Calder sets realistic expectations and consistently delivers on the market
Business valuations are one of the most underutilized tools for business owners; however, within the traditional valuation world, interests are often misaligned. Often, individuals seeking a business valuation for purposes of a sale approach a valuation-only firm. The problem? The interests of a firm without direct transaction experience are often aligned with making the client happy by delivering a result that is unachievable in the market. Not having to deliver an actual transaction based on the valuation, these groups commonly over-estimate the value in an effort to please the client. Ultimately, when the client pursues a sale and is not able to achieve the expected value, the client is left with a decision to hold onto their business for longer than they want to or begin the process of paring down their retirement goals.Â
While Calder desires for our clients to be satisfied with the results of a valuation, as a transaction focused advisor, our priority lies in giving clients a clear and honest view on the value of their company. We focus on delivering a conservative, no-nonsense assessment on the value their business will realistically achieve in a competitive on-market scenario.
A business valuation is most effective when completed years prior to actually transitioning out of ownership. Why? With multiple years to prepare, you will have time to consult with all necessary parties and set yourself up for your ideal transition. You will have the time to consult CPAs in an effort to legitimately shield your proceeds from taxes, attorneys to properly arrange your estate, and your spouse to begin conversations regarding the length of a transition, goals for retirement, and other investment or business interests.
On an annual basis, Calder prepares 150+ business valuations for companies in industries ranging from manufacturing to medical with enterprise values of $1MM-$250MM. We focus specifically on situations where ownership is likely to transition to an unknown third party. Our on-market experience successfully completing 200+ transactions across a breadth of industries makes us a credible and reputable source of business value.
120-150
Business Valuations per year
50+
Industries Served
40+
On-Market Businesses Sold Per Year
When you work with Calder for a valuation, you will receive:
- A range of value based on our experience selling 40+ businesses/year, lender relationships, and data points from the most reliable sources.
- A detailed marketing plan that shows exactly where we will source buyers and how we will maximize competition.
- A timeline and process outline.
- Our fee proposal to represent the confidential sale of the business.
For our valuation & marketability analysis, the cost is generally $5,000, however, there are sometimes special circumstances where that amount may be less or more. We require half of the valuation fee up-front and the remaining half upon delivery of the valuation. We want to ensure business owners completely understand the methodology and steps taken to reach the valuation. Therefore, we will happily discuss and answer questions, should a follow-up call be desired.
Submit the form on the right to begin working with our valuation professionals confidentially.