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SBA Business Valuations

Let’s Talk About Your Business Valuation Needs

We specialize in providing business valuations for SBA 7(a). We are certified and recognized nationally as a leading valuation firm for SBA loans. Our turnaround time for SBA lenders is half that of our three major competitors, with typically lower rates due to the efficiencies developed through our extensive experience.

Our valuations adhere to SBA Standard Operating Procedure 50 1- 5(k), which states:

“If the amount being financed (including any 7(a), 504, seller, or other financing) minus the appraised value of real estate and/or equipment is greater than $250,000 or if there is a close relationship between the buyer and seller (for example, transactions between family members or business partners), the lender must obtain an independent business appraisal from a qualified source.”

Peak Business Valuation follows the SBA Standard Operating Procedures 50 1-5(k), which states:

 

“If the amount being financed (including any 7(a), 504, seller, or other financings) minus the appraised value of the real estate and/or equipment is greater than $250,000 or if there is a close relationship between the buyer and seller (for example, transactions between family members or business partners), the lender must obtain an independent business appraisal from a qualified source.” Here at Peak Business Valuation, we have a team of qualified professionals. All our business valuation reports are prepared and signed by a certified and accredited valuation professional.

  • Common Documents Requested for an SBA Business Valuation
  •  Three to Four Years of Business Tax Returns
  • Interim Balance Sheets and Income Statements for the Business
  • The interim financials should be on the same accounting basis as the tax returns or company prepared financials
  • Forecasted Financial Statements (two years if applicable)
  • Purchase Agreements (Including Real Estate Purchase Agreements)
  • Credit Memo
  • Commitment Letter
  • AR Aging Schedule
  • If available, the schedule should be the same date as the interim financials
  • Franchise Agreements
  • Commercial Lease Agreements

 

Machinery & Equipment Appraisals

 

Peak also provides machinery & equipment appraisals. A machinery and/or equipment appraisal is an independent and unbiased opinion of the value of tangible assets as of a specific date. Peak guarantees the highest quality appraisals on all our engagements. The report is prepared by a member of the Certified Appraisers Guild of America (CAGA). All machinery & equipment appraisal reports at Peak are USPAP and SBA compliant. Compliance with these standards helps ensure proven appraisal methods are used to develop a defendable opinion of value. Peak offers the following reports: – Desktop Summary Report: This report provides a summary of the equipment appraised through research, pictures, descriptions, and phone interviews. A site visit is not made. A lender may order a desktop summary report when a visual identification by the appraiser is not needed. A desktop report for some circumstances may be more time and cost-effective. This report is compliant with USPAP reporting standards. – Summary Appraisal Report: This appraisal includes a site visit when the lender requests. The certified machinery and equipment appraiser visits the site where the machinery and equipment is located. They then complete a physical inspection and provide a summary of the assets valued. The report includes classification of the fixed assets, i.e. year, make, model, serial number. The appraiser also verifies the maintenance schedule, location, working condition, and use of the assets. This report is compliant with USPAP reporting standards. Our firm provides qualified SBA machinery and equipment appraisals for various purposes and industries. The team at Peak has the knowledge and expertise to provide your SBA equipment appraisals with speed, accuracy, and integrity.

 

Information Requested for an M&E Appraisal

 

Information for each Asset (most of this can be found on a Depreciation Schedule):

  • Description/Manufacturer Details
  • Model and/or Type
  • Quantity
  • Serial Number
  • Size and additional information regarding the look of the equipment
  • Year Purchase and Placed into Service
  • Area and Location
  • Gross Value and the Accumulated Depreciation Value
  • Pictures
  • We can perform a site inspection if needed
  • Get Started Today

Peak Business Valuation is here to help ensure the success of your SBA loan program. We seek to minimize your risk by providing an independent/unbiased conclusion on business/collateral value. At Peak, personal values are key to everything we do. We believe that such values are at the heart of all the businesses we work with. So, we seek to model these ourselves. This helps us build meaningful relationships, attract great minds, and conduct our business with integrity. For new bank lenders, we are offering 50.0% off your first business valuation with Peak. Over 35 regional and national SBA lenders work Peak Business Valuation on a weekly or monthly basis. Give us a call and experience why they choose to work with us.

