Buy/Sell
Whether you are in need of a buy/sell agreement for estate planning or for ownership succession, you need an experienced, credentialed appraiser working for you.

Continuity, Control, and Tax Advantages
A properly structured buy/sell agreement helps ensure business continuity and control in times of transition, as well as minimizes taxes when ownership is being transferred.

Many individuals with different backgrounds may claim expertise and perform business appraisals with poor results. Bailes and Company has three credentialed appraisers on their staff.

You may wonder why that's so important.

Three Important Reasons To Use Credentialed Appraisers

Reason one: They have advanced training and are more skilled.  In 1997 the American Institute of Certified Public Accountants (AICPA) established a special credential for business valuation called Accredited in Business Valuation (ABV) to demonstrate competence in business appraisal. We have three CPAs who have earned that prestigious credential, i.e., we have three ABVs on staff.

Reason two: Robert Bailes, and Dorothy Peterson both have the financial knowledge and credentials for business valuation.  If you are using a business broker who does not have the financial knowledge or specialized training necessary to properly analyze a company's financial statements, you will definitely want to consider adding a CPA/ABV to your business valuation team.

Reason three: Our ABVs not only have the advanced training, but they have a wealth of experience in a number of industries and with a wide variety of businesses.  You will want to be sure that your business consultant is credentialed and has the "real world" experience necessary to properly value large companies as well as small privately held companies. 

Summary of the Benefits You Will Receive by Using an ABV

• You will have a much better chance of making the new business actually work for you since it was appraised fairly and without bias.
• Because we look at the business, gather the financial information, look at the inventory and do a detailed analysis of the business, you will be getting a fair look at the business before making an offer.  This could save you thousands of dollars.

Don't Schedule a Business Valuation Unless it Meets the Following 5 Criteria

I want to give you 5 criteria or elements you absolutely must have in any solution you obtain:
1. Be sure your valuation analyst has an advanced credential in business valuation.
2. Be sure your valuation analyst has the depth of experience you need.  Has he/she ever done a valuation in your industry?
3. Be sure your valuation analyst has plenty of staff support so you will get the work done in a timely manner.
4. Be sure your valuation analyst is able to do a thorough analysis .  Our final reports are 25-30 pages long.  We have experience in many different industries and we have likely had experience in your industry.
5. Be sure your valuation analyst has plenty of experience in doing valuations .  Our 3 CPA/ABVs have over 50 years of combined experience.

In summary, here's what you get:

If you are planning to sell or purchase a business and you choose Bailes & Co. to do a valuation of that business, you will get a credentialed professional with a wealth of experience in a number of industries who has the support staff to back him up and will give you a detailed report of the facts.

What is a preliminary meeting?

If you are thinking of buying or selling a business, we can schedule a preliminary meeting with you to discuss the business and our procedures. A preliminary conference will give us a good idea as to what your specific business valuation will involve and we will then be able to quote you a specific figure for the actual valuation. There is no obligation to proceed after this meeting if you choose not to.

Here's how to schedule!

To schedule your Preliminary Business Valuation Consultation just call 903-561-5859.