Vercor

Why You Should Understand the Basic Concepts of Business Valuation

The everyday concepts of the business world are sales, management, marketing, accounting, inventory, purchasing, cash flow, borrowing, customers, vendors, insurance, etc. These concepts are what business owners, managers and professional advisors deal with on a daily basis. A much more evasive concept is business valuation. Business valuation is the process of determining what a business is worth. It is the estimation of what a buyer would pay for a particular business.

Knowledge of business valuation is not necessary to successfully start or manage a business, or to be a competent attorney, accountant, stockbroker or insurance agent. But those having a basic understanding of value and business valuation will have a tremendous advantage.

For the Business Owner. If you own a business, your business is likely your largest investment. The quality of your retirement probably hinges on the proceeds that can be obtained from an eventual sale. To ensure your money, time and hard work are yielding returns, an owner of a business should periodically check its value. To plan effectively, he or she should understand value and be able to constantly monitor it. Too many business owners accept myth and misconceptions about business valuation. They obtain rules of thumb from magazine articles, friends or advisors who mean well but have no real knowledge of the confusing arena of business valuation. The result is disappointment and often, disaster.

For the Future Business Owner. You look for opportunity, but how will you assess it when it comes? Your skills at evaluating opportunity, and the action you take (or non-action) will have a more significant financial impact on you and your loved ones than all the other skills and abilities you possess including: education, experience, character, work ethic, vision, etc.

For the Professional Advisor. The success of any advisor depends on the knowledge and benefits he or she brings to the client. This holds true for all disciplines, but especially if you are an advisor to business owners such as an attorney, accountant or financial advisor. The goal of the business owner is to build wealth. A basic understanding of business valuation will provide a framework from which the advisor can put himself or herself into the shoes of the client and help him or her make decisions that build value – the ultimate service to any business owner.

For the Employee Striving for Advancement. Ask any business owner what he most wants from his employees. He or she will say, “I want them to think like me”. Whether you are an entry level employee, middle manager or top executive, knowledge of business valuation will set you apart from the pack and position you for advancement.

For the Person Who Desires Wealth. Look at any person that has amassed significant wealth in a free society, and he or she will have been great investors. The only way for anyone to build real wealth is through investment. Wise investment, of course. A basic understanding of business valuation will provide the tools for successful investing whether in a private business, public company or non-operating asset.


This article was written by David L. Perkins, Jr. He is a VERCOR partner, M&A Consultant, business appraiser and editor and publisher of the national newsletter titled The Business Owner.

Copyright © 2003 by David L. Perkins Jr.
All rights reserved