Independent SBA 7(a) Business Valuations & Related Machinery & Equipment Appraisals

At Highland Global, we believe a valuation engagement should be clear, efficient, and easy to navigate. Our goal is not simply to deliver a report. Our goal is to provide lenders with a dependable process built on direct communication, experienced judgment, and early identification of issues when they arise.

We are a boutique firm focused on lasting lender relationships. That means your assignment is handled directly by experienced professionals, not passed through layers of junior analysts. Lenders work directly with our experienced appraisers and client liaisons from intake through final delivery.

How the Process Works

1. Initial Contact

The process begins with a quick conversation or email regarding the transaction. We confirm the nature of the assignment, the type of transaction involved, and whether a business valuation, machinery & equipment appraisal, or both may be needed.

2. Simple Intake

We provide a clear document checklist and straightforward intake requirements so the lender and borrower understand exactly what is needed at the outset. Our goal is to avoid confusion, reduce unnecessary back-and-forth, and keep the process moving efficiently.

3. Early File Review

Once documents are received, we conduct an initial review to determine whether the file appears complete and whether there are any issues in the documentation, support, or transaction profile that should be raised early. Many lenders find this especially helpful. If something appears weak, inconsistent, or likely to affect the assignment, we communicate that promptly rather than waiting until the end of the process.

4. Analysis and Report Preparation

After the file is accepted and the required information is in hand, the analysis is completed directly by experienced professionals. Our reports are designed to be independent, well-supported, and responsive to the realities of SBA lending and underwriting. We aim to provide conclusions that are clear, defensible, and useful in the credit process.

5. Delivery and Follow-Up

The completed report is delivered promptly, and we remain available for reasonable follow-up questions. Because lenders work directly with experienced professionals throughout the engagement, communication remains clear and consistent from start to finish.

Why Lenders Appreciate the Process

Direct Access

Clients deal directly with experienced professionals, not a layered analyst structure.

Clear Communication

We keep the process straightforward and communicate directly throughout the engagement.

Early Candor

If we see concerns in the file, we raise them early so lenders are not left guessing late in the process.

Efficient Workflow

A clear checklist, organized intake, and focused communication help reduce friction for both lender and borrower.

Lender-Oriented Reporting

Our work is designed to support underwriting with practical, well-reasoned, and defensible reporting.

A Dependable Resource for the Right Assignment

Highland Global is not trying to be everything to everyone. Our goal is to be a dependable resource when a lender values direct access, experienced judgment, simplified process, and responsive communication. Whether the need involves a business valuation, a machinery & equipment appraisal, or a transaction where early issue identification matters, Highland Global would welcome the opportunity to assist.