WHY CHOOSE Wiley Financial

PROFESSIONAL SERVICE

The team at Wiley Financial takes pride in providing professional service to all of our clients. We are focused on helping your business thrive and do so with the utmost care, integrity and professionalism.

20+ Years Experience

Wiley Financial Services has over 20 years of experience with a variety of industries ranging from restaurant, biomedical, manufacturing, advisory firms, nurseries, event design firms, IT firms, and many more.

Group 23

Certified

Our firm specializes in providing accounting and appraisals for businesses of all sizes where a full accounting team might not be present or outside help is needed. We provide services from business valuations to CFO analysis.

About

Wiley Financial Services – Accountant in San Diego

Wiley Financial Services is a full-service accounting firm, specializing in Business Valuations and Appraisals, that has over 20 years of experience with a variety of industries ranging from restaurant, biomedical, manufacturing, advisory firms, nurseries, event design firms, IT firms and many more. Wiley Financial is based in Oceanside, CA and we primarily service clients across the Western United States from our San Diego office.

We have helped many businesses with their accounting, appraisals, reporting and valuations and have exhaustive experience in full-cycle bookkeeping, reporting, and tax documentation.

Wiley Financial Services

Business Valuation

Business Valuation

Business valuation is a general process of determining...
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Business Appraisal

Business Appraisal

In order to know what your business is worth you...
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Startup Valuation

Startup Valuation

In order to know what your business is worth you...
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Valuation of Private Companies

Valuation of Private Companies

Valuation of private companies involves complex...
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Restaurant Appraisal

Restaurant Appraisal

Filing of 1120, 1065, 1041, 1040 Federal and state return...
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Machinery Equipment Appraisals

Machinery Equipment Appraisals

At Wiley Financial we provide certified machinery and...
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Asset Appraisal

Asset Appraisal

At Wiley Financial we offer asset appraisal services...
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All Services

All Services

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Curious about the value of your business?

Resources

Capital Gains Tax Calculation
Sum of all capital gains/(losses) for the year
XX
Less: Annual exclusion
(XX)
Aggregated capital gain/(loss)
XX
Less: Capital loss brought forward (if any)
(XX)
Net Capital gain/(loss)
XX
Multiply with inclusion rate
X%
Taxable capital gain*
XX
* Include taxable capital gain with taxable income
Lindsay Wiley

My name is Lindsay Wiley, also known as, Chief Financial Advocate for all businesses that need an appraisal or valuation. My mission is to help individuals and business owners like you, develop the know-how and awareness to understand exactly where your money is coming and going in order to provide accurate appraisals and valuations. At Wiley Financial Services, we’re focused on helping our clients with Business Appraisals and Business Valuations. I’m a Certified Appraiser, Accountant, Financial Consultant, and CFO with 20+ years experience in a wide variety of industries including: restaurants, the biomedical field, IT, manufacturing, design and one strip club (true story). My superpower is my ability to relate to the world through numbers. This allows me to cut through the chaos to find where the cash is in your business and give you the accurate numbers you need.

Lindsay Wiley
CFA

certifications and softwares

FAQ

A business appraisal is a process of determining the value of a business.

It is typically conducted by a professional appraiser who analyzes various factors such as the financial performance, assets, liabilities, market conditions, industry trends, and other relevant information to arrive at an estimated value for the business.

Business appraisals may be used for a variety of purposes, including mergers and acquisitions, sale or purchase of a business, partnership dissolutions, estate planning, taxation, and litigation.

The appraisal report typically includes a detailed analysis of the business, an explanation of the valuation methods used, and a conclusion as to the estimated value of the business.

There are several reasons why you may need a business valuation, including:

Selling or buying a business: If you are selling or buying a business, you will need to determine its value to set a fair price.

Obtaining financing: Lenders may require a business valuation to determine whether or not to provide financing.

Merger or acquisition: A business valuation can help determine the value of the company being acquired or merged with.

Tax purposes: A business valuation can be used for tax planning, estate planning, and gift tax purposes.

Legal disputes: In the case of a legal dispute, such as a divorce or partnership dispute, a business valuation can help determine the value of the business for division of assets.

Financial reporting: If your business is publicly traded, a business valuation may be required for financial reporting purposes.

Overall, a business valuation can provide insight into the financial health and value of your business, which can be useful for decision-making purposes.

A machinery and equipment appraisal is a process of determining the fair market value of machinery and equipment used in a particular industry or business. The appraisal is typically conducted by a qualified appraiser who has expertise in the industry and understands the various factors that influence the value of the machinery and equipment being appraised.

During the appraisal process, the appraiser will consider a range of factors that can impact the value of the machinery and equipment, including the age and condition of the equipment, its current market demand and availability, its productivity and efficiency, and any environmental or safety regulations that may affect its use.

Once the appraisal is complete, the appraiser will provide a report that includes a detailed description of the equipment being appraised, an explanation of the appraisal methodology used, and a final determination of the equipment’s fair market value. This information can be useful for a variety of purposes, such as financial reporting, tax planning, asset management, or asset acquisition and disposition.

