BGH Valuation Profile - SBA Appraisals
1
Brandon Hall, CVA Monticello, MN www.bgh-valuation.com Why Us? • We are well-versed on the current version of the SBA’s Standard Operating Procedures, SOP 50 10 5(I), in effect since Jan of 2017 • We run with little to no overhead - which means very competitive fees! • We are very flexible and can turnaround reports in as little as 5 days • We have the credentials to perform business appraisals for the SBA • We take pride in being responsive and meeting deadlines • Able to service in all 50 states Fee structure • Flat fee $1,800 - $2,400 • Turnaround time 7-10 days Standard Document Listing • 3 years of federal tax returns and/or financial statement (excel) • Most recent interim income statement and balance sheet (excel) • Purchase agreement or letter of intent • Copy of our business valuation questionnaire • Other misc. documents may need to be requested Education/Qualifications • B.S., Accounting – St. Cloud State University, St. Cloud, MN • Certified Valuation Analyst (CVA) – National Association of Certified Valuators and Analysts (NACVA) About Us BGH Valuation Services, LLC delivers certified independent business valuation and appraisals, specifically for SBA lenders. Our concise, timely reports are thorough and accurate with conclusions supported by the latest market data and experience providing a reasonable basis for informed lending and acquisition decisions. To better serve the banking industry BGH has invested heavily in the latest technology. This has resulted in more efficient, accurate, and defensible valuations. BGH is able to provide cost-effective valuations with a quick turnaround. Brandon Hall (Owner) Background Owner BGH Valuation Services, LLC, Monticello, MN • Founded January 2016 • Perform business valuations for small closely held companies, specifically for SBA lenders. • BGH was founded with an emphasis on efficiency. BGH invested in tools to streamline the process of gathering data and analysis. This not only has resulted in lower fees and a quicker turnaround, but more accurate reports. • Direct interaction with small business owners, as well as partnering with other financial and business professionals Senior Accounting Analyst Best Buy, Richfield, MN • Support the month-end close process, including recording and reviewing journal entries, performing variance analysis and preparing account reconciliations • Analyze monthly financial results and develop variance commentary • Drive transformational financial and accounting process improvements and system enhancements as part of the Oracle iProcurement, time and labor and services implementation • Provide key inputs into the budgeting, forecasting and performance management activities in partnership with the IT FP&A team Accounting Analyst Polaris Industries, Inc., Medina, MN • Responsible for the reporting of finished goods inventory, sales and cost of sales, including: the preparation of monthly account reconciliations, performing journal entries, processing inventory transactions, reporting daily sales, working with IS to maximize system data flows and monitoring non-shippable inventory by working closely with business unit personnel to minimize exposure • Assisted in the consolidation of international subsidiaries, responsible for Europe, the Middle East and Africa • Assisted in the accounting of mergers & acquisitions, responsible for the accounting of goodwill and intangibles • Supported business unit finance teams with monthly journals, commission calculations, reserve analysis reporting and accounting for special programs as needed • Lead analyst on two integration projects, Business Intelligence and Maestro Workflow • Assisted in providing necessary audit schedules for quarterly re views and annual audits Financial Auditor Baker Tilly Virchow Krause, LLP, Minneapolis, MN • Provided audit and assurance services for publicly traded and private clients ranging from $1 million to $1 billion in annual revenues • Assisted in obtaining all necessary audit work papers and documentation including researching and documenting facts and findings • Assisted in the calculation of the going-concern value and the issuance of the going-concern opinion • Increased a working knowledge of U.S Generally Accepted Accounting Principles (GAAP) and accounting procedures • Developed strong interpersonal communication skills by having direct interaction with clients
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Transcript of BGH Valuation Profile - SBA Appraisals
Brandon Hall, CVA
Monticello, MN w ww .bgh- va luat ion .com
Why Us?
• We are well-versed on
the current version of the SBA’s Standard Operating Procedures, SOP 50 10 5(I), in
effect since Jan of 2017
• We run with little to no overhead - which
means very competitive fees!
• We are very flexible
and can turnaround reports in as little as 5
days
• We have the credentials to perform
business appraisals for the SBA
• We take pride in being responsive and meeting deadlines
• Able to service in all 50
states
Fee structure
• Flat fee $1,800 - $2,400
• Turnaround time 7-10
days
Standard Document Listing
• 3 years of federal tax returns and/or financial statement (excel)
• Most recent interim income statement and balance sheet (excel)
• Purchase agreement or letter of intent
• Copy of our business valuation questionnaire
• Other misc. documents may need to be requested
Education/Qualifications
• B.S., Accounting – St.
Cloud State University, St. Cloud, MN
• Certified Valuation Analyst (CVA) – National
Association of Certified Valuators and Analysts (NACVA)
About Us
BGH Valuation Services, LLC delivers certified independent business valuation and appraisals, specifically for SBA lenders. Our concise, timely reports are thorough and accurate with conclusions supported by the latest market data and experience providing a reasonable basis for informed lending and acquisition decisions. To better serve the banking industry BGH has invested heavily in the latest technology. This has resulted in more efficient, accurate, and defensible valuations. BGH is able to provide cost-effective valuations with a quick turnaround. Brandon Hall (Owner) Background
Owner BGH Valuation Services, LLC, Monticello, MN
• Founded January 2016
• Perform business valuations for small closely held companies, specifically for SBA lenders.
• BGH was founded with an emphasis on efficiency. BGH invested in tools to streamline the process of gathering data and analysis. This not only has resulted in lower fees and a quicker turnaround, but more accurate reports.
• Direct interaction with small business owners, as well as partnering with other financial and business professionals
Senior Accounting Analyst Best Buy, Richfield, MN
• Support the month-end close process, including recording and reviewing journal entries, performing variance analysis and preparing account reconciliations
• Analyze monthly financial results and develop variance commentary
• Drive transformational financial and accounting process improvements and system
enhancements as part of the Oracle iProcurement, time and labor and services implementation
• Provide key inputs into the budgeting, forecasting and performance management activities in partnership with the IT FP&A team
Accounting Analyst Polaris Industries, Inc., Medina, MN
• Responsible for the reporting of finished goods inventory, sales and cost of sales, including: the preparation of monthly account reconciliations, performing journal entries, processing inventory transactions, reporting daily sales, working with IS to maximize system data flows and monitoring non-shippable inventory by working closely with business unit personnel to minimize exposure
• Assisted in the consolidation of international subsidiaries, responsible for Europe, the Middle East and Africa
• Assisted in the accounting of mergers & acquisitions, responsible for the accounting of goodwill and intangibles
• Supported business unit finance teams with monthly journals, commission calculations, reserve analysis reporting and accounting for special programs as needed
• Lead analyst on two integration projects, Business Intelligence and Maestro Workflow
• Assisted in providing necessary audit schedules for quarterly re views and annual audits Financial Auditor Baker Tilly Virchow Krause, LLP, Minneapolis, MN
• Provided audit and assurance services for publicly traded and private clients ranging from $1
million to $1 billion in annual revenues
• Assisted in obtaining all necessary audit work papers and documentation including researching and documenting facts and findings
• Assisted in the calculation of the going-concern value and the issuance of the going-concern
opinion
• Increased a working knowledge of U.S Generally Accepted Accounting Principles (GAAP) and
accounting procedures
• Developed strong interpersonal communication skills by having direct interaction with clients
