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Fee
Structure
THE BUSINESS PURCHASE or SALE CONSULTATION involves the determination
of true net profit or owner's discretionary cash flow, a comparison
to BIZCOMPS market data, a premises lease review and determination
of buyer's return on investment or cash on cash return.
Total Fee $800.00
THE BASIC LETTER APPRAISAL
involves the examination of one years profit/loss statement and
the determination of true net profit. It does not include the
verification of financial information supplied by the owner or
verification of the value of fixtures furniture and equipment.
Total Fee $1,400.00
THE MANAGEMENT INFORMATION
APPRAISAL is a computer based valuation that includes an analysis
of the last two to five years financial statements including key
financial ratio comparison with industry standards, recasting
of profit/loss statements, real value asset analysis, up to eight
different valuation methods, and a buyer/seller post sale analysis.
Total Fee $3,800.00
THE SHORT FORM BUSINESS
APPRAISAL is a CERTIFIABLE appraisal that includes a statement
of purpose and function, an analysis of national, local and industry
economies, a review of 2 to 5 years financial statements, recasting
of profit/ loss statements to find true profit, an analysis of
the balance sheet and depreciation schedule including adjustment
of machinery and equipment to Fair Market Value, the use of as
many approaches to valuation as practical, reconciliation of the
approaches used, application of minority or marketability discounts
and a post valuation meeting with the client.
Total Fee $5,200.00
THE COMPREHENSIVE BUSINESS
APPRAISAL is a CERTIFIED appraisal that includes a statement
of purpose and function, an analysis of national, local and industry
economies, a review of five years financial statements with comparison
to tax returns, recasting of profit and loss statements, an analysis
of the balance sheet and the depreciation schedule including adjustment
of machinery and equipment to Fair Market Value, the use of as
many approaches to valuation as practical including Discounted
Future Earnings and Market Data or Guide Line Company approaches,
reconciliation of approaches used, application of minority or
marketability discounts, and a post valuation meeting.
Total Fee $8,500.00
Consulting Work $175.00
per hour Expert
Witness Testimony $225.00 per hour
FEES PAYABLE 50% ON ENGAGEMENT - THE BALANCE ON PRESENTATION
Rev 5/07
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Related
services offered by firm
Business Acquisitions and Sales
Introduction To Spectrum
- website - spectrumcorporate.com
Spectrum Corporate Resources
is a merger and acquisition intermediary and advisory firm providing
a range of specialized professional services to middle-market
companies. Spectrum offers a high level of service and resources
typically only found in much larger investment banking firms,
underscored by a commitment to personal attention. We call it:
"Fortune 500 Service for Middle-Market Companies."
At Spectrum, we believe that
middle-market companies with revenues from $2 million to $100
million need and deserve the same level of service that larger
firms enjoy. Since 1989 the Spectrum team has successfully offered
client companies an exceptional blend of "street smart" negotiating
skills, financial expertise and professional integrity. Our services
include:
- MERGERS AND ACQUISITIONS
- FAIR MARKET VALUATIONS
- FINANCING
- STRATEGIC ADVISORY AND
CONSULTING
As a professional specialty,
Spectrum offers a Client specific acquisition search service to
operating companies, private investment groups, and/or high net-worth
individuals. Instead of trying to pick from only a very limited
number of companies listed for sale (usually less than 2% of all
established businesses) a Spectrum Client Specific Acquisition
Search focuses on the majority 98% who may consider selling to
a qualified buyer. This very successful professional service allows
Spectrum Clients to privately and discerningly select a specific
company, in a non-competitive environment, and in a condensed
period of time.
JACK R. SANDERS, CBA CBI
Certified Business Appraiser
Certified Business Intermediary
Jack Sanders is Managing Director of SPECTRUM CORPORATE RESOURCES, LLC, President of MidMarket Corporate Services, Inc. and President of Corporate M&A Advisors, Inc. He joined SPECTRUM CORPORATE RESOURCES as Senior Associate in 1997, specializing in middle-market mergers and acquisitions nationwide. He was promoted to President/Manager in 2001 and purchased the company in 2003. He has been an active full-time business intermediary since 1985. He has personally handled over 130 business transfers and has appraised over 1,450 businesses. His focus has been on manufacturing, wholesale/distribution and business to business service businesses. Prior to entering the business intermediary profession, Mr. Sanders was President and Chief Executive Officer of the PACIFIC ENGINEERS' Companies, and engineering firm whose operations had over 250 employees in four subsidiaries and covered seven states, primarily providing engineered facilities to local and federal governmental agencies.
