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VALUATION SERVICES

  • We have a process to do business valuations that is fast, at low cost, with detailed appraisal reports.

  • Our valuations are performed by experts in valuing professional practices and with a long experience.

  • More than 25 years of experience doing valuations

  • We offer the methods that are adequate for each type of business.

  • Contact us if you have questions about the process.

VALUATIONS WE OFFER

1

BASIC VALUATION SMALL PRACTICE

$1,850

For clients looking for a simple process and a business valuation report.

  • Appropriate if you are in the phase of just knowing the price of your business, looking to sale your business or for internal analysis of owners and management.

  • A 20 page valuation report with forecast of cash flows, income statement, balance sheets, EBITDA, cost of capital,  vertical analysis of financial statements, and graphs with the key indicators for the practice.

  • ​Report issued in 5-10 days after information received from client.

CUSTOM VALUATION

CONTACT US  for a quote

For clients that need more sophisticated and detailed valuations:

  • Appropriate if you need a valuation to purchase a business, for IRS purposes, minority or majority valuations, fairness opinions, gift, succession planning, marital asset dissolution, or purchase price allocation.

  • A more detailed valuation report with greater detail and information that the Basic Valuation option.

2

Tell us about your business

Tell us about you

Information about your business

We will review your information and will contact you.

HOW THE PROCESS WORKS

Kid with Digital Tablet

01

We send an email with a brief engagement letter, information request, and directions for  payment 

02

After  we receive the information, we analyze it and set up a Zoom meeting with you to ask questions about the information provided

03

You will receive a pdf valuation report

* Typically we ask for 3 years of financial information.

LUIS F. LOPEZ, Ph.D.

President

(954) 806-4807
luislopez@mergium.com
contact@mergium.com

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Securities transactions conducted through StillPoint Capital, member FINRA/SiPC., Tampa, FL. Certain members of Mergium are Registered Representatives of the broker dealer StillPoint Capital, LLC. Mergium and StillPoint Capital LLC, are not affiliated entities. For more information on registered Representatives or Broker Dealers please visit FINRA Broker Check.

© 2024 Mergium Advisors 

Web design by Nick Lopez

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