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Business Valuation Rules of Thumb
September 21, 2012 / in Business Valuation / by Bob Altieri
A valuation “Rule of Thumb” is a mathematical relationship between price and one or more variables, based on experience, observation, hearsay, or a combination of these, applicable to businesses within a specific industry. The Business Reference Guide published by Business Brokerage Press is a common resource for people involved in valuing, buying or selling privately held businesses. The guide contains rule-of-thumb and pricing tips on hundreds of types of small businesses. Below are a few of …
Glossary of Business Sale, Merger & Acquisition Terms
August 17, 2012 / in Sell a Business / by Al Statz
As with most industries, the M&A industry has its own terminology, which can be confusing to the occasional transaction participant. Here we present many of these terms so that you can have a better understanding and comfort level when we discuss the potential sale of your company. Many of these terms are accounting, finance or legal in nature. Accrual Method of Accounting: A method of accounting wherein income and expenses are recognized on the financial …
Engineering the Future
July 16, 2012 / in Business Strategy, News / by Al Statz
As a father of two budding technophiles, and having my first college degree in electrical and computer engineering, please allow me this opportunity to promote this important profession … As the world’s population nears seven-billion people, mechanical engineers will play a major role in meeting global challenges says a research study conducted by ASME (American Society of Mechanical Engineers). The study, The State of Mechanical Engineering: Today and Beyond, was the result of a survey of over …
Why 2012 May be the Year to Sell Your Business
January 3, 2012 / in Sell a Business / by Al Statz
Article Published January 3, 2012 — North Bay Business Journal Historically, business transactions escalate when taxes are expected to change, as sellers and buyers try to capitalize on favorable rates. It is safe to assume that the U.S. will soon have to raise taxes on businesses and individuals, so retirement-age business owners looking to maximize value should look closely at selling in 2012. Since it typically takes a year to prepare, find a buyer, negotiate, …
2012 Sonoma County Backroad Challenge Century Ride Announced
December 30, 2011 / in News / by Al Statz
Yes, this is a business blog, but we want you to know about the annual Sonoma County Backroad Challenge on May 19, 2012 in Petaluma. Cyclists of all levels can enjoy spectacular Sonoma County backroad scenery on one of three fully-supported rides (100 miles, 100 Km and 50 Km) ranging from leisurely to grueling. The Backroad Fest at Lagunitas Brewery will be in full swing when you return from your ride. Enjoy local cuisine, cold brews, live music, fun and fellowship …
Small Business Acquisition Financing: What Lenders Want
October 19, 2011 / in Exit Planning, Sell a Business / by Al Statz
In ten years of selling private businesses, financial leverage has consistently been one of the key success factors in expanding the pool of buyers and closing deals. Fortunately for business owners, the SBA loan guaranty program is an excellent funding source for deals up to $5MM. And, lenders are lending now. A lender analyzes both the buyer (borrower) and the business being purchased. Here are 10 things lenders look for when evaluating a loan request …
October 27th “Maximize the Value of Your Business” Seminar Announced
October 4, 2011 / in Exit Planning, News, Sell a Business / by Al Statz
Exit Strategies announces the next in its series of executive briefings for business owners. At this candid, fast-paced workshop, business owners will learn … Valuation basics & 20 ways to build enterprise value Preparing a successful exit strategy Market conditions and trends Tax advantages of selling in the next 15 months Steps in a successful M&A sale process Answers to common questions When: Thursday, October 27th, 5:00 to 7:30 pm Where: Petaluma, California Cost: Free of charge …
Valuations for SBA Business Acquisition Loans
September 10, 2011 / in Business Valuation / by Al Statz
Determining the value of a business is a key aspect of an SBA lender’s underwriting process for loan applications involving a business acquisition (change of ownership). According to SBA Standard Oprating Procedure 50-10-5(c), paragragh (i), page 179, for all business acquisition loans over $350,000, or whenever a buyer and seller have a close relationship, the lender must obtain an independent business valuation from a qualified source. Examples of “close relationships” include transactions between: Employer-Employee; Family members; Co-Owners; and …
Exit Strategies Joins National Business Valuation Group
July 26, 2011 / in Business Valuation, News / by Al Statz
Exit Strategies has joined forces with National Business Valuation Group, LLC, a consortium of independent business valuation and litigation support firms that have affiliated in order to provide clients with highest quality professional expertise. The relationship between offices allows each firm to provide its clients with technical, database, industry, geographic and consulting expertise that would not be available from typical business valuation firms. Offices regularly communicate with each other regarding specific cases and valuation issues …
Should we use a business sale escrow? What does an escrow holder do?
June 1, 2011 / in Acquire a Business / by Al Statz
A client recently asked me these questions, and I thought the answers would make a good blog post … A business sale/purchase escrow holder protects the interests of buyers and sellers of small businesses by acting as a neutral independent fiduciary, communications link and closing facilitator. Escrows are used extensively by business transaction attorneys and intermediaries throughout California since regulatory compliance, routine closing documents and administrative details are handled in an efficient, cost-effective manner. Business …
Exit Strategies Group, Inc. is a leading provider of business sales and acquisitions, business valuations, and exit planning services for family owned and closely-held companies since 2002.
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