Bull Moose Financial

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    • Mike Bark
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    • Megan Schulz
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  • The Full Moose

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342 North Water Street
Suite 820
Milwaukee, WI 53202
(414) 759-9629
MENU
  • Home
  • Services
    • The Square Deal
    • Business Consulting
    • Business Valuations
  • About
    • Mike Bark
    • Rob Joyce
    • Andrew Witt
    • Meagan Rutkowski
    • Shaun McElhinny
    • Megan Schulz
  • Contact
  • The Full Moose

BUSINESS VALUATIONS

If you're buying or selling a business, or doing estate planning, a business valuation will be necessary. Bull Moose offers two different reports.

Calculation of Value - $2,000

This report is typically used by someone who is considering buying or selling a business, or by someone looking to do some financial planning. While not as comprehensive as an opinion of value, it contains many of the same calculations and renders an accurate business value.

Opinion of Value - $6,000

An Opinion of Value is a comprehensive report that is necessary for gift/estate tax purposes and litigation. It contains everything a Calculation of Value does, but it also goes much deeper into discussions on overall economy, industry economics, and considers valuation using three different approaches.
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A few years ago I decided to take the leap and own my own practice after years as an associate. It was a scary and exciting time. Mike was able to help us obtain financing by providing us with a comprehensive business plan that not only gave me comfort that the business could be a success, but also gave us credibility with the bank. 

Once we were started, Bull Moose handled all of our bookkeeping, payroll and taxes and I've been happy with their pro-active approach. Recently, they suggested we should have the bank look at dropping our interest rate. They did, and it reaped us immediate savings.


Dr. Jon Gruchalski, Willow Dental SC (New Berlin, WI)
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342 North Water Street, Suite 820
Milwaukee, WI 53202
(414) 759-9629

© 2017 Bull Moose Financial