What Makes a Valuation Credible

A credible valuation helps fortify your business price for the market.

Learn what makes a valuation credible.

God Bless Retirement offers a team of valuation specialists certified by the National Association of Certified Valuators and Analysts (NACVA). This association is regarded as a leading authority in the valuation field.

When a valuation report is prepared by a firm with certified experts, it is viewed as trustworthy which helps make a deal viable.

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The importance of a credible business value.

A business valuation report from God Bless Retirement gives sellers a foundation for determining their business's worth. Offering the market a defensible valuation informs your asking price and serves as a critical factor during negotiations. This approach ensures buyers have confidence in the price. This report is especially valuable in situations like shareholder buyouts or when preparing for succession, offering a reliable value that stands up to scrutiny from all parties involved.

Additionally, when gifting shares or transferring ownership, IRS regulations require precise reporting to avoid penalties, particularly if the value exceeds $5,900. Our valuation report helps you comply with these tax laws, preventing unnecessary fines and ensuring a smooth transaction. Whether you're pursuing a sale, legal claim, or planning your next steps, our detailed valuations protect your interests and add credibility.

Valuation Services from God Bless Retirement

A summary report from God Bless Retirement offers a concise yet comprehensive version of the detailed business valuation report, presented in a well-documented written format rather than orally. These reports typically span 65 pages or more, providing a thorough but accessible analysis of the company's valuation. Commonly used in situations where formal documentation is required—such as acquisitions, divestitures, IRS filings under IRC Section 409A, partner disputes, and securing bank financing—summary reports effectively communicate key valuation insights to third parties.

They are particularly valuable when precise substantiation is necessary to satisfy regulatory, legal, or financial requirements. Additionally, these reports often adhere to standards set by professional associations like the National Association of Certified Valuators and Analysts (NACVA) or American Society of Appraisers (ASA) to ensure credibility and compliance.

This complimentary service is tailored to give you a clear value range for your business based on a thorough market assessment. We will not only provide a recommended listing price but also offer insights into current industry trends, competitive landscape, and expected offer ranges from potential buyers. Our analysis incorporates market conditions, recent transactions in your industry, and economic factors affecting valuations. Additionally, we'll discuss strategic considerations to position your business favorably in the market, ensuring that you are well-prepared to attract competitive offers. This service is designed to give you an informed, data-driven foundation for your next steps in the selling process.

A summary report from God Bless Retirement offers a concise, written version of the detailed analysis provided in a full valuation report, delivering essential insights in a more streamlined format. Typically spanning 65 or more pages, it is designed for easy reading while still offering a clear understanding of a company's valuation. This type of report is especially useful when key financial and valuation details need to be presented to third parties, such as during acquisitions, divestitures, or for Internal Revenue Service (IRS) filings. It is also valuable in legal contexts like partner disputes, or when securing bank loans, where a well-documented valuation can substantiate claims or support decision-making. The summary report maintains a balance between brevity and depth, ensuring that critical valuation components are clearly communicated without the extensive detail found in full reports, making it a practical choice for many business situations requiring documented financial clarity.

God Bless Retirement's credentialed experts provide Informational Valuation Reports, commonly referred to as Broker Opinion of Value (BoV) reports, as a quicker and more cost-effective alternative to certified valuations. These reports help determine an accurate market price, support exit strategies, and guide internal business decisions. Ideal for those not requiring a certified valuation, they offer a streamlined process with less extensive procedures and reporting. Despite the simplified approach, each report is carefully prepared by our team of financial analysts, ensuring you receive expert, reliable insights tailored to your business needs.

A comprehensive valuation report offers a deep dive into the underlying data, rationale, and analysis that inform the final valuation conclusion. Unlike summary reports, which provide a high-level overview, these detailed documents, often exceeding 100 pages, present a thorough analysis of the company's background, industry conditions, economic factors, financial health, and valuation results. This level of reporting is essential when heightened scrutiny is expected, such as in complex transactions, litigation, or Internal Revenue Service (IRS) estate planning under regulations like Internal Revenue Code (IRC) Section 2031. For businesses with intricate structures or significant legal and financial implications, a detailed report delivers the robust support needed for rigorous evaluation. Such reports are prepared to meet professional standards set by organizations like the American Institute of Certified Public Accountants (AICPA) and the National Association of Certified Valuators and Analysts (NACVA), ensuring their credibility and defensibility.

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Determine the best valuation approach.

Business valuation reports serve a variety of needs, which is why we offer two distinct types: Certified and Non-Certified. Each report type is tailored to meet different objectives, and below is an overview of their key features, differences, and when each might be the best fit for your situation.

Non-Certified Reports (often referred to as Broker Opinion of Value or Informational Reports) are a more streamlined and cost-effective option. Typically ranging from 30-40 pages, these reports provide essential insights into market pricing, exit strategy support, or internal business planning.

While they don't include the formal certification of a detailed valuation, they still offer a thorough analysis from our experienced financial analysts. Non-Certified reports are ideal for business owners who don't require the rigor of a certified valuation and are comfortable with a more concise evaluation process and documentation. This type of report is especially useful for those seeking a quicker, less expensive option to inform decision-making without the need for extensive reporting.

God Bless Retirement's certified valuation reports for clients.

Certified Valuation Reports are comprehensive, in-depth evaluations conducted by a certified business appraiser. These reports, typically ranging from 65 to 100 pages, offer a detailed analysis of the company’s history, industry conditions, economic environment, and financial performance, culminating in a thoroughly justified conclusion of value. Certified reports are ideal when the valuation is subject to significant scrutiny, such as in legal disputes, complex business transactions, or when a high level of transparency and detail is required. They provide the highest level of documentation and support, making them well-suited for situations where precise and defensible valuations are critical for stakeholders, courts, or regulatory authorities.

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All information submitted to God Bless Retirement is private and secure.

All information between God Bless Retirement and client prospects and contracted clients is confidential. As a new client, you can safely upload all required documents and data through our private data room. This approach ensures that sensitive information is protected and will contribute to your valuation packet.

For added security, we do not accept sensitive documents via unsecured email. You will receive an email notification when your updated valuation report is available for download or a follow-up meeting.

Our Services Include

Representing Your Business or Buyership

We engage private network communities of buyers and sellers that have been nurtured over a decade from work in private equity and brokering. We also protect CONFIDENTIALITY for all stakeholders.

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Certified Valuations

Our thorough valuations include research and assessment from personnel who are certified by the National Association of Certified Value Analysts.

Getting Deals Done

Working with a broker communicates to the market that you are serious about buying or selling a business. Our team's resources, relationships, and capabilities further propel this commitment.

Sourcing Buyers & Sellers

After years of marketplace matchmaking, we can access private-listed channels with qualified buyers and sellers. We leverage relationships and optimize outreach on behalf of our clients.

Transferrable Valuations

Our NACVA-certified valuations and appraisals are accepted by buyers, sellers, banks, courts, and the IRS. We do not use ballpark estimates that could cost you thousands or millions.

Confidentiality Protection

Confidentiality enables businesses to maintain their value without operational disruption or internal discord. Our processes factor this priority in each stage.