
Many owners rely on “rule of thumb” estimates or outdated industry multiples, but these often lead to leaving money on the table. In Orlando’s diverse economy, from tourism-adjacent services to high-tech manufacturing, a generic estimate is not enough.
When I work with closely held businesses, the process is thorough and objective. We don’t just look at a balance sheet; we look at the health of the entire operation.
While some may look toward public accounting firms or a general business appraiser, my team and I offer a perspective focused entirely on the sale. We understand the nuances of the Florida market because we live and work here.
My team and I have been a Multimillion Dollar Award winning team for 8 years in a row. This hands-on experience in closing deals means our business valuations are rooted in real-world results, not just theoretical formulas.
We bridge the gap between public accounting precision and the reality of the current buyer market.
While our primary goal is helping you sell, our valuation services are frequently used for other critical business milestones, including:
A business appraiser often focuses on a technical, formal report for tax or legal reasons. As a broker providing Orlando business valuation services, I focus on “Most Probable Selling Price.” This combines technical data with current market demand to tell you what a buyer will actually pay.
Generally, we require three years of profit and loss statements, federal tax returns, and a current balance sheet. We also look at your lease agreements and any significant equipment lists.
For planning purposes, it is wise to have a valuation every two years. This allows you to see if your efforts to increase value are actually working before you decide to list the company.
Yes. We offer litigation support and certified reports to help resolve disputes among owners of closely held businesses by providing a neutral, third-party assessment of value.
Don’t guess the value of your life’s work. Whether you are preparing to sell or just looking for clarity, I am here to help. I have years of experience to ensure you have a smooth transition and get the best price for your business.
Contact me today to learn how our team has consistently led the market in successful transactions.