Sample Business Valuation Projects
Start-up Valuation for Investor Pitch
Client: Early-stage AI SaaS start-up
Purpose: Pre-seed investment round
Services Provided:
- Valuation using Discounted Cash Flow (DCF) and Venture Capital Method
- Competitive landscape and market growth analysis
- Cap table modeling and founder equity projections
Deliverables: - 15-page valuation report
- 3-year financial forecast spreadsheet
Investor pitch valuation slide
Outcome: Client successfully raised $750,000 from angel investors.
Valuation for Partnership Buy-in
Client: Medical practice (3 doctors)
Purpose: Bringing in a new partner
Services Provided:
- Asset-based and income approach valuation
- Adjusted EBITDA calculation
- Goodwill and intangible asset estimation
Deliverables: - Formal valuation report for legal use
Valuation summary for negotiation
Outcome: New partner bought in at a fair price with agreement on valuation basis.
Business Valuation for Divorce Settlement
Client: Retail franchise (spouse-owned)
Purpose: Marital asset division
Services Provided:
- Historical financial review and normalization
- Business valuation using market multiples (comps)
- Litigation support and expert witness statement
Deliverables: - Court-ready valuation report
Testimony preparation documents
Outcome: Accepted in mediation and settlement reached without trial.
SBA Loan Support Valuation
Client: Small manufacturing company
Purpose: Support SBA 7(a) loan application for business acquisition
Services Provided:
- Income and asset-based valuation models
- Collateral and risk analysis
- Loan justification statement
Deliverables: - SBA-compliant valuation report
Loan package financial appendices
Outcome: Client secured $1.2M in funding with 90% SBA guarantee.
Exit Planning Valuation
Client: IT Managed Services Provider (MSP)
Purpose: Preparing for 3–5 year exit strategy
Services Provided:
- DCF valuation with multiple growth scenarios
- Industry benchmark analysis
- Value gap analysis & recommendations for growth
Deliverables: - Exit valuation report
Strategic improvement roadmap
Outcome: Business owner implemented plan and increased valuation by 40% in 2 years.
Franchise Location Valuation for Sale
Client: Fast-casual food franchise owner
Purpose: Selling individual location
Services Provided:
- Franchise disclosure document (FDD) review
- Market comps and cash flow valuation
- Inventory and FF&E (furniture, fixtures & equipment) appraisals
Deliverables: - Summary valuation report for buyers
Broker-ready business profile
Outcome: Location sold in under 90 days at full asking price.
Business Valuation Services
- Valuations/Appraisals of Business Interests and Securities for Minority and Control Interest
- ESOP Valuations for Trustees
- Mergers & Acquisitions Valuations
- Valuations for Estate & Gift Tax Purposes
- Valuations for Litigation Purposes
- 409a Valuations for Issuing Stock Options
- Fairness Opinions
- Valuations for Stock Incentive Programs (Restricted Stock, Stock Appreciation Rights)
Apex's Range of Services
Apex can provide turnaround time of no more than 3-weeks depending on the level of detail requested. Our range of services include:
- Small Business Valuations
- Basic Valuations
- Premium, Detailed Valuations
- Onsite Premium, Detailed Valuations