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.

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