Valuation Services

Why a Confidential Business Review?

The CBR (Confidential Business Review) is an Executive Summary Report of the business that accurately shows calculations used to arrive at an opinion of the full value of the business.  The CBR or Business Valuation requires in-depth research; extensive knowledge and ethical evaluation methodology for the sale of a business; succession planning; buying a business; employee buy-outs; insurance or refinancing a business and estate planning.  The CBR is a CONFIDENTIAL report that includes these components:

  • Overview of the company: Type of business, business history, market analysis, including competitors, growth plan with SWOT analysis of improving or declining in revenues and earnings, general description, and location of business.  Specific demographics.  Hours of operation, number of employees and other operating details should be included.
  • List of assets to be included (i.e., inventory, equipment, fixtures).
  • Financial information includes balance sheet and profit and loss statements for the past five years and notes about any adjustments to stated earnings that reflect the seller’s discretionary earnings incorporated in the profit and loss reports. Copies of tax filings should be provided to verify information in the business financial documents.
  • Details of the mortgage or lease/leases at property(ies) where the business is conducted, or terms by which the property can be purchased if owned by the seller and offered in connection with the business exit plan (i.e. sales of business).
  • Marketing information should describe customer base, methods of marketing, competition and trends in the industry that might impact exit planning (i.e. sale of business).
  • Personnel information includes roles of employees, key employees that are critical to business, compensation packages and information about any written employment agreements.
  • Details of the franchise agreement, if business is a franchisee.
  • Explanation of reason for sale, as appropriate.
  • Sell price and terms of seller financing, if any.
  • Seller commitments offered, such as, non-compete; training and transition agreements.

Traditionally it is provided to qualified prospective purchasers of companies, under an NDA, with sell price of the business. (A CBR that discusses a business for sale should NOT be handed to any interested parties unless qualified as legitimate potential buyers by the Certified Business Intermediary/Advisor representing the seller). The Confidential Business Review is a service to the Business Owner (Seller) that will define and clarify the details of the value of the business and will often lead to a higher selling price.  The Confidential Business Review is designed to clarify and give accurate account of the business to reduce the potential of the transaction failing or even future litigation. The Confidential Business Review will assist the Buyer with justifications for the selling price.

Contact Mike Lohbeck, CBI via Phone at: (513) 200-0247, or via email:

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Contact Us

Contact us today to discuss business planning & development to grow your business; Confidential business valuation; succession planning; selling a business or buying a business.

Phone: 513-200-0247

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