Support your lending decisions and client relationships with independent, professional business valuations for loan underwriting and portfolio management.
of SBA loans require business valuations
in commercial loans requiring periodic valuation
business days average turnaround
regulatory compliance rate
Revenue dependency and diversification analysis
Competitive advantage and barriers to entry
Key person dependency and succession planning
Historical performance and future projections
Meet FDIC, OCC, and Federal Reserve requirements for collateral valuations.
Comprehensive analysis to support credit decisions and portfolio monitoring.
Meet loan closing deadlines with efficient valuation processes.
Independent valuations to support loan approval decisions and appropriate loan-to-value ratios.
Regular valuation updates for covenant monitoring and early warning systems.
Support for workouts, restructurings, and distressed asset valuations.
Track and predict covenant compliance with regular valuation updates.
Identify deteriorating credits before they become problems.
Streamlined annual valuation updates for portfolio monitoring.
| Service Type | Typical Fee Range | Standard Turnaround | Rush Available |
|---|---|---|---|
| SBA Loan Valuation | $3,500 - $7,500 | 7-10 business days | 3-5 days (+50%) |
| ABL Collateral Valuation | $5,000 - $15,000 | 10-15 business days | 5-7 days (+50%) |
| M&A Finance Support | $7,500 - $25,000 | 10-20 business days | 5-10 days (+75%) |
| Annual Update | $2,500 - $5,000 | 5-7 business days | 2-3 days (+35%) |
| Workout/Restructuring | $5,000 - $20,000 | 5-10 business days | 2-5 days (+100%) |
* Pricing varies based on company size, complexity, and scope of analysis required. Volume discounts available for portfolio valuations.
Complete valuation services for SBA 7(a) and 504 loan programs.
Collateral valuations for ABL facilities and monitoring.
Standard SBA valuations are completed within 7-10 business days. For urgent loan closings, we offer rush service with delivery in 3-5 business days for a 50% premium. We understand that delays can kill deals, so we prioritize bank deadlines.
We provide detailed analysis explaining any gaps between purchase price and fair market value. This includes documentation of market conditions, comparable transactions, and sensitivity analysis showing value under different scenarios.
Yes, our reports are designed to withstand regulatory scrutiny. We provide clarifications and additional documentation regarding our valuation methodology and analysis when requested.
Absolutely. We value all types of intangible assets including customer relationships, technology, patents, trademarks, and non-compete agreements. This is especially important for SBA loans where intangible assets often represent significant collateral value.
We maintain strict confidentiality through NDAs and secure data handling. Information is only shared with authorized bank personnel. We're experienced in handling sensitive transactions including competitive situations and internal bank matters.
Annual monitoring includes updated valuation analysis, trend assessment, covenant compliance testing, and risk rating support. We provide abbreviated reports at reduced fees (typically 40-50% of original valuation cost) designed specifically for portfolio management.
Regional bank with $2B in assets needed consistent, compliant valuations for growing SBA portfolio. Previous delays were causing lost deals and customer frustration.
Implemented streamlined valuation process with dedicated bank liaison, standardized reporting templates, and guaranteed turnaround times. Established volume pricing agreement.
Reduced average valuation turnaround from 15 to 7 days. Zero exam findings on valuations. 35% increase in SBA loan volume. 100% on-time delivery over 24 months.
SBA valuations completed
Average turnaround
Exam findings
On-time delivery
Deep knowledge across manufacturing, services, technology, and distribution sectors.
Objective third-party valuations that satisfy regulatory requirements.
Proven track record with regional and national banking institutions.