How it Works

It’s as easy as 1 – 2 – 3!

1. Gather information from your client:

  • 3-5 years of year-end financial statements (income statement and balance sheet)
  • Obtain answers to Valuation Questions from Client (Download PDF >>)

2. Follow the user friendly prompts to enter the data received from your client.

3. Get BTA+Valuation report to obtain biz value and prepare for your client meeting

 

The BTA+Valuation offers:

  Reliable Value Conclusion
Determines business value based on the specific company’s quantitative and qualitative factors.

  Make Financial Statements Understandable
Compares historical business performance in a format that helps owners understand the story behind their numbers—leading to better management.

  Graphically Displays the Company’s Trends
Comparative data presented in pictures can be compelling and instructive. Makes complex topics easier to understand.

  7 Key Ratios Every Business Owner Should Focus On
Known as the “DuPont Ratios” these are the key ratios that reflect the overall health of the company’s ROE (return on equity).

  Benchmarking Performance to Industry Peers
Compares the company’s financial performance to industry peers.

Access to > 1300 IBIS World Industry Reports
Summary of where the company’s industry has been, where it is going and includes call preparation questions for meeting with business owner.

 
 

 

Still have questions? Please contact us.

 

 


Information entered into the BTA+V software for analysis is encrypted and secure to the best of current technology.

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