CFOBIZPRO
Small Business Consulting
CFOBIZPRO
Small Business Consulting

Are You a Small Business Owner?

Ever Wonder What Your Company is Worth?

Let Us Help You Understand Your Company Value 
and Plan a Roadmap to Success!!!
Download our free Business Valuation Assessment Model 
and get your valuation letter in minutes!
Have You Ever Thought About Selling Your Business?

Ever Wonder What Your Company May Be Worth?

Let Us Help You Understand Your Value
 and How to Maximize It!
Have You Ever Thought About Selling Your Business?

Ever Wonder What Your Company May Be Worth?

Let Us Help You Understand Your Value
 and How to Maximize It!
Are You a Small Business Owner?

Ever Wonder What 
Your Company is Worth?

Download Your Free Business Valuation Report Today!

Free Business Valuation Assessment Model

Our free valuation model is simple, easy to use and will generate a business valuation assessment report within minutes.  

This assessment letter is typically sold for $1,000, however we are offering it free of charge for a limited time only!

Get A Free Business Estimate of Value
We have valuation multiples for over 200 industries.

Fast

Enter your email and download the file.
Nothing else required.

Easy

Just enter your revenue and net income and any personal / discretionary expenses you may run through your business.

Secure

Download the model and it's yours.  You keep your data.  We don't see it; we don't get it.

Product Options

We offer a variety of valuation reports to best suit your needs and budget.  Our reports range from condensed valuation assessment reports to fully compliant American Institute of Certified Public Accountant (AICPA) Calculation, Summary and Detail Reports.  

We also specialize in creating custom financial models to forecast and analyze any industry and company, including custom models for start-ups, real estate companies, hospitality, merger & acquisition, and many more advanced Excel modeling reports.
Do you know the #1 reason business sellers sell for so much less than they want?
Owners do not give themselves enough time to plan their sale.
The Most Common Overlooked Mistakes Include:

1. Poor Financial Statements
2. Lack of a Professional Valuation
3. Failure to Prepare a Proper Plan
4. Slow or Negative Growth

We provide experienced, professional, strategic consulting services
that maximize value for small businesses.
What do you think your company is worth?
$100,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $2,000,000
$2,000,000 +
7 Tips to Increase Your Company Value
1. Clean Up Your Company Financials
Ensure that you have 3 years of clean financials supported by reconciled bank statements.  Make sure they match your tax returns.  Clean financials will help facilitate a smooth transaction, pass due diligence and position the sale for bank financing.  Businesses that qualify for bank financing provides sellers with a greater chance of getting cashed out.
2. Determine the Value of Your Company
Get a professional 3rd party valuation that provides a realistic fair market value estimate of your company.  This will serve as a marketing report that communicates to buyers that you are serious about selling and have invested in a sophisticated service to assess and analyze your company.  The more professional your report looks, the more professional you look.
3. Prepare Your Exit Plan
Determine your goals and timeline.  Delegate responsibilities and automate your business as much as possible so that it does not rely on any key employee, and reduces reliance on you.  Additionally, understand your current value and your target value, and map out an executable plan to achieve your target value.  Diversify your customer composition; avoid overconcentration of just a few customers.
4. Continue to Grow Sales, Don't Regress
Focus on making sure your sales and profitability trends continue to grow.
5. Maintain Your Assets
Ensure your assets are up to date with service and repairs, and that your facility and operations are in compliance with regulations, permits and codes.  Deferred maintenance and compliance issues will either lead to closing concessions and a lower sale price, or a cancelled transaction.
6. Have Your Contracts and Legal in Order
Ensure your contracts are secure, complete and ready to transfer if necessary.  Determine whether you are better suited for an asset sale or a stock sale, understand the difference and pros and cons of both.  Be sure any satisfied liens have been cleared and legal issues are resolved.  Review your facility lease and understand the assignment clauses.
7. Consult Your Tax Advisor
Once you have an idea of your estimated company value, consult your tax advisor to determine your potential tax effect.  Understand potential taxes on capital gains as well as possible depreciation recapture that may apply.  Additionally, you may qualify for certain tax deferral programs.
Who We Are
CFOBIZPRO is a division of Integrity Valuations, Inc.  As a business valuation and consulting firm, we have helped over hundreds of satisfied, happy customers navigate through complex business obstacles.  The firm is led by Mr. Robert Rodriguez.  He has personally sold over 300 businesses and been involved in over 500 transactions, formally appraised over 100 businesses and calculated value estimates of over 1,000 businesses, and consulted with parties on lease negotiations, corporate structure, partnership agreements as well as other advisory services. 

Mr. Rodriguez is an expert in business sales and transactions, as well as business valuations. He has been consulting with and helping small businesses for over 20 years. He holds the following licenses:

-California Certified Public Accountant (CPA) (inactive) license since 2003
-American Institute of Certified Public Accountants
(AICPA) Accredited in Business Valuation (ABV) 2011
-California Department Real Estate Salesperson license (Agent) since 2003
He has also served as CFO of various start up and early stage companies, and been retained as an expert in numerous cases related to business sales, contracts, leases and partnership disputes. 

Fluent in Spanish, Mr. Rodriguez has also provided integral services to the Latino community.

Life is Better When You Know What You are Worth

Full Suite of Services

Business Valuation

    -Prepare for Business Sale or Exit
    -Internal Buy/Sell Arrangements
    -Partnership Disputes
    -Divorce
    -Estate & Gift Tax
    -Detail and Summary Valuation Reports
Consulting services

    -Business Strategy / Strategic Planning
    -Real Estate
    -Contracts
    -Corporate Formation / Start-Ups
    -Budget & Forecasting Modeling
    -Liquor License Consulting (California Only)
 
litigation
support
Expert Witness Testimony and Consulting
    -Contracts and Leases
    -Business Sales and Practices
    -Business Valuation
    -Forensic Accounting
    -Deposition and Court Testimony
contact@cfobizpro.com

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2245 E. Colorado Blvd. #104-458, Pasadena, CA 91107
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