Understanding your business’s value doesn’t have to be complicated. Tabulate’s streamlined valuation process is designed to deliver accurate, actionable insights tailored to the unique needs of small businesses.
Why Choose Tabulate for Your Valuation?
• Efficient Process: Streamlined to save time.
• Tailored to Small Businesses: Focused on your specific challenges and goals.
• Clear, Actionable Insights: Provides a roadmap for growth, exit planning, and more.
The Tabulate Valuation Process
Our process is built on five key stages to ensure accuracy and clarity:
Initial Consultation and Goal Setting
• Discuss Goals: Define the purpose of your valuation (e.g., exit planning, financing).
• Identify Stakeholders: Pinpoint key participants in the process.
• Set Expectations: Outline timelines, required documents, and process details.
Financial Data Collection and Analysis
• Gather Financial Documents: Profit & loss statements, balance sheets, cash flow, and tax returns.
• Adjust Financial Data: Reflect true financial health by normalizing for non-recurring or discretionary expenses.
• Data Organization Assistance: Tabulate ensures your financials are clean and ready.
Market and Industry Benchmarking
• Benchmarking Against Peers: Compare with similar businesses to contextualize value.
• Review Market Conditions: Assess broader economic influences.
• Analyze Industry Trends: Incorporate relevant sector trends into the valuation.
Valuation Modeling and Adjustments
• Select Valuation Methods: Apply income, market, or asset-based approaches as appropriate.
• Normalize Data: Adjust for owner compensation, one-time expenses, and other anomalies.
• Incorporate Insights: Reflect unique business factors with input from stakeholders.
Final Report and Recommendations
• Clear Summary: Provide an easy-to-understand overview of the valuation.
• Actionable Recommendations: Offer guidance for growth, sale preparation, or strategic planning.
• Support for Future Planning: Help business owners make informed, confident decisions.
Key Components of the Final Valuation Report
The report includes:
• Valuation Summary: High-level insights into your business’s worth.
• Financial Analysis: Detailed review of adjusted financials.
• Market Comparables: Benchmark data for similar businesses.
• Methodology Explanation: Clear breakdown of methods used.
• Next Steps: Practical recommendations based on valuation results.
How Tabulate Makes the Process Simple
• Dedicated Support: A client success manager guides you through each stage.
• Transparency: Clear updates and communication throughout.
• Streamlined Document Handling: Secure, hassle-free sharing and organization of documents.
The Tabulate Advantage
• Small Business Focused: Tailored to the unique needs of small businesses.
• Expert Insights: Combines industry expertise with advanced tools.
• Action-Oriented: Delivers not just a valuation, but actionable next steps for success.
Ready to Discover Your Business’s Worth?
Contact Tabulate today to schedule your consultation and gain actionable insights to propel your business forward.
For any questions, our team is here to assist!