Valuation Analysis

As part of our ongoing commitment to our clients, we provide a complimentary Shareholder Value Analysis prior to entering into an engagement.

This comprehensive analysis examines the industry in which the company operates, outlines the competitive landscape, and highlights the value drivers that have contributed to the success of the company to date.

It concludes with our assessment of the current market value of the company should the shareholders decide to become a client and engage Oxford Advisors to market the company.

 

Valuation Methods

We use three primary valuation methods in our analysis:

An Example: ClientCo

ClientCo is an "S" Corporation with annual sales of approximately $45 million and EBITDA of $5.5 million before addbacks.

While valuation analysis for ClientCo is ongoing, "true" sale value is a moving target as potential addbacks are identified:

 

Summary of Add Backs for ClientCo

ADJUSTMENTS TO EBITDA FOR CLIENTCO 2016 2017 2018

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Historical Income Statement of ClientCo

(Dollars in thousands) 2016 2017 2018

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Summary of Methodologies for ClientCo

(Dollars in thousands)