Medallion Consultants

Business Appraisal & Valuation Services

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Is a Business Appraisal & Valuation Right for You?

Valuations are most useful to…

Any business that has an annual gross revenue of $150,000 or more.
New companies that have solid revenue projections.

Why consider a Business Valuation?

To identify key value drivers, major strengths, and weak areas of a business during the selling process.
To determine a reasonable selling price – values determined by "rules of thumb" may be too high or too low.
Provide security for loved ones. If something happened to you, would your family or associates know what they need to about the economic value of the business?

In today's market, many business owners leave substantial money on the table when they sell their companies; most often because they do not truly have a grasp of their companies value.

You need a clear financial picture of your business for your peace of mind, for planning, or for times of change. Whether you are buying or selling a business, securing capital, or planning your estate, a business valuation will give you a detailed report of how a business is doing.

Selling a Business?

Before putting your business on the market, isn't it worth finding out what it's really worth so you can get the best price?

Buying a Business?

Before you invest heavily in a new business, isn't it worth protecting your investment by finding out what it's really worth?

Don't let the cost of obtaining a business appraisal lead you to be "penny wise" and "pound foolish".

Business Appraisal

When you need a business appraisal, and you need it to be accurate, fast, and inexpensive, look to Medallion Consultants, Inc. No matter the need – business sale or purchase, buy-sell agreements, Small Business Administration (SBA) financing, mergers & acquisitions, "S" Corporation election, stock option granting, divorce settlement, or IRS dispute--we provide companies with a smooth, professionally handled valuation that holds up under legal scrutiny.

A Nationwide Reach Means a Better Result for You

As your national source for business valuations, Medallion Consultants does a volume of business that allows us to offer our clients more. More reasonable rates, more options for the depth of the valuation, and more accurate appraisals. Don't settle for a CPA or an appraiser without the broad experience necessary to give you the most accurate business valuation – Medallion Consultants' experts deliver the best results.

We offer a wide range of valuation services based on our clients' needs. For instance, we offer a Limited Scope Valuation, which works well when a client needs to know the current market value of a business, but doesn't need all the supporting documentation. This valuation uses nine to ten valuation methodologies, as opposed to 11 to 12 for a Full Scope Valuation, as well as a nationwide comparison of businesses sold in the same industry.

Serving your needs thoroughly and accurately without overcharging you and decreasing your company's bottom line is why Medallion Consultants has been so successful for so long. We know how important an accurate valuation is to a business – let us give you the best valuation available.

Company Valuation

Not only is it helpful to know the value of your company at any given time, but in certain circumstances – such as a sale, a purchase, a divorce, bank financing, a merger, estate planning, or a partnership dispute – it becomes necessary.

Focused Solely on Business Valuations

You may find CPAs or small regional firms willing to do a company valuation, but when it comes to putting an accurate price tag on your company, you should demand more. Considering that our people have been flying across the country each month, working on businesses of all kinds, you can have confidence that we have the experience to give you the most accurate and dependable valuation of your business.

As part of our nationwide status, we do a large volume of business. This lets us keep our prices reasonable for clients of all sizes. We enjoy working with companies large and small. Every business, no matter how small, has a solid market value, and our job is to find it. Our experts are the best in the business and valuation is what they do best.

Medallion Consultants are experts in All Types of Businesses from $250K to $50MM in Annual Revenue —

Retail Stores
Construction
Restaurants / Bars
Manufacturing
Hotel / Motels / Resorts
Medical / Dental
Contractors
Grocery / Convenience Stores
Farms & Ranches
Auto Dealerships
Printing
Insurance
Auto Repair / Auto Parts Supplier
Property Management
Employee Leasing Companies / PEOs
Oil & Gas Service Companies
Trucking / Transportation
Warehousing
Mortgage Companies
and, many more…

Medallion Consultants specializes in providing business valuation & appraisal services to all business types & sizes for the following purposes —

