Commercial or Project Financing + Financial and Tax Reporting + Personal Financial Management

Today let's talk about three more of 9 different scenarios to utilize a Business Valuation. 

The first scenario is Commercial or Project Financing where a business valuation for your client is an instrumental tool to include in their loan package when approaching lenders to negotiate their rate and loan terms, especially in a tight business lending environment.

The second scenario is Financial and Tax Reporting where certain situations necessitate an independent valuation such as issuance of stock options OR transfers or equity interest sales.

The third scenario is Personal Financial Management where most business owners have no realistic concept of the true market value of their business & a valuation empowers them to make informed critical decisions, such as proper timing to pursue an exit strategy from the business itself.

In the last email I’ll touch on the last 2 of the 9 different scenarios where your clients may WANT or NEED a business valuation.  Call me with any questions toll free at 800-800-1776 x52.

Troy C. Patton, CPA - Patton Valuations