HANDBOOK OF SMALL BUSINESS VALUATION FORMULAS AND RULES OF THUMB

Third Edition

Glenn M. Desmond, ASA, MAI

Bibliographic record and links to related information available from the Library of Congress catalog
Counter
SIC Numbers of Business Types Referred to in This Book

About the Author
About the Technical Editor
Preface
Acknowledgments

How This Book Is Organized

Chapter 1.

     Understanding the Formulas
     Concepts, Terms, and Definitions
     Rules of Thumb Apply to Small Businesses
     Standard Industrial Classification Codes (SIC Numbers)
     Valuation Formulas and Rules of Thumb
     Local Multiplier Ranges May Differ from Those in This Book
     Sample Worksheet
     Valuation Formulas
     Net Equity Value
     Local Multipliers
     Fair Market Value
     Net Revenue and Net Sales
     Annual Owner's Cash Flow (OCF)
     Pretax Cash Flow
     Primary Formulas
     Formula Assets
     Values Expressed in Terms of U.S. Dollars
     Benefits of Using Formulas
     Formulas Are Market-Derived
     Formulas Provide Market Comparison
     Formulas Provide a Uniform Guide
     Formulas Develop a Value Range
     Formulas Are Easy to Use
     Formulas Are Used for Preliminary Value Estimates
     Cautions about Using Formulas'
     Formulas Are General In Nature
     There Is No Single-, All-Purpose Formula
     Not All Businesses Are Salable
     Common Elements That May Influence Value
     Appearance of Facilities
     Cash-Flow Trends
     Competition
     Condition of Merchandise
     Covenant Not to Compete
     Ease or Difficulty of Entry
     Economic Trends: Local, Regional, National, and International
     Industry Condition and Outlook
     Lease Terms
     Location
     Longevity
     Ownership of Premises
     Pricing Policy
     Product Quality
     Repeat Patronage
     Reputation
     Return on Investment and Return of Investment
     Sales Trends
     Special Permits and Licenses
     Large or "Super" Retail Discounters
     Digital, Interactive Video, and Telecommunications Services
     Terms of Sale

Chapter II.
     Developing Stabilized Net Revenue and
     Owner's Cash Flow: An Example

Chapter Ill.
     Industry-specific Formulas with Rules of Thumb
     for 31 Business Types

     Accounting and Bookkeeping Practices
     Apparel Stores
     Appraisal Practices
     Automobile Dealerships
     Auto-Parts Retailers
     Auto Repair Services
     Bicycle Shops
     Bowling Centers
     Car Washes (Coin-Operated and Full-Service)
     Check-Cashing Services
     Coin-Operated Laundries
     Dental Practices
     Drinking Establishments
     Drugstores
     Dry Cleaners
     Fast-Food Establishments
     Fitness Centers
     Flower Shops
     Funeral Services and Mortuaries
     Gasoline Service Stations
     Hair Stylists, Beauty Salons, and Barbershops
     Insurance Agencies and Brokers
     Liquor Stores
     Manufacturers' Sales Agencies
     Newspapers, Weekly
     Optometric Practices
     Printshops, Commercial
     Real-Estate and Business Brokerage Agencies
     Restaurants
     Travel Agencies
     Veterinarv Practices

Chapter IV.

     Rules of Thumb for 47 Additional Business Types

     Answering/Secretarial Services
     Appliance-Repair Services
     Appliance Stores
     Architectural and Engineering Services
     Art and Craft Supply Stores
     Automobile Dealers, Used Cars
     Automobile Rentals
     Bakeries, Commercial
     Bakeries, Retail
     Billboards
     Bookstores
     Camera Shops
     Card and Gift Shops
     Catalog and Mail-Order Houses
     Chiropractic Practices
     Clothing, Men's
     Computer and Software Stores
     Confectionary Stores
     Convenience Stores
     Delicatessens
     Doughnut Shops
     Employment Agencies
     Fabric @Stores
     Garden- and Automotive-Supply Stores
     Hardware Stores
     Hobby Shops
     Home Furnishings Stores
     Ice-Cream Manufacturing Companies
     Ice-Cream and Yogurt Parlors
     Janitorial Services
     Jewelry Stores
     Lawn and Gardening Services
     Lock and Key Shops
     Lumberyards
     Marine Retailers
     Meat Markets
     Motorcycle Shops
     Music and Video Retail Stores
     Musical Instruments and Supplies Stores
     Nail Salons
     Office-Supply Stores
     Pawnshops
     Pet Shops
     Recreational Attractions
     Swap-Meets
     Tire Stores
     Towing Services

Chapter V.
Intangibles and Goodwill Valuation
Chapter VI.
Additional Sources of Information
Chapter VII .
     Glossary