Who We Are
Frank Davidson MBA, MEA, SBA, CMI
Principal
Davidson Business Investments Inc. Valuing companies for over 25 years, Senior Business Analyst, Co-Founder of the Carolinas Virginia Business Brokers Assoc., having served as liaison for Bank of America's Asian Client Development, previous vice president for Chun Group an international CPA firm. President and owner of multiple companies. He lends experience in valuing a company and deal structure, accomplishing clients personal and professional goals!!
David Little Certified Medical Intermediary
Principal
Since 1986 David has been cultivating his expertise in Asset Management and Business Advisory Services. He has experience in all types of Business Fields including: Banking and Finance, Commercial and industrial sectors, Medical and Real Estate. He has acquired a diverse background in skill sets that include financial management, capital and operational budgeting, personnel and department directorship, as well as project management. His experience as a business owner across different platforms serves all his clients well. David has worked in both the private and public sectors of Businesses. Currently he serves as President of Strategic Business Acquisitions as well as Operating Partner in Davidson Business Investments. Both are firms that specialize in Business Financial Services for all types of Mergers and Acquisitions across the country. His banking experience provided a solid foundation of portfolio management and asset based services that encompassed CMBS and MBS portfolios. David was head of Capital Management a large diversified publicly traded REIT that continues to operate across the Sunbelt.
Credentials and Memberships held
6 Step Process
We will email you immediately to set up a call time..
We will call you to : Determining the purpose of the valuation, date of value, and ownership interest that is being appraised.
Gather and review all necessary business documents that often include, but are not limited to, corporate documents, financial records, market information, key personnel files, key customers, industry trends, and comparable sales of similar businesses.
Identify all value indicators of the business and owned non-operating assets using three categories for valuation approaches: Asset, Market, and Income.
Provide a final opinion of value after consideration of all information obtained, reviewed, and analyzed. Also, appropriate allocations for goodwill and other intangibles are adjusted for.
Prepare and deliver a final written report.

Types of Valuations Offered:

Fair Market Value Report – This is a restricted use valuation report that is intended for main street businesses looking to sell. This report provides a synopsis of how the valuation conclusion was determined. The basis of this valuation is a market comparison with like companies within an industr$299 or Free if we help you sell


Value Analysis – This is a restricted use business valuation designed specifically for the "main street" company with sales of $1,000,000.00 or less. The report is intended for "asset sale, financial buyers" and providing a summary of how the valuation conclusion was determined. The basis of this valuation is discretionary cash flow since most main street businesses are bought and sold on a multiple of cash flow. The value considers primarily historical and current financial performance, and very little time is spent with the Balance Sheet. The report contains the following partial list of exhibits:

•Historical Income Statements
•Adjusted Cash Flow Statement
•Company Description and Highlights
•Comparable Sales (Market Approach)
•Various Graphic Analyzes
•Summary Review of each Valuation Approach
•Valuation Conclusion and Justification
•Cost – $700.00 .

Merger & Acquisition Valuation:

This is a comprehensive business valuation for strategic Mergers and Acquisitions and is developed in accordance with the Uniform Standards of Professional Appraisal Practice (USPAP). This is a stock valuation and is intended for the middle market business with annual revenues in excess of $5,000,000.00 and or EBITDA of $1,000,000.00, strategic acquisitions of niche businesses, and generally any business with significant growth expected in the future. The basis of valuation is on fut s and the selection and the selection of guideline companies comes from both the private and public markets. This is a completely customized report, and the number of pages can range between 30 to 200 depending on the information that is used to support the conclusion. Cost: $7,000.00 to $12,000.00.

You Need a Business Valuation If…

•You're buying a small business or plan to buy a business.
•You're thinking of selling a business.
•You are thinking of making a gift of a business interest.
•You want to terminate a partnership.
•Your company is about to go public.
•You've reached a dozen or so other significant stages in the development of a business.

Selling or Buying a Business

Selling or buying a company is likely the most important decision a business executive may ever make. Setting a fair price, including structuring payment terms to meet the needs of both parties, is necessary for a successful transaction.

Estate Planning

Information that may be needed to either plan for tax issues or for potential sale of interest to an arms-length buyer.

Gifting of Stock

Gifting stock of a closely held business to immediate family needs to be supported by an independent valuation of the closely held business.

Mergers, Consolidations, and Conversions from C to S corporations

The establishment of fair market value of a business at the time of the transaction.

Litigation Support

Litigation Support may include expert testimony, preparation for deposition, critical examination of others' reports.

Shareholder Disputes

Shareholder Disputes need not be adversarial to require an independent opinion of value. In some cases there is a need to define value according to different interpretations of an unclear set of instructions.

Buy Sell Agreements

Buy Sell Agreements often call for the appraisal by an accredited unrelated third party.

Economic Damages Calculations

Economic Damages calculations can be provided for quantification of the loss incurred due to breach of contract, wrongful death, personal injury, wrongful termination, sex or age discrimination, patent infringement or any other type of litigation requiring this type of service

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