SBA Valuations
John has worked with SBA lenders and Banks for the last 5 years and is a member of various trade organizations
We understand the importance of a SBA valuation to the Loan Officer, the Bank and the Borrower.
In addition to being compliant with the requirements of SBA SOP 50 10 8 (effective June 1, 2025) we offer:
- An easy to do business with attitude
- A fixed price
- A 10-day guaranteed turnaround time
- A quality product
Business Valuations
Valuations for family-owned businesses, shareholder buys outs, estate tax planning, new shareholder buy ins, etc. are very important to the shareholders.
We offer a full conclusion of value report and often a calculation of value which can be very meaningful to the Company and its owners. Lenders occasionally have need to have a valuation prepared as a part of their underwriting process.
Estate and Gift Tax Valuations
When an ownership transfer occurs on account of a death or in life gift, the value must be calculated with caution. John practiced over 20 years as a tax professional and is aware of the nuances and considerations required.
Business Brokers
Business Brokers often need a second opinion when determining what to sell a business for.