VALUATION NEED
Explore financing or sba lending valuation firms
Financing-related valuation requirements depend on the lender, program, transaction and current controlling guidance.
Any-match services: sba or business valuation
When it may be relevant
- — A lender requests or expects a business valuation
- — A financed change of ownership is being considered
- — The transaction may involve SBA loan procedures
What to ask a provider
- — Has the lender confirmed the current requirements for this transaction?
- — Who may engage the valuator and what deliverable is expected?
- — How are lender questions or revisions handled?
What remains engagement-specific
- — Applicable program and current lender instructions
- — Required qualifications and independence
- — Whether separate real-estate or other appraisal work is needed
Educational information only. Requirements vary by engagement and intended user; confirm them with the relevant lender, regulator, court, tax adviser, counsel or other relying party.
