The most critical step in planning an Exit Strategy from your company is determining your company’s market value and how that value relates to your plans for exiting. The financial advisors at California Equity Group are specialists in ascertaining the value of your business using traditional appraisal methods coupled with our extensive database of past transactions and other industry data. The appraisal process followed by CEG advisors is a well-developed algorithm which provides the ownership of a company with the critical path to the decision of whether or not their company is positioned to sell for its maximum value. Learn more about the Strategic Valuation Algorithm™

Comprehensive Company Analysis

With the assistance of your financial advisor, you or your management designates will complete an extensive questionnaire about your company including its history and organization, its markets, its products and customers, its competition, its assets, and organization and personnel. This crucial step is fundamental to the development of further CEG research and analysis.

Marketing Research

We perform comprehensive market research to establish industry-specific historical and financial performance ratios along with overall industry trends and current market conditions. The market research further assists us in ascertaining any potential growth opportunities for your company as well as serving as a basis for analyzing the financial status of your company.

Financial Statement Adjustments

The final and most important step in the valuation process is the financial statements analysis. Traditionally prepared financial statements generally do not reflect a company’s actual asset value, its true earning capacity, or its true financial performance. Your CEG financial advisor will work at length with you to re-state and re-cast the financial statements of your company so as to maximize the value obtained for the business.

Valuation Opinion

The result of this process is a CEG Valuation Opinion. Our opinion is based upon a comprehensive company analysis, thorough market research and financial statement analysis and adjustments that will provide the ownership of the company with the maximum market value obtainable.