Business sale or purchase
Buy/Sell Agreements
Small Business Administration (SBA) Financing
Business Expansion Financing
Employee Stock Ownership Plans (ESOP's)
Merger/Acquisition Assistance
"S" - Corporation Election
Management Planning
Stock Option Granting
Charitable Contributions of Life Insurance Policies
IRS dispute
Divorce settlement
Estate Planning
Retirement Exit Strategy

Business Value

If you're looking to buy a business or sell one, establish succession plans, work out estate planning, or charitable contributions, you may find that you need to have a business valuation performed. A professional valuation gives you a complete financial picture of a company, from top to bottom, using valuation methodologies and a comparison of businesses sold in the same industry.

With Medallion Consultants, our national presence keeps us busy and allows us to offer a variety of valuation services. If you simply need to know the current market value of your business, or one you're perhaps planning to buy a certain company, you can take advantage of our Limited Scope Valuation. This is used in the above instances and when a client does not require a high level of supporting documentation. It uses 9 to 11 valuation methodologies and results in a report of 35 to 50 pages.

The first step in finding the value of a business is finding the best valuation analyst. At Medallion Consultants, we believe we have some of the best, most competent people in the industry. Call or email us today to speak with us further about what we can do to help you realize the accurate value of your business.

Valuation Services

For the best value and largest choice in business valuation services, look to the experts at Medallion Consultants. With several years' experience in evaluating businesses from coast-to-coast, our valuation experts can give you a clear picture of your assets quickly and accurately. Our national scope lets us give our clients the best prices you'll find, plus a variety of business valuation services.

Just the Level of Service You Need – Tailored to Your Specific Industry

Whether you're in retail or wholesale, manufacturing, transportation, construction, or professional services, the experts at medallion Consultants know your industry. Our valuations involve anywhere from nine to twelve valuation methodologies, a nationwide comparison of sales of similar businesses, plus industry analysis, and demographic studies in the case of our more complex valuations. We can provide the exact level of service you're looking for at the best value.

For those simply needing the market price of their company but without extensive documentation, we recommend our Limited Scope Valuation. For those involved in an annual review or the seeking of lender financing, for instance, we recommend our Full Scope Valuation, which will give you a 35 to 50 page report.

In the case of pending litigation, IRS audits, and for sellers, buyers, or lenders who are planning for the sale of a business and need complete analysis and supporting documentation, we highly recommend our Certified Valuation. This full analysis results in a 90 to 100 page report.

How to Value a Company

Valuing each aspect of a company, regardless of the industry, is a complex task mixing science, art, and intuition. At Medallion Consultants, our valuation analysts not only bring their decades of experience to the task, but also the many tools of the trade. These tools comprise various valuation methodologies; at a minimum we use nine – at a maximum, twelve.

An Average of Many Factors

The valuation methodologies our valuation experts apply to each company are based on evaluating capitalized earning, excess earning, cash flow, tangible assets, cost to create, value of specific intangible assets, and more. We also employ a nationwide comparison of businesses sold in the same industry. Additionally, in our deeper business valuations, we also look at industry analysis and demographic studies.

Besides expertise, the advantage that Medallion Consultants itself brings to our clients is choice. Because of our nationwide scope, we can offer a full spectrum of valuation services that smaller firms cannot provide. From our Limited Valuation, for those who need to know the value of their company but don't require extensive supporting documentation, to our Certified Valuation, which is required for pending litigation, IRS audits, partnership disputes, and the like, we're prepared to give you a price tag for all your business efforts.

Another advantage of doing business with Medallion Consultants' experts is that we're able to keep our prices low. We have a high volume of work, which allows us to pass our savings on to our valued customers. Check around and you'll see – Medallion Consultants is the best, most dependable & reliable source for you in choosing someone to assist you in valuing your company.

Business Evaluation

In the course of being in business, an occasion may arise requiring that your business be evaluated. This process yields a comprehensive written valuation report. Some businesses need a valuation for buy or sell agreements, while others may need a valuation due to a business merger. When you're looking for the most accurate, timely, and cost-efficient business valuation, look to Medallion Consultants.

