Swift and Wise, LLC is one of the top business valuation firms. We offer private company valuation services throughout the United States. Getting a professional business valuation that is accurate and defensible can make a difference of thousands and even millions of dollars. Whether you are planning on a business sale or purchase, handling a legal dispute or tax matter, a key part of your strategy should be knowing what the business is worth. Since the stakes are high, it is important to separate facts from fiction when it comes to valuing a business. Whether you are looking for Professional Services Company Valuation, Startup Valuation, 409A Valuation, Partner Buyout or Divorce Valuation, Swift and Wise, LLC will provide a concise understandable valuation report at a very competitive price.

 

  
 
PURPOSE
DELIVERY TIME
YEARS ANALYZED
IRS REVENUE RULING 59-60
VALUATION ANALYSIS
RISK RATE ANALYSIS
PREMIUM & DISCOUNT ANALYSIS
COMPANY RATIO ANALYSIS
FINANCIAL STATEMENTS ADJUSTMENTS
COMPANY FINANCIAL ANALYSIS
COMPANY BACKGROUND ANALYSIS
ECONOMIC CONDITION RESEARCH
INDUSTRY AND COMPARATIVE ANALYSIS

Certified Valuation

PURPOSE : Appropriate for Partner Buyouts, M&As, ESOPS, Buy-Sell Agreements, Estate and Gift taxes, Etc.
DELIVERY TIME : 10 DAYS
YEARS ANALYZED : 5
IRS REVENUE RULING 59-60
VALUATION ANALYSIS
RISK RATE ANALYSIS
PREMIUM & DISCOUNT ANALYSIS
COMPANY RATIO ANALYSIS
FINANCIAL STATEMENTS ADJUSTMENTS
COMPANY FINANCIAL ANALYSIS
COMPANY BACKGROUND ANALYSIS
ECONOMIC CONDITION RESEARCH
INDUSTRY AND COMPARATIVE ANALYSIS

Startup Valuation

PURPOSE : Startup Valuation or Pre-Money Valuation.
DELIVERY TIME : 8 DAYS
YEARS ANALYZED : 5
IRS REVENUE RULING 59-60
VALUATION ANALYSIS
RISK RATE ANALYSIS
PREMIUM & DISCOUNT ANALYSIS
COMPANY RATIO ANALYSIS
FINANCIAL STATEMENTS ADJUSTMENTS
COMPANY FINANCIAL ANALYSIS
COMPANY BACKGROUND ANALYSIS
ECONOMIC CONDITION RESEARCH
INDUSTRY AND COMPARATIVE ANALYSIS

Divorce Valuation

PURPOSE : Divorce, Divorce settlement agreements.
DELIVERY TIME : 6 DAYS
YEARS ANALYZED : 3
IRS REVENUE RULING 59-60
VALUATION ANALYSIS
RISK RATE ANALYSIS
PREMIUM & DISCOUNT ANALYSIS
COMPANY RATIO ANALYSIS
FINANCIAL STATEMENTS ADJUSTMENTS
COMPANY FINANCIAL ANALYSIS
COMPANY BACKGROUND ANALYSIS
ECONOMIC CONDITION RESEARCH
INDUSTRY AND COMPARATIVE ANALYSIS

409A valuation

PURPOSE : If your company is planning to offer options, you'll need a 409A valuation.
DELIVERY TIME : 8 DAYS
YEARS ANALYZED : 5
IRS REVENUE RULING 59-60
VALUATION ANALYSIS
RISK RATE ANALYSIS
PREMIUM & DISCOUNT ANALYSIS
COMPANY RATIO ANALYSIS
FINANCIAL STATEMENTS ADJUSTMENTS
COMPANY FINANCIAL ANALYSIS
COMPANY BACKGROUND ANALYSIS
ECONOMIC CONDITION RESEARCH
INDUSTRY AND COMPARATIVE ANALYSIS
Need more information or not sure which package to select?
Call us at 617-600-7773 or request a free consultation

WHY SWIFT & WISE?

