Business Valuation

Your Trusted Advisors in Business Valuation

At White Oak Legacy Partners, we understand that achieving your business goals with confidence and assurance requires a thorough understanding of your company's true value. That's why we are proud to introduce our new service: Business Valuation.
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What Sets Us Apart?

Calculation of Value: Looking for a cost-effective starting point? Our Calculation of Value report is designed for you. While the method for computing the value remains the same, this option provides a more budget-friendly alternative. It's important to note that this report doesn't include the full analysis required by our standards. However, you can trust that the final value is an expertly calculated estimate, providing you with a valuable starting point for your business valuation journey.

Summary Valuation Report: For a comprehensive understanding of your business's worth, especially in scenarios like buy-outs or litigation, our Summary Valuation Report is the ideal choice. This detailed report, identical to what we submit to the Internal Revenue Service (IRS) when required, offers a complete overview of your business's financial standing. It's the go-to option when you need a thorough and conclusive valuation.

 

Choosing the Right Option

Calculation of Value vs. Summary Valuation Report: The main difference between these options lies in the level of detail provided. The Calculation of Value report offers a calculated estimate without a detailed explanation of the valuation methods. In contrast, the Summary Valuation Report provides a comprehensive breakdown of the valuation process.

For scenarios like a partial buy-in, where no reporting to the IRS is necessary, the Calculation of Value report might be sufficient. However, it's crucial to consider that your potential partner may find limited conditions in this report compared to the more detailed Summary Valuation Report.

In Conclusion: The better option for you depends on your current needs and expectations. If you require a starting point and a more budget-friendly option, the Calculation of Value report is suitable. However, for a complete and detailed valuation, especially in scenarios involving the IRS or complex business transactions, the Summary Valuation Report is the recommended choice.

Want to Unlock Your True Business Value?

At White Oak Legacy Partners, we are committed to providing you with the insights and expertise needed to make informed decisions for your business. Contact us today to discuss your Business Valuation needs and take a confident step towards achieving your goals.
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