Accurate & Dependable Business Valuation in San Diego
Receive a precise valuation for your San Diego business with seasoned West Coast appraisal experts.
About Arrowfish
Arrowfish Consulting is your trusted partner for comprehensive economic and financial analysis services. From our headquarters in Salt Lake City, we serve clients nationwide, offering a diverse range of expertise encompassing economic damages analysis, business valuation, forensic accounting, corporate bankruptcy, insurance claims analysis, and management consulting.
Our business valuation experts in San Diego, boasting over 200 years of combined experience, hail from esteemed international accounting firms and Fortune 500 companies. Grounded in values of independence, objectivity, honesty, and integrity, we ensure 100% confidence in our services, making us the go-to choice for businesses, law firms, and conglomerates alike.
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We Provide Valuation Services For
Transactions / Mergers & Acquisitions
- Buying or Selling a Business
- Management Planning
- Buy/Sell Agreements
Tax Compliance and IRS Reporting
- Estate Planning and Gift Tax
- Family Limited Partnerships (FLPs)
- Income Tax
Financial Reporting
- Goodwill Impairment Testing
- Purchase Price Allocation
- Employee Stock Option Plan Valuation (ESOP)
- Complex Securities Valuations
- Identification and Valuation of Intangible Assets
Bankruptcy or Restructuring
- Solvency Analysis
- Valuations for Lender Support
Meet the Expert and Founder – Jeremiah Grant
I am Jeremiah Grant, Managing Partner at Arrowfish Consulting. With over two decades of experience, I began my career at PricewaterhouseCoopers in 1998 and have since held key roles at international finance consulting firms. Holding an MBA in Finance and Strategy, I graduated in the top 3% of my class from the Marriott School of Management.
As a Certified Valuation Analyst (CVA) and Commercial Lines Coverage Specialist (CLCS), I’ve testified numerous times in State and Federal Courts, handling diverse cases, particularly excelling in franchise systems. My expertise spans industries such as aerospace manufacturing, biotech, fitness centers, and more. I am an active member of professional organizations like NACVA and CPDE.
Process For a Business Valuation in San Diego With Us
Initial Consultation
Our initial consultation will provide you with an array of options to choose from. We’ll work together to determine the ideal fit and create a plan to get you there.
Letter of Engagement
Our representative will help you complete an agreement letter and collect the documents required for the appraisal study.
Initial Analysis
Our professional in evaluating businesses will furnish you with a thorough examination report, equipping you with the knowledge required to grasp the entire procedure.
Management Meeting
We will schedule a meeting to gain insight into your company, followed by the creation of a financial projection to aid in future planning and decision-making.
Final Report
After completing the analysis, our appraiser will produce an extensive evaluation report displaying the outcome of the business valuation.
Unlimited Support
Our team will be available to discuss the results and address any queries you may have. The goal is to ensure you are 100% satisfied with the work.
Frequently Asked Questions
How much will a business valuation cost me?
The business evaluation expenses differ, usually falling between $5,000 and $30,000. The factors affecting the cost include how intricate your business is, the valuation approach employed, and the proficiency of the valuation company.
Which areas does your team serve in?
Apart from providing business appraisal in San Diego, we operate in the following regions:
How will my business value be determined?
Various techniques contribute to establishing the business’s value, including the income, market, and asset methods. These approaches take into account financial records, market situations, and both tangible and intangible assets.
What are the qualifications of your business appraiser?
Our lead appraiser, Jeremiah, has the following credentials:
- National Association of Certified Valuation Analysts (NACVA), practitioner member
- Collegium of Pecuniary Damages Experts (CPDE), Secretary 2014-2016
- National Association of Forensic Economics (NAFE)
- American Academy of Economic and Financial Experts (AAEFE)
- American Bar Association, Forum on Franchising
- Editorial Board ofThe Earnings Analy
What information will you need for the valuation process?
For an accurate valuation, we need your financial records (income statements, balance sheets), cash flow projections, information on assets and liabilities, organizational details, market analysis, and industry trends. Please provide data on management, competitive positioning, and growth strategies.
We also require details on intellectual property, customer contracts, key performance indicators (KPIs), technological assets, and any pending legal matters. Information about your team’s expertise, potential risks, and scalability plans is crucial
Can business valuation help me for tax reasons?
Yes, business valuation is crucial for tax purposes. Accurate valuation ensures compliance with tax regulations, determines fair market value, and aids in proper tax planning, helping you optimize deductions and minimize liabilities.
What if market conditions change drastically during your service period?
In the event of drastic market condition changes during our service period, we adapt our valuation methodologies to reflect the current economic landscape, ensuring our clients receive accurate and relevant business valuations.
How often would you advise someone to get their business valued?
We recommend businesses to undergo valuation annually or whenever significant changes occur, such as mergers, acquisitions, or changes in ownership. Regular valuations ensure accurate financial insights and strategic decision-making.
Will you explain the entire report to me in a simple-to-understand way?
Yes, we will provide a simplified overview of the report, highlighting key factors influencing your business’s value, such as financial performance, market trends, and competitive landscape. We’ll discuss it in a straightforward manner, ensuring a clear understanding of the valuation process and outcomes.
A Little About San Diego
San Diego‘s vibrant coastal setting, near-perfect climate, and lively cultural scene make California’s second-largest city a perennial top choice for quality of life. From the historic Gaslamp Quarter and iconic beaches to world-class dining and attractions like the San Diego Zoo and SeaWorld, America’s Finest City has something for everyone.
Yet the metro area offers more than postcard scenes and tourist hotspots – its diverse economy includes thriving aerospace, technology, financial services, and military sectors. With its enviable location and business-friendly economic environment, San Diego presents prime opportunities for organizations seeking their next chapter.