Swift and Wise, LLC is one of the top business valuation firms in the USA. By providing up-front pricing, transparency, and a closely-managed network of certified valuation analysts, small businesses can now get high-quality services at much lower costs than with traditional valuation firms.Our business analysts have met the rigid professional training and testing requirements to earn the designations of Certified Valuation Analyst (CVA) – National Association of Certified Valuation Analysts (NACVA).

BUSINESS VALUATION PURPOSES

  • Mergers, Acquisitions and Sales

    Business Valuation is necessary to negotiate a merger, acquisition, or sale, so the interested parties can obtain the best fair market price.

  • STARTUP VALUATION

    It’s commonly said that business valuation is more art than science. If this is true, then the practice of valuing a startup business is squarely in the domain of the artist.

  • SHAREHOLDER OR PARTNERSHIP DISPUTES

    Then again, things don’t always work out. If an owner decides they want out of the partnership, an independent business valuation is necessary to arrive at a fair settlement of ownership interest.

  • BUY/SELL AGREEMENTS

    If you are in a partnership or LLC, a buy/sell agreement between principals can help to avoid future disputes. A mutually agreed upon value is the starting point for an agreement that is acceptable to all parties.

  • FUNDING AND FINANCING

    When negotiating with banks, venture capitalists or other prospective investors, an objective valuation will help in raising capital.

  • PRE MONEY VALUATION

    External investors, such as venture capitalists and angel investors will use a pre-money valuation to determine how much equity to ask for in return for their cash injection to an entrepreneur and his or her startup company.

  • partner buyout

    When it comes to valuing a partner’s stake in the business, valuation of the business as a whole is the first step. The next big question is how to allocate this business value among the partners.

  • ESOPS

    An ESOP is a type of employee benefit plan. ERISA and IRS specifically requires the use of an independent appraiser for ESOP valuations.

  • Estate, Gift and Income taxes

    The value of the closely held business must be ascertained to adequately perform a thorough and comprehensive estate or financial plan. Business Valuation is required.

  • Divorce valuation

    When a divorce occurs, a fair market value of the business as well as division off assets and business interests is needed.

  • Litigation Support

    For a variety of reasons, an attorney in a pending lawsuit might need to determine the value of a closely held business.

  • 409A VALUATION

    If you plan to offer common stock options, then there are two times you must get a 409A valuation. Simply, a 409A valuation is required by law. You need a 409A valuation to ensure your company is in compliance.

BUSINESS VALUATION MADE EASY

By using Swift & Wise you not only save yourself time and money. We help you to have more grounded knowledge, thus to negotiate your value with more confidence. Accurate valuation is based on accurate and extensive data. We will complete your valuation with the most accurate multiples, discount rates, and other financial metrics based on database of more than 40.000 US based companies.

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BUSINESS VALUATION METHODS

INCOME APPROACH

The income approach is generally the most common business valuation method for closely held businesses. This approach is a general way of determining a value indication of a business, business ownership interest, or security. When using this approach, you can easily determine the value of a business using one or more methods wherein you convert the anticipated benefits of owning the business. Commonly used methods are Capitalization of Earnings, Discounted Cash Flow and Excess earnings Method. This approach is perfect for valuation of professional services firms.

ASSET APPROACH

You can use the asset approach to determine a value indication of a business’s assets and/or equity interest. This method is based directly on the value of the assets of the business less liabilities. It is then necessary to factor in the intangible asset which arises as a result of name, reputation, customer patronage, location, products and similar factors that have not been separately identified and/or valued which generate economic benefits. These intangible assets are commonly referred to as goodwill.

MARKET APPROACH

The market approach considers the implied pricing in third-party transactions of comparable businesses or assets.  Transactions are analyzed in order to identify pricing patterns or trends that can be used to infer value on the subject business or asset.  Adjustments are made to the transaction data to account for relative differences between the subject and the comparable transactions.  The market approach is most applicable to highly homogeneous assets or businesses for which a ready market exists.