Discover the True Value of Your Client’s Business with The Liberty Group

As an experienced CPA, we understand the critical role you play in your client’s financial success. You are your client’s most trusted advisor.

The Liberty Group is here to support you and your clients.

We know how valuable your time is, let us bring the coffee meeting to you. Contact us today to learn how we can support your services and enhance the value you bring to your clients.

Why Partner with The Liberty Group?

Begin With the End in Mind: In our experience, most business owners do not have a realistic view of the value of their business. Here is what we see:

  • The first time a business owner ever sees a formal valuation is when they are preparing for a sale. They are ready to retire.
  • When the pricing analysis comes back at a value (frequently far) lower than the business owner had anticipated, they’re backed into a corner. It’s too late to effect any changes that can move the needle.
  • However, because the Seller is ready to exit and retire, the business is listed for sale anyway, often at a value that the Seller wants or needs vs what a qualified buyer would realistically pay. We refer to this phenomenon as “Post and Pray (for a Bay Area buyer).”
  • The result is, predictably, a disappointing transaction. It falls short of it’s potential, it may fail to meet the retirement needs of the Seller, or worse, it fails to sell at all.

A business valuation, prepared LONG before your client is ready to exit, allows time to adjust the business, their retirement plans, or both.

Expertise You Can Trust: Our team of experienced business brokers and valuation analysts bring a wealth of knowledge to the table, complementing your skills as a CPA. Together, we can provide a comprehensive service that covers every aspect of business valuation from most probable selling price, benchmarking KPI’s and financial ratios against their industry, to complex valuations for the purpose of forming or dissolving partnerships, probate and divorce. We help you ensure that your clients are equipped with the best possible information for strategic planning, while they still have time to act on it.

NACVA Certified CVAs for Complex Valuations: We take pride in our team of NACVA Certified Valuation Analysts (CVAs) who are adept at handling complex business and personal situations where Certified Business Valuations are required. Our NACVA Certified CVAs offer:

  • Accurate and Reliable Valuations: Certified Valuation Analysts provide precise and trustworthy valuations, essential for informed decision-making in complex scenarios.
  • Expertise in Diverse Situations: Whether it’s for litigation support, estate planning, mergers and acquisitions, or other intricate business contexts, our CVAs deliver exceptional valuation services.
  • Regulatory Compliance: Our certified valuations meet all regulatory requirements, ensuring compliance and peace of mind for your clients.
  • Comprehensive Reporting: Detailed and transparent valuation reports that stand up to scrutiny from all stakeholders involved.

Maximize Client Outcomes: Collaborating with The Liberty Group before your client is ready to sell their business helps to ensure they are positioned to receive the maximum value for their business when they determine that it is time to sell.

The Liberty Group Advantage

  • Business Valuation: We perform thorough and comprehensive business evaluations from Broker Opinion of Value to Certified Valuations to best meet the strategic goals or compliance needs of your clients.
  • Strategic Planning and Coaching: We assist in developing tailored strategies that align with your clients’ goals.
  • Value Builder Consulting: Our team can provide the tools to set and track goals and enhance performance. We believe that business owners significantly increase their chances of success by assessing value early and building value consistently.
  • Business Sales: From valuation to marketing, and ultimately to closing, our experienced team of Business Brokers manage the entire sales process.

Don’t Let Your Clients Miss Out
Ensure your clients are prepared and informed about their business’s value. Collaborate with The Liberty Group and provide them with the best chance to achieve their financial goals. Let’s work together to unlock the full potential of their business.