tools

Sunbelt business advisors has the tools you need to value, sell or buy, and help you get financing for your business venture.

Valuation services

Whether you are planning to sell your business now, or sometime in the future, it is important to know the value of your business in today’s market. Sunbelt Business Advisors offers reliable and knowledgeable business valuation services. Understanding the fair value of your company and how to maximize your price when you sell your company is critical. After we’ve collected all necessary financial information related to your company, our advisors will provide you with an estimate of its market value.

Sunbelt provides business valuation service free of charge – no cost or obligation

Fill out this form now and a Sunbelt Business Advisor will get in touch with you.

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    Strategic planning services

    Personal, business and financial goal analysis

    A Sunbelt Business Advisor can help you analyze your personal, business and financial goals. What are your goals after you sell your business? Can you afford to sell? How can you leverage the proceeds of a sale into other investments? Having a well-planned and detailed strategic plan makes a difference when selling a business. You probably have trusted advisors that you count on for accounting, legal, and other advice. Your Sunbelt Advisor will compliment your team and be a valuable addition to your long-range personal planning.

    Business situation analysis

    You Sunbelt Advisor will determine how to create a winning situation for you by evaluating possible Value, Deal Structure and Tax Consequences.

    • Valuation
      With hundreds of offices worldwide, Sunbelt works only with top certified business valuation experts that have exclusive access to market intelligence on business sales. Because of our deal volume, we give you access to a high-level valuation product at favorable pricing. This process helps you understand the most probable sales price for a company like yours.
    • Deal structure: price vs. Terms
      Private Equity Groups, Strategic Buyers, High Net Worth Individuals – they all have unique requirements for how deals need to be structured. We will illustrate the different structures these companies use, how it will affect your transaction and how you can leverage terms to attract more buyers and increase your final sale price.
    • Tax consequences
      It is not just about stock sale vs. asset sale. LLC’s, S-Corps, C-Corps and other entity types are all taxed differently and this will have a major impact on your deal. Our team will help you create tax consequence reports to make sure you understand how much of your proceeds will be taxable. Just as importantly, we will work with you and your tax attorney or accountant for creative solutions and strategies.

    Once we understand how your current Value, Deal Structure and Net After Taxes compares to your goals, we will have defined the bridge we need to help you cross.

    To learn more about our services or to engage us as your advisor, contact us today.