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Valuing Your Business
as an investment

You track your investments’ and home’s value but what about tracking your business’s value?

Your business likely represents much of your net worth

MCM Wealth’s ValueVision

Business Valuation from an Investor’s Perspective

1. We have expertise in valuing public and private investments

2. Our service applies top-end business valuation methods

3. Your business is valued as the investment it truly is

4. Valuation updates prepare your business for sale

Pricing
Why Value Your Business
Valuations Team

How ValueVision Works

1

 Discovery Meeting

We learn about your business, set up a profile, and  you upload your financial information

2

The Valuation

Our process uses similar methods, data, calculations, and measures as formal M&A  valuations

3

Valuation Analysis 

 We meet with you to provide recommendations designed to improve your company’s performance

4

Ongoing Valuations

The initial valuation is the benchmark;  follow-on valuations produce a history

5

Wealth Integration 

We suggest how your business – as an investment – should integrate into your wealth and legacy plans

6

Prepared to Sell

A valuation history reveals a track record of your leadership, decisions, and outcomes

Business Owners:

Considering Selling Your Business But Don’t Have a Plan?

Schedule a Meeting with our Founder

ValueVision Pricing

Option #1: MCM charges a packaged price of $2,500 for ValueVision. 

$1,500 of this fee is for the initial valuation and includes discovery, online data transfer, analysis, strategic/tactical consulting, and a detailed six-month action plan.

Thereafter, MCM charges $500 for two subsequent comprehensive valuation updates beginning six months after the initial valuation and then spaced six months apart. This provides an 18-month valuation history for tracking strategic/tactical progress.

Further valuation updates to expand your business’s performance history will be separately priced but in line with the updates’ cost.

Option #2: One-time $1,500. Separate valuations at your discretion priced at $750.

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Common Features: 

a) QuickBooks or ZeroX bookkeeping software enables easy data uploads.

b) The initial $1,500 ValueVision fee will be credited against future M&A valuations should you decide to sell your business through our M&A specialty partner firms.

Why Value Your Business?

Common reasons for a business valuation fall into three main categories:

  1. Transactions: selling a business, capital raising, litigation, and bankruptcy
  2. Legal and Tax Purposes: buy/sell agreements, divorce settlements, shareholder disputes, and tax reporting
  3. Wealth Planning: retirement/estate planning and stock ownership programs
 
These formal purposes often require an intensive process that involves not just financial evaluations but also: a) strategic and operational reviews, b) management evaluations and background checks, and c) asset appraisals including intellectual property.

Because of this rigor, such evaluations are expensive and time consuming.

MCM’s ValueVision approaches valuations from an investment perspective. The focus is on financial metrics such as revenue growth, margins, assets, and cash flow. This leads to the most common and accepted valuation method: discounted cash flows (DCF).

This financial performance identifies the outcome of decisions, methods, markets, and competition. Consider that this performance is a large measure of what other valuations seek, but it’s much more cost effective and timely to produce.