The ClarityBV BenchCalc is a fast and affordable way to estimate the value of a business. Small business owners and their professional advisors use the BenchCalc to plan, assess performance, and build value.

The BenchCalc includes an executive summary and analysis of the following key valuation items:

• Company Performance and Outlook
• Economic Conditions and Outlook
• Industry Benchmark Comparative Analysis
• Merger and Acquisition Transaction Data Analysis
• Discounted Cash Flow Analysis

BenchCalc Details

The objective of the ClarityBV BenchCalc is to provide an approximate indication of value for planning purposes. A BenchCalc engagement does not include all of the procedures required in a valuation engagement.

If you need business valuation services for tax compliance, litigation support, financial reporting, or another matter requiring a qualified appraisal, please contact us to discuss your case in strict confidence.

Industry Benchmarking

Benchmarking includes a comparison of your past performance and financial ratios with industry data compiled by the Risk Management Association.

Merger and Acquisition Data

The merger and acquisition analysis includes a search for comparable industry transactions in three databases: BIZCOMPS, Mergerstat/BVR, and Pratt’s Stats. This method calculates value based on pricing multiples derived from the results of the search. It also includes any relevant information about pricing rules of thumb from the Business Reference Guide Online.

Discounted Cash Flow Analysis

The discounted cash flow method calculates value based on the expected earnings of a business and the appropriate rate of return and risk associated with those earnings. Expected earnings are developed from data you provide. We develop rates of return from various sources, including yields on U.S. treasury securities, the Duff & Phelps Risk Premium Report, the Butler Pinkerton Calculator, the Pepperdine Private Capital Markets Survey, and more.

Specialist Consultation

The consultation includes a teleconference or meeting at our office with a valuation specialist to discuss the BenchCalc results and your business objectives. We encourage you to bring your accountant, attorney, or other trusted advisors to participate in this discussion.

Discounts on Future Services

Discounts may include reductions in the cost of updates to your BenchCalc analysis, particularly for annual updates. Discounts may also include reductions in the cost of an upgrade to a formal appraisal analysis. Special offers and discount details may be provided via email or discussed at your specialist consultation.

Final Report

You will receive a draft report in conjunction with your specialist consultation. Your final BenchCalc report will be delivered electronically in PDF format. You will also receive a bound hard copy via mail after the project is complete.