Valuation Summary

Summary of Industries Served in Business Valuation Engagements

 

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Industry % of Engagements
Asset Holding Co 17.6%
Manufacturing 14.2%
Wholesale 8.5%
Financial 9.8%
Retail 8.5%
Software 7.1%
Services 9.2%
Distributors 7.8%
Engineering 5.1%
Healthcare 3.4%
Real Estate 3.7%
Contractors 1.4%
Communications 0.7%
Energy 1.0%
Gambling 0.7%
Transportation 1.4%
Total 100.0%

 

Summary of Business Valuation Engagement Purposes

 

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Valuation Purpose % of Engagements
Sale/Purchase (A/D) 16.7%
Capital Raising (FR) 11.6%
Buy-Sell (BS) 14.7%
Estate and Gifting (Est) 35.5%
IRS – Other 1.7%
ESOP 4.1%
Options 3.8%
SH Buyout 6.1%
Other 5.8%
Total 100.0%

 

 

SUMMARY OF BUSINESS VALUATIONS ENGAGEMENTS BY REVENUE

 

Revenue (NAV) Size % of Engagements
$1mm or less 15.3%
$1mm – $3mm 13.6%
$3mm – $5mm 11.9%
$5mm – $10mm 17.6%
$10mm – $15mm 7.1%
$15mm – $20mm 3.4%
$20mm – $25mm 4.4%
$25mm – $50mm 15.9%
$50mm – $100mm 5.8%
$100mm – $200mm 3.4%
$200mm – $500mm 1.7%
Total 100.0%

 

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