• Valuations
  • Confidential / Comprehensive Business Reviews (CBR)
  • Country Assessment Models (CAM)
  • Franchise Disclosure Documents (FDD)
  • Benefit Corporation Reports
  • Pending B Corps

Click on the service below to learn more.

Also known as "Broker's Opinions of Value" (BOV) or "Calculation Reports", Russell performs independent valuations for a consulting fee. A valuation includes not only Asset, Income, and Market Valuations but also analysis on Financial Health Ratios.

Note: These valuations are not appraisals, and Russell is not a USPAP certified business appraiser. Russell is also not a CPA.

For Sellers, Russell uses Valuation to guide Seller in choosing an appropriate listing price. An annual Valuation will help prepare for an exit plan to capitalize on the best-selling price.

For Buyers, Russell uses a "benchmark" valuation that compares industry standards among similar businesses to help buyers with limited resources feel confident in identifying purchasing limitations and a financially healthy strategy.

Russell is also happy to perform independent valuations for

  • SBA lenders (who do not need an appraisal)
  • CPA's and accountants (coordinating exit planning strategies for their clients)
  • Lawyers (divorce, succession, injury, foreclosures)
  • Commercial Realtors (who want to try to list the business on their own)
  • Investors (who are comfortable with the business buying process)


* The consulting fee is only credited toward the commission on the sale of a business, excluding the value of the real estate which may be a separately calculated commission fee.

The Confidential / Comprehensive Business Review (CBR) is the single most important document for buying or selling a business. Whereas a valuation might be 20 pages long, a CBR will be 40-70 pages long.

For Sellers, the Confidential Business Review will answer questions asked by potential buyers before they make an offer and enter the due diligence period in order to verify the information provided. Overall, the primary benefits of the CBR are that it presents information about the business for sale in a professional manner and a broad amount of information in a consistent manner over time.

Note: Businesses, on average, take about 230 days to sell, according to Deal Stats Quarterly Reports 2018 and the #2 reason why businesses don't sell are that they don't make it through the due diligence stage, mostly because Sellers are reluctant or slow to disclose important information.

For Buyers, the Comprehensive Business Review is great for those who want to perform pre-due diligence on a business but the Seller is not yet represented and/or the Seller is reluctant or slow to disclose important information needed for analysis. This service also presents the collected information in one whole document and in an easy to read format.

Note: Russell charges a consulting fee to create a CBR before listing any business for sale. This consulting fee is credited toward the commission on the sale of the business* if you list your business for sale with Russell and if the business sells. For buyers, the fee can be credited toward the commission negotiated to be paid by the seller, solely by the buyer, or a combination of the two.

Russell is also happy to create CBR's for investors and Commercial Realtors who would prefer to list their businesses for sale on their own.


* The consulting fee is only credited toward the commission on the sale of a business, excluding the value of the real estate, which may have a different commission.

Country Assessment Models (CAM) are critical and comprehensive reports made for investors that are or may soon become involved in international transactions.

These investors may include:

  • Foreign buyers interested in purchasing or selling a business in the United States
  • US Citizens interested in purchasing or selling a business outside of the United States

Russell charges a consulting fee for creating a CAM, and this consulting fee may be credited toward the commission paid by the seller of businesses (unless a buyer is willing to pay some or all of the commission on the purchase of a business). 

Russell has a MBA in Financial Decision Systems with a Certificate in International Business. Russell is also a Certified International Property Specialist (CIPS), which is a designation offered by the National Association of REALTORS that demonstrates competence and interest in international transactions.

Russell has lived and worked on 3 continents, traveled to +30 countries, and studied 5 languages.

Note: While he is not an expert in the intricacies of doing business in any particular country, Russell's passion for international business ensures a comprehensive approach to analyzing and presenting important information about international business.


* The consulting fee is only credited toward the commission on the sale of a business, excluding the value of the real estate.

The Franchise Disclosure Document (FDD) is required for anytime you sell the "rights" to use the name and likeness of a business that include any unique requirements, particularly requirements of operation and requirements of investment capital. The FDD must be registered with each state's regulator for securities and exchange commission.

Note: Russell charges a *fee for the development of the FDD and will file it for you after it has been reviewed by an attorney who may also file it for you.

*The fee may be credited toward future commission earned on franchise fees.

The Benefit Corporation Report is required for the transparency provisions of benefit corporation legislation.

Note: Transparency provisions serve not only to inform the public about the overall social and environmental performance of the benefit corporation, but also to inform directors so they are better able to meet their duties and shareholders so they are better able to exercise their rights. In a benefit enforcement proceeding, judges may also look to a benefit report, or series of annual benefit reports, to determine if the benefit corporation has met its statutory requirement to meet its general, and any named specific, public benefit purpose.

Benefit corporations must follow the reporting requirements of their state. In Lousiana, benefit corporations must abide by the Benefit Corporations Law.

Pending B Corp status is to help early-stage companies to signal to stakeholders like investors, board advisors, employees, and prospective clients that they were on track to being certified as a B Corp.

Note: B Corp Certification is based on the verified practices and policies of a company over the past year—not what it aspires to do in the future, meaning only companies that have been in operation for at least twelve months are eligible for B Corporation Certification.

To qualify for a one-year term as a Pending B Corp, a company must:

  1. Meet the legal accountability requirement for B Corp Certification
  2. Complete and submit a prospective B Impact Assessment
  3. Sign the Pending B Corp Agreement and pay a one-time fee of $500 to use the Certified B Corp: Pending intellectual property


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