The Vant Valuation Process is Proven Based on Years of Successful Practice. 

Initial Meeting or Call – TVG & Business Owner

An introductory meeting will be held between TVG valuation team and business owner. The goal of this meeting is to help the business owner understand how TVG perform a business valuation, and also help TVG understand the main purpose of this valuation.

Fill in TVG Preliminary Questionnaire – Business Owner

The business owner will be required to fill in a three-page preliminary questionnaire before TVG starts the valuation process. The business questionnaire includes the most basic and important information about the business which TVG will need for the valuation.

Gather Financial Information – Business Owner

  • The most recent three years full Tax Returns
  • The most recent interim P&L and Balance Sheet
A list of FF&E with fair market value

The above documents have to be provided by the business owner in order for TVG to conduct its financial analysis

Conduct an Initial Financial Analysis – TVG

TVG will spread financials and conduct an initial financial analysis with internal financial model and/or valuation software.

Send a list of valuation related questions – TVG

After the initial analysis, TVG will send a list of questions to the business owner. These questions can be very detailed and specific which need to be answered before continuing the valuation process.

Answer the list questions with supporting documents – Business Owner

All the answers need to be provided with supporting documents so that TVG can verify the information. This process will require business owner’s cooperation in a timely manner.

Verify all the add backs information from business owner – TVG

In order to make the valuation result as accurate as possible, all the add backs numbers (non-business related) from the business owner will be cross referenced to the Tax Returns not internal financial reports.

Complete Valuation Report – TVG

TVG will complete a valuation report within 5 - 10 business days upon the receipt of confirmed information with supporting documents.

When Is a business valuation needed?
How long is the valuation process?
Clients who count on us
Items needed to perform an analysis
What items increase value?
What items decrease value?