Business Appraisals

Specialists in business appraisals and valuations
of closely held companies. 

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Overview

For most entrepreneurs there company is their largest asset.  For over 15 years entrepreneurs have entrusted our professionals advice and consultation on a wide range of valuation matters.   Our professionals are accredited and provide valuation support for transaction support, tax matters, litigation matters, and business planning needs.

Quantive completes hundreds of valuation assignments every year.  We have a nationwide footprint – on average we work in about 40 states.  We’re fortunate that with our scale we have experience in and exposure to a truly wide range of industries and business models.

We are routinely engaged for valuation assignments relating to:

Go Deeper

Learn more about valuation basics, what our process looks like, how long it takes, and more.

One: Valuation Process- How’s it Work? 

Two: How Long is a Valuation Good For? 

Three: The Details- Methods We Use

Four: What’s Required of Me? 

Leadership

Meet our key valuation services staff members.

 Dan Doran

Founder

 Holly Flores

Managing Director

 Bob Moskal

Managing Director

What We Work On

409(a) Appraisals

Issuing options or equity compensation? Quantive performs appraisals for 409(a) reporting requirements.

Buy-Sell

Quantive provides a business valuation in support of buy-sell agreements, to include buy-ins and buy-outs, as well as shareholder disputes.

Selling a Business

Your company is probably your largest asset.  A business valuation for selling a company just makes good sense.

Exit Planning

Thinking about retirement?  Planning for a sale?  A business valuation typically is the starting point of any sound exit planning process.

Estate and Gift

We perform company valuations in support of various gifting strategies, as well as in support of probate requirements.

Buying a Business

Smart entrepreneurs routinely retain Quantive to understand price early and gain a roadmap for impending price negotiations.

Litigation Support

We provide litigation support for shareholder disputes, lost profits, shareholder oppression, commercial litigation, and various other reasons.

SBA Loans

A core part of our practice is preparing business appraisals for SBA loans, as required by the SBA SOP.

Our Process

We use sound business valuation methods and follow
a consistent business appraisal process
ensuring consistent results.

01. Define Scope

We work with you to understand the scope of required work and document in our engagement letter.

04. Management Interview

We conduct an interview and potentially a site visit with management.  Here we’ll review our initial data and really work to understand the risk profile of the business.

02. Data Collection

We’ll provide you a document request list that includes the initial documents we need to get started.

05. Analysis and Modeling

Once we have all data required and have worked with management we’ll dig in on our analysis using a variety of valuation models.

03. Initial Analysis

Once we have documents in we’ll complete data entry and a quick  first pass analysis to prep for management interviews.

06. Document Findings

We document our findings – the deliverable is typically a certified valuation report that details all of our assumptions, calculations, and results.

Experience

We complete hundreds of
valuation engagements each year.  

A Sampling of Recent Work

Multi-unit Acquisition

2015

Valuation for Sale

2016

Financial Reporting

2016

Valuation for Financing

2015

Shareholder and Estate Plan

2015

Estate Planning

2016

Valuation for Underwriting

2016

Shareholder Matter

2015

Valuation for SBA Loan

2014

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