fbpx

PRIVATE VALUATIONS

Gain Significant Business Insights

 

A private valuation of your business could be the key to understanding its true value. Qube’s independent financial assessments will provide you with the ability to confidently make strategic, informed decisions about your company’s future, including:

 

    • Selling your business
    • Transferring ownership to your children
    • Retiring
    • Expansion plans
    • Areas of growth
    • Ways to increase operational efficiency
    • Strategic debt utilization
    • Tax planning

Private Valuations That Maximize Your Sale Potential

Uncover valuable information and advice during the valuation process that could maximize the sale of your enterprise. Identify and address common value impediments, such as minimizing “key person” issues, to enhance the attractiveness and marketability of your company.

With a private valuation, you can present potential buyers with a comprehensive valuation report prepared per industry standards. The report can add credibility to marketing the sale of your business and help your company stand out in a competitive market. Garnering trust from prospective buyers. 

Take the first steps towards a successful succession!

Resource Optimization

Identify opportunities for operational and reinvestment efficiency, enabling you to make strategic adjustments that optimize your use of capital and enhance profitability. Evaluate and refine your business plan and growth strategies, ensuring that you have a solid roadmap for future success.

 

Customized Succession Planning

Receive tailored guidance and recommendations for succession planning, ensuring that you are well-prepared to achieve the highest possible sale value. Benefit from a phased approach that allows you to prioritize and focus on key areas that can significantly impact your company’s value.

A business owner consults with a financial advisor about a private valuation for his company.

Three-Phase Approach

Phase 1 — Assessing the Options for Succession
  • This first phase includes discussions with management, review of financial reporting, site visits, and consultations with relevant professionals.
  • A calculation-level valuation report will be provided as per the Canadian Institute of Chartered Business Valuators’ Practice Standards.
  • It’s highly probable that this phase will uncover valuable information that could maximize the sale of your business and warrant the second phase of your valuation.

Estimated Timeline & Fees: 18-25 hours (within 30 calendar days) at $190/hr

Phase 2 — Preparing the Company for Succession
  • The second phase focuses on preparing your company for sale by addressing key areas that can enhance sale value.
  • We may address reducing key-person discounts, market discovery, operational efficiency, reinvestment efficiency, growth assessments, and ESOP considerations.
  • This phase is highly variable as we tailor it to your specific budget and timeline.

Estimated Timeline & Fees: 50-200 hours at $190/hr*

*Our fee does not include costs from outside specialists.

Phase 3 — Moving Forward on Succession
  • This final stage is where the company is marketed to potential buyers.
  • A more comprehensive estimation-level valuation report will be provided, inspiring confidence from potential bidders.
  • We will provide you with assistance in disseminating the enterprise to potential bidders and special interest purchasers.

Estimated Timeline & Fees: 25-50 hours at $190/hr

DON’T SETTLE FOR UNCERTAINTY

Let our experts help you naviagte the complexities of your company’s valuation.

PRIVATE VALUATIONS

Gain Significant Business Insights

 

A private valuation of your business could be the key to understanding its true value. Qube’s independent financial assessments will provide you with the ability to confidently make strategic, informed decisions about your company’s future, including:

 

    • Selling your business
    • Transferring ownership to your children
    • Retiring
    • Expansion plans
    • Areas of growth
    • Ways to increase operational efficiency
    • Strategic debt utilization
    • Tax planning

Private Valuations That Maximize Your Sale Potential

Uncover valuable information and advice during the valuation process that could maximize the sale of your enterprise. Identify and address common value impediments, such as minimizing “key person” issues, to enhance the attractiveness and marketability of your company.

With a private valuation, you can present potential buyers with a comprehensive valuation report prepared per industry standards. The report can add credibility to marketing the sale of your business and help your company stand out in a competitive market. Garnering trust from prospective buyers. 

Take the first steps towards a successful succession!

Resource Optimization

Identify opportunities for operational and reinvestment efficiency, enabling you to make strategic adjustments that optimize your use of capital and enhance profitability. Evaluate and refine your business plan and growth strategies, ensuring that you have a solid roadmap for future success.

 

Customized Succession Planning

Receive tailored guidance and recommendations for succession planning, ensuring that you are well-prepared to achieve the highest possible sale value. Benefit from a phased approach that allows you to prioritize and focus on key areas that can significantly impact your company’s value.

A business owner consults with a financial advisor about a private valuation for his company.

Three-Phase Approach

Phase 1 — Assessing the Options for Succession
  • This first phase includes discussions with management, review of financial reporting, site visits, and consultations with relevant professionals.
  • A calculation-level valuation report will be provided as per the Canadian Institute of Chartered Business Valuators’ Practice Standards.
  • It’s highly probable that this phase will uncover valuable information that could maximize the sale of your enterprise and warrant the second phase of your valuation.

Estimated Timeline & Fees: 18-25 hours (within 30 calendar days) at $190/hr

Phase 2 — Preparing the Company for Succession
  • The second phase focuses on preparing your company for sale by addressing key areas that can enhance resale value.
  • We may address reducing key-person discounts, market discovery, operational efficiency, reinvestment efficiency, growth assessments, and ESOP considerations.
  • This phase is highly variable as we tailor it to your specific budget and timeline.

Estimated Timeline & Fees: 50-200 hours at $190/hr*

*Our fee does not include costs from outside specialists.

Phase 3 — Moving Forward on Succession
  • This final stage is where the company is marketed to potential buyers.
  • A more comprehensive estimation-level valuation report will be provided, inspiring confidence from potential bidders.
  • We will provide you with assistance in disseminating the enterprise to potential bidders and special interest purchasers.

Estimated Timeline & Fees: 25-50 hours at $190/hr

DON’T SETTLE FOR UNCERTAINTY

Let our experts help you naviagte the complexities of your company’s valuation.