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BUSINESS ASSESSMENT form
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COST SEGREGATION form
INTERNAL CONTROL EVALUATION form
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“The assessment was more informative than I expected. I was able to make more strategic decisions about my company. I know where I'm going now.
Sharone Armer, CA
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A Business Assessment includes the balance sheet and income statement for the fiscal year ending Monday, December 31, 200x for XYZ Co. were provided. Various ratios were developed from these financials and then compared to data for the "NAICS Code 123456: Industry Type" industry for firms in the "$0-$5 M and more" sales range.
This comparison process provides an indication of where the company is strong and where improvements may need to be made. It is recognized that all firms are unique and have different operating and financial characteristics. Nonetheless, comparing against industry norms can be useful in identifying possible problem areas before they get out of hand. Also, investors and lending institutions are very interested in how a given firm compares to others of similar size in the same industry.
A long form valuation is often used for internal purposes such as planning for sale, conducting annual reviews, or for obtaining lender financing. This type of valuation is required for pending litigation, IRS audits, partnership disputes, gift/estate planning, and for sellers, buyers, or lenders that are planning for the sale of a business. Our affiliates' senior business analysts will utilize about 12 valuation methodologies, industry analysis, demographic studies, plus a nationwide comparison of businesses sold in the same industry to generate an accurate snapshot of your businesses value in it’s present state.
A Cost Segregation Report is, for one of many examples, if your clients acquire real estate valued at $1 million or more, they may be eligible for substantial federal and state tax savings through a professionally conducted Cost Segregation Study. A cost segregation study involves certain assets within the transaction that may qualify for accelerated depreciation. The results of accelerated depreciation are larger tax deductions over a shorter period, meaning increased cash flow and lower capital costs.
An Internal Control Evaluation is performed to determine whether the company's internal controls adequately address the risk of material misstatement dut to fraud, as well as those controls enacted to address the risk of management overrides of other controls. Section 404 of the Sarbanes-Oxley Act mandates that management must assess and report on the effectiveness of the company's internal controls over financial reporting, and the auditor must attest to management's internal control assessment. The evaluation is NOT an audit, but a tool to determine that internal controls are functioning in their efficiencies. Top of page
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