HOW IT WORKS?

Business valuation is the process of determining the economic value of a business or company. It assesses a variety of factors to determine the fair market value in a sale, but there is no one way to verify the worth of a company. Business valuation can depend on the values of the assessor, tangible and intangible assets, and varying economic conditions. Business valuation provides an expected price of sale; however, the real price of sale can vary.

  • PACKAGE SELECTION

    Select an option that meets your needs. We have 5 options for you to choose from. Please refer to the Services section for more information about each package. If you are not sure which option to select, please send us an email or call at 617-820-5281 to request a free consultation. We will be very happy to assist you. Need a service that is not listed? No problem. Give us a call and we will be very happy to assist you.

  • CERTIFICATION

    Swift and Wise, LLC is fully accredited through the National Association of Certified Valuation Analysts (NACVA) (www.nacva.com)

  • Engagement Letter

    We will send you a letter that formally outlines the terms and objectives of our engagement. We can start the valuation process when the signed engagement letter has been returned to us.

  • WHAT WE NEED FROM YOU?

    After the signed Engagement Letter has been received, we will send you the link and instructions for send the files. We use Citrix ShareFile to make secure file transfers. To start the valuation process, we will need to collect the following:

    1. Tax returns (2-5 years), Most current Income statement and Balance sheet, completed Questionnaire (provided by us).
    2. Optional (management biographies, forecasts, budgets, accounts receivable aging reports, accounts payable data, as well as any other document that could help with valuation).
  • Why Swift & Wise?

    We are changing the way that small businesses get valuation services. 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.

  • Valuation Analysis

    This is the most interesting part of the process. We will analyze your company data as well as other company specific data, industry, local and national economy data. We use several different approaches and methods to analyze the company. When we have analyzed the company’s historic financial statements, we will compare the company’s financial results to other comparable companies within the same industry. The approaches and methods used will depend on the package you selected.

  • WRITTEN REPORT & DISCUSSION

    The report will be sent to you when ready (refer to delivery time section), and we will schedule a phone call with you to answer any questions you may have about the valuation analysis.

    Certified Business Valuation only: We will prepare the report in accordance with the standards of The National Association of Certified Valuators and Analysts (NACVA).

  • Delivery Time

    Depending on the package it will take between 7 and 10 days for one of our analysts to complete the job. Please refer to the Services page for more information.