Comprehensive Business Valuation

This report complies with the General and Ethical Standards, Scope of Services, Development, and Reporting Standards of the National Association of Certified Valuators and Analysts (NACVA) for a Conclusion of Value. This is the type of report required by banks, taxing authorities and the courts.

A comprehensive valuation report contains a conclusion as to the value of shares, assets or an interest in a business that is based on a comprehensive review and analysis of that business, its industry and all other relevant factors. Significant research is required, because the analyst studies the operational characteristics of the company, its products, markets, customers, competition, facilities and equipment, management, personnel and financial performance. All three methods of valuation are applied (asset, income and market), and the analyst's conclusions are presented in a detailed written report.
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JMR Capital makes an extreme effort to write valuation reports that are easy to understand by non-financial owners while at the same time satisfying the requirements of federal agencies and the courts. We strive to explain what we did and why we did it in common, everyday terms.
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For this reason, many business owners contemplating a sale, ask JMR Capital to complete a comprehensive valuation several years before going to market because they use it to enhance the company's value.

Key features of the Comprehensive Business Valuation Report:

• Used if the report is destined for the Internal Revenue Service.
• Accepted by the courts - use this report if the matter is to be litigated.
• Extensive Research and Documentation.
• This report provides the highest level of assurance with respect to the value conclusion.
• It would be equivalent to an audit.
• A comprehensive evaluation is prepared in accordance with FAS 157 and IRS Revenue Ruling 59-60.

The Comprehensive Business Valuation Report is best used for these situations:

• Closely held stock valuations
• Buy / Sell Agreement
• Date of death valuations
• Divorce
• ESOP
• Estate valuation
• Venture fund valuation

If the purpose of the valuation is to prepare a business for sale in the future, we add our recommendations to enhance the companys marketability. This helps business owners receive more money when they decide to take their companies to market.