Whether you need to know the value of your business for a sale, loan, or for buy-sell agreement, Boyce & Associates Business Valuations will be able to help.
There are many reasons business owners need a valuation of their business. The most common is in the case of a business sale, equity offering, Buy/Sell agreement or in the case of divorce, or business divorce. Boyce & Associates Business Valuations has a highly trained staff of business valuation experts with over 50 years of combined experience in business valuation and security analysis.
One of our core beliefs at Boyce & Associates Business Valuations is that business valuations can be relatively inexpensive.
We have several levels of business valuation that can fit your unique valuation needs without breaking the bank.
Simple & Complex Valuations
Help with Buy or Sell
Experienced Staff
Priced for Value
Business valuation is a process and a set of procedures used to estimate the economic value of an owner's interest in a business.
An accurate valuation of a closely held business is an essential tool for a business owner to assess opportunities and opportunity
costs as he or she plans for future growth and transition. It provides either a point-in-time assessment of relative value for an owner,
or the price a buyer would be willing to pay to acquire the business.
THE PROCESS
DISCUSSION
Covering the following topics:
-
Nature and Background of the Business, its services, and products
-
Purpose & Objective for Valuation
-
Key employees, customers, considerations
-
Significant assets, including inventory, and liabilities
-
Executive and owner compensation
DISCOVERY
Collect necessary financial information
-
Profit and Loss Statement & Balance Sheet last 4-5 years
-
Tax Returns Last 4-5 years
-
Interim Profit and Loss Statement/Balance Sheet for the current year
-
Available Forecasts, Projections, Proforma, Budgets
CONFIRMATION
Of required inputs, information,
and assumptions
EVALUATION
Make adjustments and evaluate various valuation measures to assess true economic value for the enterprise,
using a combination of various methods, including the Asset
(Cost), Income, and Market method.
REPORT
Draft the Valuation Report & Letter of Opinion following the comprehensive analysis of the enterprise. The valuation report is drafted under the standards of the Uniform Standards of Professional Appraisal Practice (USPAP).
MEET THE TEAM
ERIC C. BOYCE,CFA, MSF,NQPA
CEO/President/Chief Investment Officer
Eric is the Co-founder and CEO of Boyce & Associates Wealth Consulting, Inc. and Boyce & Associates Business Valuations, LLC. Eric has worked in finance, treasury management, investment research, and portfolio management since 1991 and has served in various leadership capacities during his 30+
year professional career.
​
During that time, he has served as Austin Director for a West Texas investment adviser, as senior portfolio manager for Hester Capital Management/Luther Kind Capital Management, and as Research Director for two other Texas-based registered investment advisers (RIA's). He has extensive experience in security and financial analysis, portfolio strategy and management, business valuation, and private investments.
​
To find out more about Eric contact him today!
THOMAS E. KEMLER, CFA, CVA, MBA
Chief Business Appraiser
Thomas is our Chief Business Appraiser. With over 30 years’ experience in Securities Analysis, Business Valuation and Portfolio Management, Tom adds an incredible amount of experience to our portfolio management team.
​
Thomas is a CVA, Certified Valuation Analyst, one of the most respected credentials for business valuation professionals. holds a BA in Business/Managerial Economics from the University of Delaware. Additionally,
Tom also holds a Masters in Business Administration
from the University of Dallas. Like Eric, Tom is also
a Chartered Financial Analyst (CFA).
​
To find out more about Tom contact him today!
