Current Market Value:
The Main Selling Consideration
The most critical step in the sale of any business is determining its value. Some owners will need
a formal report for presentation to a board of directors, while those owners who are considering a sale
further down the line may just want a “ball park” figure to use as a benchmark. Most companies that offer
business valuations offer one product. Coffey Owens Group is unique in that it offers 3 levels of
Business Valuations. We work closely with our clients and their CPA’s to determine which valuation
option is best for their particular need.
1. What is the “value” in general terms?
- Generally, buyers will use one conservative valuation method to set their offer price on your business.
- Sellers generally use one method that results in the highest possible price.
- Our objective is to put our client in control by educating them with details of the numerous ways their business
can be valued and which way is most appropriate for marketing and selling their business.
2. Why is understanding your value important?
- Helps owners decide if now is the right time to sell.
- Establishes realistic expectations.
- Provides an excellent answer and a strong negotiation position to the buyer’s initial question of
how the offer price was determined.
- Simplifies the negotiation process and expedites the sales process.
3. Options for determining the “value” of your business
- Verbal Opinion of Value - Free
A realistic range of value based upon a review of the company’s financial information, specific industry
valuation parameters, and our experience in valuing and selling similar businesses. It provides a general
idea of the price of the company in the marketplace and provides clarity for the initial step in business
transfer: Making the decision to sell.
- Opinion of Value Data Report - $500 -$750
A report containing all of the data used to provide the verbal opinion of value. This includes a summary of
the last 3 years financial performance, industry rules of thumb, comparisons to businesses currently for sale
in the company’s industry, comparisons to sales that have taken place in the industry. Information an owner
can use to benchmark their company’s performance.
- Market Valuation Analysis - $2,500 - $20,000
A technical analysis of the business, utilizing current business transfer data, comparable regional and national
selling prices, and current industry trends.
4. Why use CoffeyOwens Group for your Valuation?
We provide a full range of services including initial selling information, valuation, and selling services.
Every reasonable precaution is taken to protect your firm’s identity during the sale process. Through careful buyer
qualification we insure that only serious, qualified buyers are provided with information.
Coffey Owens Group is able to provide professional valuation services at a fraction of the price of other companies
providing valuation services such as Merrill Lynch, Geneva, and Gulf Coast Financial.
Many brokers will set a listing price that simply mirrors or exceeds the seller’s expectations, simply to “get the
listing.” The single greatest reason for a business not selling is that the asking price is unrealistic. We do not
represent overpriced businesses because we believe that market exposure with low probability of actually selling is
a risk no business owner should take.
Combined, we have over 3 decades of real world business transfer experience. Coffey Owens Group has two CPA’s and an
attorney right in our office. The lead valuator has a Master of International Management in Finance and the Certified
Business Intermediary designation from the International Business Brokers Association. We have the industry experience
and the academic and professional credentials necessary to provide excellent valuation services.
Guy’s experience includes 14 years of experience with such companies as Waste Management Inc. and Deutsche Telecom.
He also worked in the German aerospace industry. In addition to being a manager in these endeavors, he was responsible
for performing the analysis of companies for acquisition. Guy earned a Master in International Management degree from
the Thunderbird Graduate School of Business.
Stephen received a B.S. degree in accounting from the University of Colorado and an MBA, with distinction, from the
New York University Graduate School of Business with a double major of corporate finance and investments. He received
a Juris Doctor (JD) degree from the University of Denver College of Law and a Master of Law (LL.M.) degree in taxation
from the New York School of Law in June 1977. Mr. Replin is a certified public accountant (CPA) licensed in the State
of Colorado although he holds his license in an inactive status. He has been listed in “Who’s Who in American Law”
and “Who’s Who in Corporate Finance.”
Doug has spent more than 20 years in various facets of financial analysis. He began doing forecasting and modeling in the
financial industry, and then spent 15 years as a security analyst and portfolio manager for institutional retirement and
mutual funds. In that capacity, his company and stock valuations were evaluated by other market participants every day.
During that time he followed a wide variety of industries and companies, focusing on competitive analysis and business
forecasting. Doug has an MA in Economics from the University of New Mexico and a BSBA from the University of Denver. He
currently owns and operates Dumbbells, A Fitness Club in Denver, Colorado.
For More Information Call 303.316.0331
Ask about our Opinion of Value · Its Free, No Obligation