completely objective, independent
and professional. Our valuation
of a closely-held business combines financial,
operational and economic analyses into a relevant and
quantifiable representation of the Real Value® of the
Our valuation process translates complex business
valuation theory and terminology into a clear and
understandable appraisal of the market value of your business
based upon current market conditions and completed
transactions of similar companies within the past 18 months.
As a leading market-maker in the healthcare industry and
with specific healthcare transaction experience, Paragon
uses deal specific data to prepare our valuations.
Our valuation process incorporates
financial analysis, current transaction comparables and our
proprietary Market Pulse® real-time market assessment.
Upon completion of our analysis, we will formulate our
opinion based on appropriate comparable transactions and
current market dynamics to provide you with a written
valuation report. Paragon Ventures' valuation report will
provide you with the current range of market value and the
basis for our valuation. We will also highlight and discuss
with you those areas of the business that are either
contributing to or detracting from the valuation.
The valuation will provide you with the information you need to
quietly assess the current market potential of the company and gauge how your
bottom-line results and current strategic direction is valued in the current
market environment. Many healthcare business owners use our barometer of the
company’s value to help with the timing and preparation for a possible merger,
acquisition or sale.
Your business could be worth far more... or less... than you
expect, find out the current market valuation of your
Call Paragon Ventures today at 800-719-1555
for a no-obligation consultation.
Click on each step below for more detail
on our valuation process
Click below to watch Paragon Ventures
Managing Partners, Marc S. Rose and Jonathan Sadock discuss valuation of
After executing a confidentiality agreement we begin
by gathering specific data on the company, its history and performance.
We provide a client valuation checklist and questionnaire to guide the data
collection process on the company's financials, personnel, payors, products,
contracts, business and marketing plans.
We perform extensive market research and updates on
specific industry trends and forecasts, economic conditions, M&A activity,
and competitors to establish industry-specific historical growth,
performance ratios and projected growth. We perform live-market
interviews with pre-qualified, active buyers and investors using our Market
Pulse to provide pro-forma credibility and confirmation of current market
We recast the current year-to-date and prior year end
financials in our adjusted income statement (AIS). The AIS
reflects the business as if it were a wholly owned subsidiary of a larger
company. Recasting includes removing owner compensation, non-recurring and phantom expenses
or extraordinary items which private companies often use for tax benefits.
We review the strategic options available to the
business owner(s). These options often revolve around exit strategies,
short and long term growth opportunities, market dynamics, competitive
landscape and any estate/succession plans.
At this juncture, we review the short- and long-term
benefits of client options, as well as the personal, financial and
If the time is
right for you, your business and the market, we move forward with the
marketing process. If not, we continue to be your eyes and ears to
the M&A marketplace. We stay in touch and compare notes related to the
company and the current market until we identify the right time to make a
Should a client decide not to sell immediately, we
keep the valuation updated periodically, recognizing circumstances may
change. At any point , the client may reconsider and move forward with the
We engage with the Client to begin the actual
marketing process. We prepare our comprehensive Executive Summary that
describes the company, including its history, management team, approach to
the marketplace, and other differentiating strengths.
This critical document provides the foundation for presenting the company in
its very best light to the buyer universe. For a detailed matrix of our process,
If a client decides not to proceed to market
immediately, we agree to update the valuation analysis periodically
following its completion and will take the client to market if they so
decide, when the time is right for them. This allows our clients to continue
to make informed decisions about selling well into the future.