ACCURATE | DEFENSIBLE | AFFORDABLE​

White Label Business Valuations.

Your Brand, Our Expertise.

DCF Formula

Let someone else handle the tedious work

Are you a Real Estate or Business Brokerage, CPA or law firm with an occasional request for a business valuation from clients? We do the work with your brand and logo on our reports. 

Kairos Business Advisory offers White Label Business Valuations to professionals and firms who occasionally need to appraise a business for a buy/sell transaction. 

We use standard industry best methodologies to value businesses accurately, affordably, and defensively.

Samuel McLeodSamuel McLeod
23:24 03 May 23
Daniel is very knowledgeable and has done an excellent job of completing Valuations for us over the past couple of years. Daniel’s professional developments and career choices have given him a broad spectrum of understanding in acquisitions from the lender, seller and buyer point of view. Daniel’s professionalism, prompt responses and completion of Valuations on time has made it a pleasure working with him.I highly recommend Daniel’s services for consulting and his expertise in performing Valuations.Sam McLeodCommercial Broker
Perry M. AndersonPerry M. Anderson
14:07 28 Apr 23
We have collaborated with and engaged Kairos on several of our deals. They consistently provide top-level deliverables, prompt response and turnaround times - and overall, are a pleasure to deal with. Highly recommend!
Regan BrownRegan Brown
21:37 27 Apr 23
Dan has been an excellent asset to our team and has provided us with top-tier business valuation services. He is extremely knowledgeable and has a wealth of experience in the field. He has a keen eye for detail and always ensures that we receive accurate and reliable valuations.We have worked with Dan on many occasions, and he has consistently delivered exceptional results. He is professional, fast, and always ensure that our needs, and the need of our clients are met. He has been an invaluable resource to our organization, and we are grateful for his expertise.
alex and katie popovalex and katie popov
02:43 27 Apr 23
We engaged Kairos Business Advisory for a valuation of our business. They were upfront with lots of useful information about the process, the methodology behind it, necessary documents from our side, pricing for the service and timelines. We were pleasantly surprised by how punctual they were in their communication with us, the follow up questions, and the delivery of the final report. Overall - 5 star experience!
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Scope of Work

  1. An in-depth study of financial statements by an expert in small business valuation and transactions.
     
  2. An in-depth study of the industry and unique business situation to determine the value drivers of the business.
     
  3. Re-casting/Normalizing of 5 years of Income Statements to determine the true operating income of the business.
     
  4. A comparative study of business cash flows to benchmarks.
     
  5. Data pull with analysis from Dealstats transaction data (on more comprehensive reports).
     
  6. Enterprise valuation using 3 different methodologies. 2 income and historical comparative.
     
  7. Reports professionally prepared using industry best valuation practices, Uniform Standards of Professional Appraisal Practice (USPAP), and conform to IRS Revenue Ruling 59-60 standards.
     
  8. A concise report of 20 pages or less without non-essential or distracting technical fluff that your client can actually understand.
     
  9. A complete Opinion of Value report with your name, firm name, and logo within 7 business days of receiving all relevant information and answers.

Need Further Customizations?

Customizations from the standard form are available depending on the volume of reports needed per month or at an extra fee. Here are options available:

  1. An in-depth study of financial statements by an expert in small business valuation and transactions.
     
  2. An in-depth study of the industry and unique business situation to determine the value drivers of the business.
     
  3. Re-casting/Normalizing of 5 years of Income Statements to determine the true operating income of the business.
     
  4. A comparative study of business cash flows to benchmarks.
     
  5. Data pull with analysis from Dealstats transaction data (on more comprehensive reports).
     
  6. Enterprise valuation using 3 different methodologies. 2 income and historical comparative.
     
  7. Reports professionally prepared using industry best valuation practices, Uniform Standards of Professional Appraisal Practice (USPAP), and conform to IRS Revenue Ruling 59-60 standards.
     
  8. A concise report of 20 pages or less without non-essential or distracting technical fluff that your client can actually understand.
     
  9. A complete Opinion of Value report with your name, firm name, and logo within 7 business days of receiving all relevant information and answers.

Get In Touch

Drop a note to request a sample report and a no obligation chat if we are a good fit.

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About

Daniel W Tan

Daniel Tan

Valuations, Strategic & Financial Optimizations, M&A Advisor, Operational Optimizations.

Daniel brings with him 19 years of expertise in M&A (merger and acquisitions) deal-making, business valuation, acquisition/startup capital, and business management. He heads Kairos Business Advisory as Principal and is still active in M&A running deals for Quadra Global Capital Corp.

His expertise is offered through Kairos Business Advisory, where he provides unparalleled transaction advisory services. In addition to his commitment to Kairos, Daniel remains actively involved in the dynamic world of M&A, diligently overseeing deals for Quadra Global Capital Corp.

Over the span of his career, he has engaged in a diverse range of deals, encompassing both small and large transactions, with values ranging from $500,000 in main street to $225 million in mid-market deals. His involvement in various aspects of M&A, such as negotiations, financial modeling, capital funding, financial and operational optimizations. 

Scope of Expertise

Business Valuations (Small business, SME, Mid Market)  |  M&A Transaction Advisory  |  Financial & Risk Analysis  |  Business/Financial Optimizations  |  Financial & Management Accounting  |  Financial & Cash Flow Modeling  |  Acquisition Financing  |  Debt & Working Capital Optimizations