Florida Business Valuation

Naples Business Valuation Services & Bonita Business Valuation Services

If someone came to you today with a blank check for your business, would you have any idea how much it's worth?

Whether you are buying or selling, a business is worth more than what you can put down on paper. Let our team help you and interested parties distill the actual value of an enterprise from its assets and talent to its earning potential. We can also help you discover and understand the risks you're taking when joining a partnership or existing venture.

Contact any of our firm locations!

Cape Coral  Bonita Springs  Naples

Business Valuations for a Variety of Reasons

  • Buy Sell Agreements / Buyouts
  • Business Disputes
  • Divorce
  • Estate Planning
  • Bank Loans and Financing
  • Gifting
  • Mergers & Acquisitions
  • Other Business Valuations

How Davis & Associates CPA's Obtains Accurate Values of a Business

We offer a uniquely methodical approach to our valuation services. Our first step is to get to know clients and learn what the business history is, and what you think its future looks like. This initial phase helps us understand what the business means to you and how our services fit in with your goals. Then, our accountants begin their research.

Upon our research we determine how healthy your business is and the true benefit to the owners. Then we determined the purpose of the valuation. For example, a couple that owns a business and is going through a divorce will require a different approach than someone who is looking to pass on the business to an heir.

Contact Us for Florida Business Valuations

Davis & Associates CPA's has served Florida businesses for many years. We have carefully overseen mergers, business sales, and much more. With our team on your side, you can rely on us to show you the true value of a business.

Contact us for a consultation today! Find us in Bonita Springs, Naples and Cape Coral!

Succession Planning and Exit Strategy Planning in Florida

Did you know that merely 30 percent of family businesses survive to the second generation? Only 12 percent are still operating into the third generation. Only around 3 percent of all family businesses operate into the fourth generation or beyond!

So how can you protect one of your family's largest assets?

Do you have a fully funded buy sell agreement in place?

Do you know what a buy sell agreement is and what key elements it should include?

A buy-sell agreement or buyout agreement or partnership agreement is a legally binding document that outlines what will happen if a number of qualifying events occur, for example; an owner passes away, becomes sick or disabled or is forced to leave the business or decided to leave the business.

A good buy sell agreement should identify the parties involved, the qualifying events, business valuation clause and tax considerations.

There are a number of different ways to structure a business buy sell agreement. The most common ways are one-way buy sell agreements, cross purchase buy sell agreements, entity purchase buy sell agreements and hybrid wait and see buy sell agreements.

Each of these methods has their own specific purposes and tax implications. Please contact Davis & Associates to learn more about how a buy sell agreement can protect your family and benefit your business.

How do you protect the largest assets of your business — Your Employees?

One of the biggest challenges we see employers face is how to keep their employees motivated, happy and loyal to their business. In today's fast paced world, it is not uncommon to see quality employees change jobs a dozen times as they are constantly recruited by external companies. How does an employer motivate these quality employees, help ensure they remain loyal and also protect the employers from losing tangible and intangible value they have built into the business?

One way is to incorporate discriminatory bonus plans coupled with non-compete agreements. This method is also known as a Golden Executive Bonus Arrangement. So here is how it works.

An employer and key-employee come to an agreement on a role, job description, performance measures and time frame within an organization. For example, in a roofing sales position an owner might incentivize a key sales person with sales goals which if are achieved an employer will pay out a cash bonus and on top of that a deferred bonus which the employee is entitled to after a set period of time, maybe 5 or 10 years. If that amount is large enough the employee continues to accrue this benefit until it vests and he or she is entitled to all or some of that bonus. You can imagine with $20,000, $50,000, $100,000 or more in a deferred bucket that the employee is entitled to after a certain period of time, they will be much more inclined to stay with your organization. Why this is more beneficial to the business owner then such other means like gifting stock for example is that the business owner retains control over the set aside deferred bonus capital until it is earned and if done properly this bonus capital should be tied directly to additional company profits. Another added incentive for a business owner would be to tie in with this bonus arrangement a reasonable non-compete agreement. After all, how much would it be worth to you, Mr. or Mrs. Business owner to pay on an annual basis to ensure that your key employee doesn't go to work for a competitor or start his own company, taking with him your best clients, trade secrets or even employees?

So, if you have key-employees that you can't afford to lose and are looking for a way to further incentivize them while continuing to grow the profits and value of your business, please contact us.


If you'd like to know how much your business is worth, please complete this form to get your Free Consultation.

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