An Evaluation that Fits Your Business Perfectly

When you're choosing a company to evaluate your business, you want one with the breadth, depth, and national scope of Medallion Consultants. Our experts have multiple credentials and experience in evaluating businesses from every industry. Being a large organization allows us to offer our clients a full spectrum of valuation products, including our signature Certified Valuation, Full Scope Valuation, Limited Scope Valuation, as well as our Middle Market Valuation, Update Valuation, and even a Rush Valuation, which on average shaves one to two weeks off the schedule.

When you're putting a price tag on every single thing that goes into a business, you want the most qualified and experienced business valuation expert in the country. At Medallion Consultants, we've simply got the best.

Asset Valuation

When it's time to put a price tag on your business assets, trust the country's top experts in valuation, Medallion Consultants. You can count on our expertise.

An Accurate Picture for Every Industry

No matter how niche your industry may be, the experts at Medallion Consultants are able to perform an accurate valuation by using numerous valuation methodologies, industry analysis, demographic studies, and a nationwide comparison of businesses sold in the same industry.

The reasons for obtaining a business valuation are varied, so we realize that a "one-size-fits-all" valuation isn't practical or cost effective for our clients. The size and national scope of Medallion Consultants allow us to offer our clients a whole spectrum of valuation services, from our Limited Valuation to our signature Certified Valuation.

No matter what your business's nature or size, Medallion Consultants will give you the most accurate and timely valuation. Because of the volume of business we do, we also offer the most competitive prices – check around, as we have, and see for yourself. Don't trust the important task of pricing your company to a CPA or anyone who's not a full-time, credential-holding valuation expert.

Small Business Valuation

If you need a business valuation of your small enterprise, make sure you go with a company who specializes in business appraisals. Often, CPAs will offer to do an appraisal, but this is merely one task of many they do. At Medallion Consultants, one of our primary functions is performing valuations on companies of all sizes.

Valuation Services for Small Business Needs

Our nationwide status gives us a wide reach into a variety of industries. In addition, the volume of business valuations we perform lets us keep our prices among the absolute lowest in the industry. Over our many years in business, we've learned that not every company is coming to us for the same reason – some are selling, some are being assessed by a bank, some are planning for succession contingencies – and a single type of valuation will not fit them all.

At Medallion Consultants, we offer valuations by our analysts at varying levels. The highest level is our signature Certified Valuation. Often required for businesses of any size with pending litigation, an IRS audit, partnership disputes, or gift/estate planning, and also for sellers, buyers, or lenders who are planning for the sale of a business, the Certified Valuation is best for companies needing the most thorough analysis and supporting documentation.

Our Business Valuation Experts have the credentials, experience, and tools to quickly evaluate and establish the value of your business, regardless of industry or location.

Look to Medallion Consultants when you need a business appraisal to be accurate, fast, and inexpensive. Our business valuation experts have tackled company valuations in most every industry. No matter the need; business acquisition, divorce settlement, partnership dispute, or IRS audit, we provide companies with a smooth, professionally handled business valuation that holds up under legal scrutiny.

Proposal Request

If you are interested in obtaining a proposal for our valuation services please send us an email with the following information —

Complete name of the Company
A brief description of the Company
Date the Company is to be valued as of (e.g. date of gift, date of death, etc.)
The equity interest to be valued (e.g. 100% of the Company's equity, 25% of the common stock, 50% of the preferred stock, etc.)
The reason for the valuation (e.g. estate planning, potential sale, ESOP formation, etc.)
Complete name, address and telephone number of the individual requesting the proposal
The required date of completion (if any)

We will provide a proposal that will define the scope of our valuation services, discuss the expected timeframe to completion, and provide an estimate of fees to complete the engagement. Your information will be treated with the utmost confidentiality and will not be shared with any third party.