At Ryan, we address core business and operational issues when providing strategic business valuation services, while exploring all options available, such as risk and reward, increasing investments, and identifying opportunities, to name a few. As an impartial third party, you can trust our valuations are not influenced and without bias. Click below for more information on our offerings and what you need to know to get started.
We’ll assess the value of your business with an accurate and timely Small Business Administration (SBA) valuation. Partner with us for the right knowledge, experience, and credentials at a low cost to you.
Whether by bank policy or SBA requirements, it is standard practice to get an SBA valuation of the target business to aid in the process when underwriting a loan for the acquisition of an existing business.
Risk of Default
Banks want an SBA valuation that considers both going-concern and liquidation value to protect against default risk. Both acquirers and banks want a valuation that accurately assesses the full business value.
Understanding the Business
A valuation firm should have great understanding of the business and/or assets being valued to determine appropriate SBA valuation techniques and underlying assumptions.
Thorough and Thoughtful Approach
An SBA valuation report must have an easy to understand analysis with well documented and supportable assumptions. The firm should also assess the value of both tangible and intellectual property.
Get a Fairness Opinion for comfort that fiduciary duties for your business have been carried out. Boards and trustees can have the confidence that an experienced, highly trained team has conducted a thorough, defensible, exhaustive study on the fairness of a transaction.
Give Fiduciaries Comfort
A fairness opinion brings an independent third party to the table to offer an opinion on the fairness of a transaction to all shareholders. Fiduciaries (boards and trustees) face a difficult responsibility made more difficult by the risk of shareholder lawsuits. Fairness opinions demonstrate proper due diligence.
More Than Just a Valuation
A fairness opinion is more than a valuation; it goes far beyond the instant economic value of the transaction. Additional assessment and observation of the key factors and context surrounding the transaction enable stakeholders to proceed with grounded confidence.
Purposes for Fairness Opinions
Fairness opinions are most commonly performed for merger and acquisition transactions and employee stock ownership plan transactions. Our analysts have worked on multibillion-dollar transactions and are ideally prepared for providing detailed fairness opinions on transactions of any size.
As either a participant in a merger and acquisition transaction or as the trustee of an employee stock ownership plan with a fiduciary duty to fulfill, the best practice is to engage an independent appraisal firm that has been on both sides of the table and has a deep understanding of stakeholder interests.
It’s important to have your buy/sell agreements and valuations done right the first time. Meet the valuation requirements of your existing agreement or let us help craft your agreement in a way that amicably and best meets stakeholder needs.
Purchase and Sale of Ownership
A clear, mutual understanding of the provisions surrounding the purchase and sale of ownership between both the buyer and the seller is critical to avoiding future misunderstanding, contentious negotiations, or other unwanted circumstances or mistakes.
Method for Determining Value
A good agreement has a fair, logical method of determining value. Quality agreements involve an independent, mutually funded third-party valuation. These can be done EITHER at the time of a triggering event OR upfront to provide an ongoing method that multiple partners can use.
Predetermined Courses of Action
Nobody goes into a partnership expecting problems, but failing to plan can be the source of many unexpected issues. Clear and easily followed ground rules determined upfront help make the purchase or sale of ownership stakes a much less contentious and simpler process.
Transferring Shares and Voting Power
The agreement between the buyer and the seller should also address important items such as the means of payment, who the shares may transfer to, and the possible impact it may have on voting and/or power post-transfer of ownership (for example: shares passing to an heir).
One of the major issues of marital dissolution is how to divide business property acquired during the marital relationship. Our analysts make the distribution process seamless and easy for you.
Marital and Separate Properties
Separate property becomes marital property under three types of circumstances: 1) it’s sold/transferred, 2) it appreciates in value, or 3) when it’s comingled with marital property. This can be confusing, which is why we’re here to help.
Valuing a Business or Practice
This process takes many factors into account, including tangible and intangible assets as well as the earning potential of the asset. In most cases, the business value will be determined by fair market value, but other valuation methods are sometimes employed when required.
Valuing Other Property and Assets
Our job includes determining what needs to be valued in the distribution. This can range from real estate and personal household property to stocks, bonds, and retirement benefits. In all this, we serve as your guide to a smooth and seamless process.
Most people who advise organizations have a vested interest in what the company chooses to do. As third-party experts, the Ryan Business Valuation team provides needed advice based on data that will help you accomplish your strategic goals.
Independent Opinions for Buyers and Sellers
We have experience providing independent opinions for strategic purposes. For buy-and-sell opportunities, when looking to obtain an independent party, hire an experienced firm with no vested interest in your chosen course of action—only in your success.
Every business owner seeking to sell his or her company should move forward with a valuation of the enterprise. This valuation provides a more accurate perspective, overall direction, and an idea of the fair market value of your company.
Before you begin fundraising for your company, it’s important to get a valuation. This helps determine how much cash you need, gives you an idea of the potential of your business, and gives you more credibility (especially if you use a third party).
Strategic Planning Purposes
Our team of ex-CFOs, experienced investment bankers, and expert analysts provide valuation services that apply to your company’s strategy. We keep the overall picture in mind when valuing and consulting for strategic purposes.
Before you make a distribution, you need to be aware of the tax and financial consequences. Our deep industry knowledge, access to data sources, benchmarks, and tax rulings help us provide comprehensive reports at the highest quality.
A recapitalization can be advantageous by freeing up cash flow, providing liquidity to owners, and providing resources to execute the company’s strategy. We have experience with recapitalizations that include debt, equity, and dividends and can share the pros and cons of various structures.
Integrated End-to-End Tax Services
Ryan is focused on your overall tax performance, providing innovative solutions to the underlying causes of the errors we identify and creating greater opportunities to measure and improve your efficiency, develop a more strategic approach to tax, and deliver outstanding value to your shareholders.