Career

Reasons for Having a Professional Valuation

Purchase and Sale

Merger and Acquisition

Bank Financing Requirement

Gifts and Contributions

Estate Planning and Settlements

Marital Dissolution

Minority Shareholder Disputes

Employee Stock Ownership Plans

Litigation

To properly value a business the business appraiser should be unbiased. He is an advocate for his own opinion of the value and is not an advocate for any other party.

A valuation is a snapshot of the Business at an instant in time. Many factors come in to play in the valuation of a business including but not limited to the following factors: cash flow projections, assets to be transferred, liabilities to be assumed, stability of the business, competition, market changes, financing, licensing, business location and ease of entry into the market.

Our most frequent use of valuation is to prepare the sellers for marketing their business. Under pure appraisal guidelines we would be considered biased, if we are to be the marketing agent for the business. The seller's option is to hire another business appraiser for a second opinion. Many business appraisers do not sell businesses, they only do valuations. We believe that our experience presents a more realistic valuation of the business based not only on our past transactions, but also upon the transactions of our colleagues.

Florida real estate regulations demands that a business broker be a licensed Florida real estate agent. They also allow us to act as single agents, transaction brokers or non-representatives. Bateson Business Brokerage acts as a transaction broker. This allows us to be fair to both the seller and the buyer. As a transaction broker, Bateson Business Brokerage, Inc., provides to you a limited form of representation that includes the following duties:

1. Dealing honestly and fairly;

2. Accounting for all funds;

3. Using skill, care, and diligence in the transaction;

4. Disclosing all known facts that materially affect the value of residential real property and are not readily observable to the buyer;

5. Presenting all offers and counteroffers in a timely manner, unless a party has previously directed the licensee otherwise in writing;

6. Limited confidentiality, unless waived in writing by a party. This limited confidentiality will prevent disclosure that the seller will accept a price less than the asking or listed price, that the buyer will pay a price greater than the price submitted in a written offer, of the motivation of any party for selling or buying property, that a seller or buyer will agree to financing terms other than those offered, or of any other information re-quested by a party to remain confidential.

Because of our transaction broker status, we believe we can be unbiased in our valuation to market the business. Our brokerage does not attempt to take listings, we attempt to find marketable and therefore saleable businesses.

For valuations that do not include marketing the business, we act as independent parties.