Business Valuation & Appraisal Services
- 20 years business valuation experience
- Certified from an accredited appraiser (NACVA)
- More than 1,000 clients served
- One week turnaround time
Small Business Valuation
(Less than $200k in sales)
- $1,495
- Certified
- Accredited Appraiser
- Fair Market Value Calculation
- Explanation of Valuation Conclusion
- Earning Capacity Analysis
- Financial, Market and Economic Analysis
- 10-12 Page Report
- One Valuation Method
Basic Valuation
- $2,995
- 15-20 Page Report
- Up to 2 Valuation Methods
Premium, Detailed Valuation
- $4,995
- 20-35 Page Report
- Up to 4 Valuation Methods
- Detailed Financial Projections
- Detailed Cash Flow Analysis
- Leverage Buyout (LBO) Analysis
- Weighted Average Cost of Capital (WACC) Calculation
- Competitive Analysis
- Industry Analysis
Fairness Opinion
- $14,995
- 20-35 Page Report
- Up to 4 Valuation Methods
- Detailed Financial Projections
- Detailed Cash Flow Analysis
- Leverage Buyout (LBO) Analysis
- Weighted Average Cost of Capital (WACC) Calculation
- Competitive Analysis
- Industry Analysis
Our Expertise
Our Expertise
- Valuations/Appraisals of Business Interest and Securities (control and Minority Interest)
- 409a Valuations for Issuing Stock Options
- Independent ESOP Valuations for ESOP Trustees
- Valuations for Mergers & Acquisitions
- Valuations for Stock Incentive Programs (Restricted Stock, Stock Appreciation Rights)
- Valuations for Life Insurance Funding
- Valuations for Estate and gift Tax Purposes
- Valuations for Litigation Purposes
- Fairness Opinions
Jon has over 20 years of merger and acquisition, strategic advisory, and business valuation experience and has successfully advised clients across a broad range of industries, including consumer and industrial products, business services, healthcare and lifesciences, and technology and media. He has closed over $2 billion in aggregate transaction value in his career. Prior to founding Stanton Park Capital, Mr. Taylor served as a Vice President at Moss Adams Capital (MAC), a West-Coast based investment banking firm. Before joining, MAC he was a Vice President with Capstone Partners.
Mr. Taylor earned his B.S. in Economics with concentrations in Finance and Real Estate from the Wharton School at the University of Pennsylvania. While at UPenn, Jon was a midfielder for the school’s nationally ranked Men’s Lacrosse team. Later he earned an MBA from Georgetown University’s McDonough School of Business. He is a National Association of Certified Valuators and Analyst (NACVA) Certified Valuation Analyst (CVA). Jon holds Series 79 (Investment Banking Representative) and Series 63 (Uniform State Securities Law) Securities Licenses.
Jon is the Author of the best-selling book, Maximize Your Multiple: The Business Owner’s Guide to the Institutional Money Deal (https://www.amazon.com/dp/1513649655).
Valuation Process
1. Understand the purpose of the valuation
Valuation can be used for various purposes, such as financial reporting, tax planning, M&A, or litigation. The valuation approach and methodology can differ based on the intended purpose
2. Gather relevant data and information
The valuation process requires collecting data on the asset or company being valued, as well as data on the market and industry. The data should be reliable, up-to-date, and relevant to the valuation purpose.
3. Choose the appropriate valuation method
There are different methods for valuation, such as discounted cash flow, comparable company analysis and precedent transactions analysis. The method chosen should align with the nature of the asset or company being valued.
4. Assess risk factors
Valuation should consider the risk factors associated with the asset or company, such as market risk, liquidity risk, and operational risk. These risk factors can impact the valuation outcome.
5. Review and analyze the valuation results
After conducting the valuation, it's important to review and analyze the results, identify any anomalies or inconsistencies, and ensure the conclusions are reasonable and supported by the data.
6. Document the valuation process
Valuation requires a systematic and well-documented process, including assumptions made, data used, and the rationale behind the chosen methodology. Documentation can help support the valuation conclusions and withstand scrutiny.
Client Experience
Stanton Park's partners have worked with more than 1,000 clients, representing in excess of $10 billion in aggregate value. Our deep experience spans a broad range of industries, including technology, business services, manufacturing, consumer, and distribution.
Financial Advisory Services
Sale to Kinderhook Industries
Financial Advisory Services
Sale to Excelsior Capital Partners
Financial Advisory Services
Financial Advisory Services
Sale to Dicom a portfolio company of Windpoint Partners
Sale to Branford Castle
Sale to BEST Powder Coating a portfolio company of Sowell & Co.
Sale to Lund International
Sale to Deckers Outdoor
Sale to Dubin Clark
Sale to Big Country Truck Accessories
Sale to Gemini Investors
Testimonials
"I couldn't ask for a better financial advisor than Stanton Park. They have terrific interpersonal skills and I felt fully helped supported. Stanton Park was always available to me consistently helpful and a trooper during a long process from offer to close. I highly recommend him without qualification"
Mary
Beacon InHome
"Stanton Park did a fantastic job for Extra Express"
Kirk
Extra Express
"We couldn't have harvested the value in our business without Stanton Park's help."
Jeff
Teknicote / Medicote
"Stanton Park guided me every step of the way through the sale process and made sure we got the best outcome possible."
lliott
AOTCO Inc.
"We have used Stanton Park's services a few times over the last 3 years and we have been extremely satisfied with their performance."
Justin
Livewell Assisted Living Inc.
"We engaged Stanton Park Capital on a project and our experience was very good he provided excellent professional service in record time. We will definitely use them again and will recommend them without any hesitation to other potential customers."
Dilip
Pacific Contols Inc.
"Great. Quick work. Good work. No issues. "
Dave
Destination Analysts