Valuations, Acquisitions & Sales

iCFO systems are the ultimate weapon for calculating business value, and opportunities to increase value.

Valuations

A business valuation is the essential starting point for the succession planning process.  It is only after you understand the value of your business and its relationship to the value of your real estate that you can begin to plan for a successful transfer of your business.  Understanding the value of your business is important to the following;


  • Retirement and financial planning
  • Succession planning
  • Estate planning
  • Gift planning
  • Income taxes planning
  • Buy-sell agreements
  • As an aid to the sale planning process
  • To aid in the determination of a tax structure for the bequest or sale of the business

All business valuations are not created equal.  A business valuation, when viewed from the perspective of a succession plan for example must be responsive to its purposes or it will be misleading and possibly damaging.  iCFO brings decades of valuation experience and an understanding of estate and income tax concepts that make our business valuations more useful to you.

Acquisitions

iCFO makes the acquisition process simple and understandable, reduces your risk, controls your taxes, and maximizes your return on investment.  We have the experience that you need to make your purchase successful and profitable.

We have built an interactive program to help you minimize your risk, control your income taxes and maximize your return on investment.  You will understand your continuing cash flow, income taxes, return on investment, debt coverage ratios and more.  We have systems that allow us to look at the impact of alternatives interactively in real time with you.  You will quickly see the real-world impact of post-purchase pricing changes, merchandising changes, arranger training or any other objectives that you see as part of your post-purchase business plan.  Our systems make the acquisition process clean, simple, understandable and very profitable.


  • Assess the viability of a purchase
  • Determine the appropriate tax structure of the purchase
  • Determine the appropriate ownership structure
  • Prepare a valuation analysis based on the tax structure and financing alternatives
  • Build a multi-year historical and continuing cash flow analysis of the target
  • Calculate the pre and post-tax return on investment and debt coverage ratios
  • Negotiate the terms of purchase
  • Prepare a loan application and obtain financing
  • Negotiate the structure of the purchase
  • Assist with the due diligence process
  • Assist with the closing process

Sales

iCFO also incorporates our advanced software and management systems into the sale of a business. We uncover every opportunity, build a plan & timeline, help you increase the value of your business prior to the sale and drastically increase your return. We often double the sale price for our clients with only two or three years of our systems in place prior to the sale.


  • An in depth Analysis of your business
  • A valuation of your business
  • An assessment of your opportunity to increase the business' value with operational changes
  • An income tax analysis and a tax strategy for a sale
  • Build a plan that accomplishes your sale objectives
  • Identify prospective buyers
  • Prepare a succession focused prospectus
  • Execute non-disclosure agreements with prospective buyers
  • Negotiate cash flow, tax implications and purchase price
  • Negotiate letters of intent
  • Assist with buyer due diligence
  • Simplify the closing processre