Mr. Sanders
spent fifteen years with Page Olson Commercial Brokerage in San
Diego, California, as a Broker Associate. He developed the capability
of providing Certified Business Valuations for business owners
and other authorities needing to place a value on the intangible
assets of a business without an anticipated sale.
Mr. Sanders is also the author
of the "BIZCOMPS®" studies, a leading authority on the market
value of small and medium business in the United Sates and Canada.
The studies contain actual transaction information on over 12,000
transactions and are marketed in both print and electronic form.
He frequently gives presentations at professional seminars and
conferences and is an instructor in educational courses leading
to the Certified Business Intermediary designation.
Jack is a member of the Association
for Corporate Growth, the Institute of Business Appraisers and
the M&A Source. He has both Bachelors and Masters degrees in Business
Administration.
Resume of Recent Completed
Business Transfers A/A May 2007
|
Date
|
Business Type
|
Function
|
Co-op
|
Amount
|
| Feb -07 |
Concrete Products Mfg |
B
|
No |
$1,300,000 |
| |
Spring Valley, CA |
|
|
|
| |
|
|
|
|
| May -06 |
Corporate Transportation Co |
B
|
No |
$850,000 |
| |
Costa Mesa, CA |
|
|
|
| |
|
|
|
|
| Jan -04 |
Software Integrator- |
B
|
No |
$800,000 |
| |
Fortune 500 Companies |
|
|
|
| |
Costa Mesa, CA |
|
|
|
|
|
|
|
|
| Apr -03 |
Commercial Dry |
L
|
No |
$27.6 Million |
| |
Utility
Contractor |
|
|
|
| |
El Cajon, CA |
|
|
|
|
|
|
|
|
| Dec -02 |
Commercial Skylight |
B
|
No |
$680,000 |
| |
Manufacturer |
|
|
|
| |
Irvine, CA |
|
|
|
|
|
|
|
|
| Dec -01 |
Commercial Copy
Center |
B
|
No |
$735,000 |
| |
Escondido, CA |
|
|
|
|
|
|
|
|
|
Feb-00
|
Int'l Freight Forwarder
|
L
|
Yes
|
$560,000
|
|
|
Houston, TX
|
|
|
|
|
|
|
|
|
|
|
Jan-00
|
Manufacturer -
|
B
|
Yes
|
$850,000
|
|
|
Ready Mixed Concrete
|
|
|
|
|
|
San Diego, CA
|
|
|
|
|
|
|
|
|
|
|
Dec-99
|
Distr - CD Duplication
|
S
|
No
|
$520,000
|
|
|
Equipment
|
|
|
|
|
|
Lake Forest, CA
|
|
|
|
|
|
|
|
|
|
|
May-98
|
Mfg.- Sheet Metal
|
B
|
No
|
$390,000
|
|
|
Costa Mesa, CA
|
|
|
|
|
|
|
|
|
|
|
Aug-97
|
Distr- Fresh Herbs
|
L
|
No
|
$775,000
|
|
|
Southern CA
|
|
|
|
|
|
|
|
|
|
|
Mar-97
|
Lube N' Tuneup
|
S
|
No
|
$225,000
|
|
|
Poway, CA
|
|
|
|
|
|
|
|
|
|
|
Feb-97
|
Franchisor-Janitorial
Serv
|
L
|
No
|
$450,000
|
|
|
San Diego, CA
|
|
|
|
|
|
|
|
|
|
| Mar-95 |
Jaguar Auto Repair |
L
|
No |
$394,000 |
|
San Diego, CA |
|
|
|
|
|
|
|
|
|
Jan-95
|
Auto Product Manufacturer
|
L
|
No
|
$2 Million
|
|
|
Carlsbad, CA
|
|
|
(incl. earn-out)
|
|
|
|
|
|
|
|
Jan-94
|
Small Parcel Trucking
|
L
|
No
|
$285,000
|
|
|
San Diego, CA
|
|
|
|
|
Date
|
Business Type
|
Function
|
Co-op
|
Amount
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sep-93
|
Distributor -
|
L
|
No
|
$635,000
|
|
|
Medical Equipment
|
|
|
|
|
|
Carlsbad, CA
|
|
|
|
|
|
|
|
|
|
|
Jul-92
|
Building Product Mfg.
|
L
|
No
|
$445,000
|
|
|
El Cajon, CA
|
|
|
|
How to get in touch with
us
Please use any of the information at top of page to contact us,
or if you would like to request a contact please give us your
name, e-mail address, phone number, fax number and best time to
reach you in this email: sanders@bizcomps.com
top
Copyright 1999
National Association of Certified Valuation Analysts
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