Business Valuation & Confidentiality

CONFIDENTIALITY MATTERS

A business valuation is a private, personal and professional exchange of information. We suggest that our clients never work with anyone regarding their business valuation without a signed Non Disclosure Agreement (NDA). Confidentiality should be understood and foundational during and after the business valuation process.


Information shared during a business valuation often include: Income Statements, Personal and Employee Salaries, Balance Sheets, Profit and Loss Statements, Inventory Asset lists, Debt, Business Growth Trajectory and an assortment of other highly sensitive information. Hopefully, you can see why we strongly suggest the NDA as one of the first steps of having a business valuation for your Raleigh or Wake County business.

Raleigh Business Valuations

Raleigh Business Valuations

Business Valuation Advisors

Our business valuation advisors are committed to the valuation of privately-held companies. They have the experience, knowledge and resources to provide our clients with innovative, accurate and timely business valuations.


The foundation of business valuation understanding is the ability to discern how a business cultivates best practices and deploys its investments in order to drive returns and future earnings. The procedure of business valuations does not follow a single path, but rather many paths that vary by business industry.


Business Valuation Methods

Business valuations Raleigh, NC

Asset Method

Market Method

Market Method

Values the assets of your business minus liabilities. This method includes book value, excess earnings, and asset accumulation methods. These values usually mean very little to the market value of most operating businesses. For the most part, the asset approach does not accurately represent the value of an ongoing business that has positive earnings.

Business valuations Raleigh, NC, 27612

Market Method

Market Method

Market Method

Simply defined, this approach is much like a comparative real estate approach. Like businesses in specific industries look for similar valuations. There are databases that we can research to find multiple of gross sales and earnings to compare for your business valuation. This method can be reliable in most cases and is a strong indicator of true value.

Business valuations Raleigh, NC, 27612

Income Method

Market Method

Income Method

Your business valuation is set using this method by placing a valuation on the current income stream. The income method is a strong indicator of what a business positive income is worth. The income method assumes that the new owner will maintain the current level of income believing these numbers are a reasonable indication of future earnings.

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Free And Confidential

Knowing the value of your business is the first and best step to take when considering the sale of your business. Many business owners that we meet with have somewhere between 80-90% of their personal net worth tied up in one asset: the company they own.

Motivations For Business Valuations

Two Motivations Of Business Owners

Business owners typically need a business valuation for one of two reasons. Depending on your primary motivation our professional business advisors can assist or refer you. Our primary business valuation expertise and services involve helping business owners creating an exit strategy for their business.
One of the first steps for either of the two motivations listed below is securing and accurate business valuation.
1. Exit Strategy

  • Selling Business
  • Mergers and Acquisitions
  • Divestitures and Carve-outs
  • Shareholder Transactions
  • Exit Planning and Consulting

2. Legal and Financial

  • Gift & Estate Planning
  • Divorce Proceedings
  • Income Tax Valuation
  • Litigation and Expert Testimony Consulting
  • Financing & Loan Qualification Purposes

Raleigh Business Valuations

Raleigh Business Valuations

Six Steps To Business Valuation

Step 1

Step 1

Step 1

business brokers in raleigh nc

  Initial Assessment 


A phone call or email to set up a time to discuss your industry, business size and determine if we should move forward with business valuation.

Step 2

Step 1

Step 1

Raleigh Business Valuations

 Signed NDA


 Before private business information is shared we like to have an NDA completed. This provides additional protection for our clients.

Step 3

Step 1

Step 3

business brokers in raleigh nc

Information Collection 


We require 3-5 years of Corporate Financials, Profit & Loss and business information form for an accurate Raleigh business valuation.

Step 4

Step 4

Step 3

business brokers in raleigh nc

 Further Information 


Numbers do not tell the complete story. We listen to discover growth opportunities, goodwill and why you are selling your business. 

Step 5

Step 4

Step 5

business brokers in raleigh nc

Business Valuation 


Complete business valuation report is presented to our clients. We walk through the numbers to show owners their current business valuation.

Step 6

Step 4

Step 5

business brokers in raleigh nc

Strategic Planning


Many of our clients want to learn the process of a confidential marketing strategy. What are the practical steps of selling a business?

About Transworld Business Advisors

10,000+ Businesses Sold

10,000+ Businesses Sold

10,000+ Businesses Sold

Business Valuations Raleigh


Business owners have made huge sacrifices and they deserve the best!

40 Years Experience

10,000+ Businesses Sold

10,000+ Businesses Sold

Business valuation Raleigh

More business owners trust our experience than anyone in the industry.

Trusted Name

10,000+ Businesses Sold

Trusted Name

Business valuation Raleigh


We live and work right here in the local, Raleigh market. Read our Google Reviews.

Business Valuation Experts

Transworld Business Advisors Business Valuation Focus

Contact Us

Get Started Today

Contact us today for a confidential business valuation.


Free Business Valuation

Call: (919) 379.5776

Email: swright@tworld.com

Transworld Business Advisors of Raleigh

4509 Creedmoor Road, Suite 201, Raleigh, North Carolina 27612

Hours

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