SBA Business Valuation

Klaris, Thomson & Schroder, Inc. (KTS) is a leading source for SBA business valuations and machinery and equipment appraisals.  We work closely with SBA lenders in performing SBA compliant valuations of closely-held businesses for 7(a) and 504 financing purposes.

Our firm offers extremely competitive fees and with fast turnaround times of 7 to 9 business days on standard valuations, and turnaround times of 3 to 5 business days for rush valuations.

We provide independent valuations to satisfy requirements necessary for successful financing. KTS’ professional opinions consistently withstand the scrutiny of the Small Business Administration (SBA).

Our firm is comprised of professionals with extensive valuation experience with small business valuations and SBA financing, across a wide range of industries, including:

  • Restaurants
  • Healthcare
  • Retail
  • Service
  • Franchises
  • Automotive
  • Wholesale
  • Manufacturing

Per SBA guidelines as set forth in Standard Operating Procedures (SOP) 50 10 5(J), a “qualified source” consists of appraisers holding one of the following designations:

  • Accredited Senior Appraiser (ASA)
  • Certified Business Appraiser (CBA)
  • Accredited in Business Valuation (ABV)
  • Certified Valuation Analyst (CVA)
  • Business Certified Appraiser (BCA)

It is important to note that CPAs are still not considered a “qualified source”, unless they also possess the ABV designation.

KTS’ has a large staff of valuation professionals that hold the Accredited Senior Appraiser (ASA) designation from the American Society of Appraisers, in the business valuation discipline. The depth of our certified valuation professional staff allows us to achieve quick turnaround times and to accommodate a large volume of work, at any given time.