Schedule Your Free Consultation today! 

Peak Business Valuation follows the SBA Standard Operating Procedures 50 1-5(k), which states:

 

“If the amount being financed (including any 7(a), 504, seller, or other financings) minus the appraised value of the real estate and/or equipment is greater than $250,000 or if there is a close relationship between the buyer and seller (for example, transactions between family members or business partners), the lender must obtain an independent business appraisal from a qualified source.”
Here at Peak Business Valuation, we have a team of qualified professionals. All our business valuation reports are prepared and signed by a certified and accredited valuation professional.

  • Common Documents Requested for an SBA Business Valuation
  •  Three to Four Years of Business Tax Returns
  • Interim Balance Sheets and Income Statements for the Business
  • The interim financials should be on the same accounting basis as the tax returns or company prepared financials
  • Forecasted Financial Statements (two years if applicable)
  • Purchase Agreements (Including Real Estate Purchase Agreements)
  • Credit Memo
  • Commitment Letter
  • AR Aging Schedule
  • If available, the schedule should be the same date as the interim financials
  • Franchise Agreements
  • Commercial Lease Agreements

 

Machinery & Equipment Appraisals

 

Peak also provides machinery & equipment appraisals. A machinery and/or equipment appraisal is an independent and unbiased opinion of the value of tangible assets as of a specific date.

Peak guarantees the highest quality appraisals on all our engagements. The report is prepared by a member of the Certified Appraisers Guild of America (CAGA). All machinery & equipment appraisal reports at Peak are USPAP and SBA compliant. Compliance with these standards helps ensure proven appraisal methods are used to develop a defendable opinion of value.
Peak offers the following reports:

– Desktop Summary Report: This report provides a summary of the equipment appraised through research, pictures, descriptions, and phone interviews. A site visit is not made. A lender may order a desktop summary report when a visual identification by the appraiser is not needed. A desktop report for some circumstances may be more time and cost-effective. This report is compliant with USPAP reporting standards.

– Summary Appraisal Report: This appraisal includes a site visit when the lender requests. The certified machinery and equipment appraiser visits the site where the machinery and equipment is located. They then complete a physical inspection and provide a summary of the assets valued. The report includes classification of the fixed assets, i.e. year, make, model, serial number. The appraiser also verifies the maintenance schedule, location, working condition, and use of the assets. This report is compliant with USPAP reporting standards.

Our firm provides qualified SBA machinery and equipment appraisals for various purposes and industries. The team at Peak has the knowledge and expertise to provide your SBA equipment appraisals with speed, accuracy, and integrity.

 

Information Requested for an M&E Appraisal

 

Information for each Asset (most of this can be found on a Depreciation Schedule):

  • Description/Manufacturer Details
  • Model and/or Type
  • Quantity
  • Serial Number
  • Size and additional information regarding the look of the equipment
  • Year Purchase and Placed into Service
  • Area and Location
  • Gross Value and the Accumulated Depreciation Value
  • Pictures
  • We can perform a site inspection if needed
  • Get Started Today

Peak Business Valuation is here to help ensure the success of your SBA loan program. We seek to minimize your risk by providing an independent/unbiased conclusion on business/collateral value.

At Peak, personal values are key to everything we do. We believe that such values are at the heart of all the businesses we work with. So, we seek to model these ourselves. This helps us build meaningful relationships, attract great minds, and conduct our business with integrity.

For new bank lenders, we are offering 50.0% off your first business valuation with Peak. Over 35 regional and national SBA lenders work Peak Business Valuation on a weekly or monthly basis. Give us a call and experience why they choose to work with us.

Schedule Your Free Consultation today! 

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