The income method of valuation is a method used to determine the value of an asset or business based on its expected future income stream. This method is commonly used to value income-generating assets, such as rental properties, businesses, and investments.

The income method of valuation involves estimating the expected future income generated by the asset and then applying a capitalization rate or discount rate to determine the present value of the income stream. The capitalization rate is used to convert the expected income stream into a present value, while the discount rate is used to account for the time value of money and the risk associated with the asset.

In the case of a rental property, for example, the income method of valuation would involve estimating the future rental income the property is expected to generate and subtracting any expenses associated with the property, such as taxes, insurance, and maintenance costs. The resulting net income is then capitalized by dividing it by the capitalization rate to determine the property’s value.

The income method of valuation is widely used in real estate and business valuation because it provides an objective and realistic estimate of an asset’s value based on its income-generating potential. However, the accuracy of the valuation depends on the quality of the assumptions used in estimating the future income stream and the appropriate capitalization or discount rate applied.

Equity and invested capital are two different concepts used in finance and accounting to describe the funding that a company receives from investors or shareholders.

Equity represents the ownership interest in a company, which is typically held by the company’s shareholders. Equity can come in the form of common shares, preferred shares, or other securities that represent a claim on the company’s assets and earnings. The value of equity is determined by the market value of the shares or securities, and it fluctuates based on market conditions, company performance, and other factors.

Invested capital, on the other hand, refers to the total amount of capital that a company has raised from its investors and shareholders, including both equity and debt. Invested capital includes all the funds that a company has received from its investors, such as the proceeds from issuing shares or bonds, as well as retained earnings that the company has reinvested in the business.

The main difference between equity and invested capital is that equity represents the ownership stake in the company, while invested capital represents the total amount of funding that the company has received from investors and shareholders, regardless of whether it is in the form of equity or debt.

In summary, while equity represents the ownership stake in a company held by shareholders, invested capital represents the total funding that a company has received from investors and shareholders, including both equity and debt.

The DCF (Discounted Cash Flow) model is a financial model used to estimate the intrinsic value of an investment based on its future cash flows. The DCF model estimates the present value of future cash flows by discounting them back to their present value using a discount rate.

The DCF model involves estimating the expected future cash flows of the investment, which can come from a variety of sources such as revenue from sales, rental income, or cost savings. The expected future cash flows are then discounted back to their present value using a discount rate, which represents the rate of return that investors require for investing their money in the investment.

The DCF model requires a variety of inputs, including the expected future cash flows, the discount rate, and the terminal value, which represents the value of the investment at the end of the forecast period. The model also requires assumptions about various factors that could affect the cash flows, such as market conditions, competition, and economic trends.

The DCF model is widely used in investment analysis and valuation because it provides a comprehensive and systematic approach to estimating the intrinsic value of an investment. By using the DCF model, investors can evaluate the potential return on investment and compare it to the required rate of return, which can help them make informed investment decisions.

It is important to note that the DCF model is based on a set of assumptions and estimates, and the accuracy of the model depends on the quality of these inputs. As a result, the DCF model should be used as a tool for informed decision-making rather than as a definitive measure of an investment’s value.

CAPEX (Capital Expenditures) refers to the funds that a company spends on acquiring, upgrading, or maintaining its long-term assets such as property, equipment, and facilities. CAPEX is typically used to acquire or improve assets that will provide benefits to the company over an extended period, often several years or more.

Examples of capital expenditures include the purchase of manufacturing equipment, the construction of a new factory or warehouse, the acquisition of land or buildings, or the installation of new technology infrastructure.

CAPEX is typically considered a long-term investment that is expected to provide future benefits to the company in the form of increased efficiency, productivity, and profitability. As a result, CAPEX is often evaluated based on its potential to generate a return on investment (ROI) over a long period of time.

In financial reporting, CAPEX is often recorded as a separate line item on the company’s balance sheet and is typically depreciated or amortized over the expected useful life of the asset. This depreciation or amortization expense is then reflected on the company’s income statement as a non-cash expense that reduces the company’s taxable income.

A conclusion of value and a calculation of value are two different ways of arriving at a value, and they have different meanings.

A conclusion of value is a statement or an opinion that expresses the worth, significance, or usefulness of something based on a set of criteria or standards. It involves making a judgment or evaluation about something based on subjective factors, such as personal preferences, experience, and intuition. For example, a conclusion of value might be that a piece of art is beautiful or that a certain policy is fair.

On the other hand, a calculation of value is a mathematical process that determines the numerical worth or price of something based on objective data, such as market trends, supply and demand, or financial metrics. It involves quantifying the value of something based on measurable factors. For example, a calculation of value might be the market value of a stock or the net present value of an investment.

In summary, a conclusion of value is a subjective assessment of the worth of something, while a calculation of value is an objective determination of its numerical value.

Make an appointment today to determine which valuation you need.

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