Business Value & Risk Assessment

If you compared your business to an automobile, what would it be? Is it engineered to win races or to get you from point A to point B? Would you say it’s like a late model sports car operating at peak performance, or is it an older model sedan in need of a tune up or a carburetor tear down and rebuild? Worse yet, perhaps your business is like a vintage antique desperately lacking in the latest technology and modern design and safety features.

In terms of business risk, the closer your business is to that vintage vehicle, your business is at risk of not only being out of compliance legally or tax wise but generally at risk of continuing as a going concern; competition and your increasing inability to meet the needs and demands of the market will likely cause declines in business.

On the other hand, a business that is “running on all cylinders” with finely tuned and coordinated systems, is one that is poised for growth and returning maximum value to its owner. That’s when finance and accounting are accurately tracking and reporting, operations are efficiently processing the daily workflow of business, marketing is consistently attracting new customers and the sales department is effectively “closing the deals;” and a seasoned management team is pulling it all together.  

A Business Value and Risk Assessment, performed and reported on by our diverse internal and external team of qualified and experienced professionals will be a deep dive into the drivers and detractors of value in your business as well as uncover its vulnerabilities and areas of risk. We look at everything from compliance with local, state and federal taxing authorities to how efficiently your management team is driving the value of your business to new heights year after year. 

Our completed assessment will be delivered in an in-person presentation along with a written report containing a conclusion of value range, drivers and detractors of value and multi-point risk analysis and recommendations. 

A Business Value and Risk Assessment includes due diligence in the following areas:

• Business valuation

• Value drivers and detractors analysis

• Management risk analysis

• Market risk analysis

• Financial and tax risk analysis

• Legal and insurance risk analysis

• Technology risk analysis