiations.
Implement a formal exit planning process and understand valuation to safeguard your retirement.
Quantive is a verteran owned and operated financial services firm. We work exclusively on matters related to corporate value: business valuation, value growth, and M&A advisory.
Quantive Business Valuations
Phone: 888-827-1624
Mid Atlantic Office
1945 Old Gallows Road, Suite 350
Tysons Corner, VA 22182
New Jersey Office
2500 Harborside Financial Centrer, Plaza 5
Jersey City, NJ 07314
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