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Sunshine Financial Solutions | Insurance, Retirement, College Funding and Business Solutions
  • Home
  • About Us
    • About Us
    • Meet Our Team
    • Mission Statement
    • Our Promise
    • Our Partners
    • Join Our Team
    • Brokerage Services
  • Our Services
    • Individuals and Families
    • Business Owners
    • Retirees/Medicare Eligible
  • Planning
    • Life Insurance
    • College Planning
    • Retirement Planning
    • Build Wealth
    • Disability Insurance
    • Mortgage Protection
    • Business Valuation
    • Long Term Care
    • Final Expense
    • Home + Auto
  • Business
    • Group Plans
    • Business
    • Key Employees
    • Employee Benefits
    • Executive Carve Out
    • Financial Management
    • Protect Your Business
    • Retirement Planning
    • Succession Planning
  • Resources
    • Careers >
      • Careers
      • Careers Sampling
      • Career Training
      • Internships
      • Producers
      • Join Our Team
    • Articles
    • Market Watch
    • Newsletter
    • FAQs
    • Member Access
  • Contact Us
    • Contact Us
    • Request A Quote
    • Schedule An Appointment

Business Valuation

PLANNING

Life Insurance ​
College Planning
Retirement Planning
Build Wealth
Disability Insurance 
​Mortgage Protection
Business Valuation

Long Term Care
Final Expense
Home + Auto

Small businesses make up the vast majority of businesses in the United States. 

The U.S. Small Business Administration reported in 2019 that there are a staggering 30.7 million small businesses in the U.S. alone—representing 99.9% of U.S. businesses.

Our team knows just how valuable owning your own business can be. It's not just an operation to make an income; for most people it's their passion and livelihood.

Knowing the value of your business today is the foundation to growing and maintaining it for years to come. It is the catalyst for many goals:
  • ​Growing and profiting
  • Staying ahead of competitors
  • Driving expenses down
  • Adapt to shifting industry and environment
  • Prepare for unforeseen events and business interruption 
  • Keeping valuable employees and/or executives
  • Creating an exit strategy for future retirement

    Request more information:

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The good news: This is free for our clients.

Normally, firms charge thousands of dollars to run business valuations; this is usually what prevents business owners from doing one. Without this vital information, it becomes difficult to adapt to unforeseen events (e.g. global pandemics, loss of key employees, recessions, industry shifts, fire sale/business liquidation). We owe it to small businesses to give them the value of this service without breaking the bank. Our team works with skilled CPAs and lawyers to provide accurate business valuations for free.

Here is what a valuation will tell you:

Asset Sale Value: This common transaction-oriented fair market value conclusion includes the firm's inventory, furniture, fixtures and equipment and all intangible assets ranging from customer base to goodwill. 

Enterprise Value: This fair market value estimate is equal to the "total value of the firm" or the value of the firm's equity plus its long term debt, e.g. it reflects the value of the entire capital structure (equityholders and debtholders) or 'enterprise".

Liquidation Value: The liquidation value conclusion is based on the key assumption of insolvency and the immediate sale of all assets (on or off the balance sheet) at or near "fire sale" level coupled with the nearly simultaneous retirement of all liabilities. This figure does not include accounts receivable.

Yearly Financial Summary: Includes a report showing Income, Assets and Liabilities.

Key Performance Indicators: In order to better understand your company’s operations, we have calculated a variety of Key Performance Indicators (KPIs) for your review and comparison to industry benchmarks. In terms of valuation outcomes for your firm, key factors include size, profitability and growth.
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Contact Us

Location

1401 N University Dr. Ste 300
​Coral Springs, FL 33071

Phone: 561-609-2251
info@sfsfinancial.org
© 2022 Sunshine Financial Solutions of South Florida, Inc.
Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, member FINRA SIPC. Sunshine Financial Solutions of South Florida, Inc. is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individual tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, or Sunshine Financial Solutions of South Florida, Inc. provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Guarantees are subject to the claims paying ability of the issuing insurance company.
  • Home
  • About Us
    • About Us
    • Meet Our Team
    • Mission Statement
    • Our Promise
    • Our Partners
    • Join Our Team
    • Brokerage Services
  • Our Services
    • Individuals and Families
    • Business Owners
    • Retirees/Medicare Eligible
  • Planning
    • Life Insurance
    • College Planning
    • Retirement Planning
    • Build Wealth
    • Disability Insurance
    • Mortgage Protection
    • Business Valuation
    • Long Term Care
    • Final Expense
    • Home + Auto
  • Business
    • Group Plans
    • Business
    • Key Employees
    • Employee Benefits
    • Executive Carve Out
    • Financial Management
    • Protect Your Business
    • Retirement Planning
    • Succession Planning
  • Resources
    • Careers >
      • Careers
      • Careers Sampling
      • Career Training
      • Internships
      • Producers
      • Join Our Team
    • Articles
    • Market Watch
    • Newsletter
    • FAQs
    • Member Access
  • Contact Us
    • Contact Us
    • Request A Quote
    • Schedule An Appointment