TESTIMONIALS

“Sun has prepared numerous valuations for my clients over the years. When I entrust Sun with my client’s valuation needs, they make a detailed process seamless and inform everyone of the step-by-step process business valuations require. My clients have always been at ease when working with Sun and I highly recommend their work.”

“I know my clients are in good hands with Sun. They always work directly with management and certified valuation professionals. Sun’s certified valuation team walk each client through a detailed questionnaire and take the time to review company financials in depth.”

“I requested the service of Sun for a shareholder buy-in. I was impressed right from the start with my initial conversations with Sun’s valuation team. They explained the process to me in detail, clearly conveyed what information I would need to provide, and were willing to make themselves available to fit into my hectic schedule. Sun’s careful and detailed analysis provided me with the tools I needed to move forward with my business’ evolving structure.”

“I was impressed with the knowledge that Stephen and Jessica had about my industry. They knew exactly what questions to ask in order to address key elements that drive value within the firm. Once the report was complete, they reviewed the report in detail with us so that we understood every aspect of the methods utilized. Sun provided an invaluable service to us and I would gladly recommend them to other business owners in need of a valuation for any purpose.”

“We used Sun to determine the valuation of our firm to attach to our certificate of value in our partnership agreements. We had Sun present the valuation report to our entire management team. It helped us all get on the same page. We even agreed to have Sun update the valuation for us on an annual basis.”

“Sun makes sure to put the needs of their clients as a top priority. All engagements begin by understanding each client’s specific valuation need, keeping special circumstances in mind, and always providing a detailed and thorough report in a timely fashion. I would recommend Sun’s services without reservation.”

“We have used Sun Business Valuation’s services for a half dozen shareholder disputes that our clients have been involved in. Sun’s ability to document the fair market value of a firm and provide detailed back-up that supports their findings has been invaluable in settling these disputes.”

“I have used many valuation firms and have never found a company that provides the custom service level of Sun Business Valuations. While many firms create boiler plate templates, Sun composes detailed and individually tailored reports that truly capture the valuation purpose at hand. I will continue to use Sun for my client’s valuation needs.”

“I had a silent partner that we needed to buy-out. We had been banging heads for months as my former partner was insisting on an outlandish value. Sun’s ability to prepare an understandable valuation using a wide variety of valuation approaches and supporting the conclusions was the key to getting our buyout resolved.”

“We work with many of our clients in developing Stock Incentive Programs to help retain key management. Sun has conducted many valuations for my clients for this purpose over the past 3 years and in all cases our clients were very appreciative with their work.”

“I am the founder and majority shareholder of a small manufacturing company in CA.  I made a decision to donate some of the stock I hold to a charity and needed to have the company appraised to determine the amount of the tax deduction.

I searched for a company whose main line of business was appraising small companies such as mine. I found a lot of companies that could do an appraisal but it was within a laundry list of other business services they provide. When I found Sun Business Valuations I was overjoyed to find a company that focuses only on appraisals.

From the first introduction phone call with the managing partner Stephen Goldberg to receiving the final report from Tom Theurkauf, a partner in the firm, every step along the way was professional and efficient. After providing the necessary financial information to them and a brief conference call to answer questions, I received the final appraisal report in just a few days followed by the completed IRS form 8283.

And more importantly I agreed with the valuation and the method they used to determine it.

I highly recommend Sun Business Valuations.”

“Our Company hired Sun Business Valuations to determine the fair market value of our stock. Sun’s team took us through a detailed questionnaire to fully understand all aspects of our operations and uncover the intangible risk factors and value drivers. Sun identified areas in which our firm needed improvement and the elements that separated us from our competitors. The valuation served as a good check point for our management team to understand the health of our business and plan for future growth.”