Company Valuation

We Provide the Following Company Valuation Services

• Preliminary Estimate of Value
  

A 2-page snapshot containing a "valuation summary letter" and a one-page financial summary. This letter is limited in scope and requires limited information. It's primarily used for smaller "financial" transactions giving the user an accurate range of value.

• Letter of Opinion
  

Depending on the purpose this report can range between 7 and 25 pages. The final document will contain a formal cover letter outlining the purpose of the opinion and valuation conclusion, followed by supporting financial exhibits.

• Value Analysis
  

A 30 to 35 page financial based valuation summary using general valuation techniques and industry rules of thumb. Should be used primarily for small businesses and for business owners looking for a general range of value.

• Formal Business Valuation (Limited Scope)
  

This limited scope valuation provides a thorough analysis of the Income Statement and Balance Sheet, Common Size Analysis, Comparable Transactions, Industry and Economic Review and is intended for financial buyer transactions.

• M&A Valuation
  

A USPAP Formal Narrative intended for stock valuations, the valuation of large companies and strategic mergers & acquisitions. A complete financial and operational review.

• IRS Revenue Ruling 59-60
  

A USPAP formal narrative intended for litigation, which focuses on US Court Reviews, Cited Court Precedents, and in-depth analysis and research of minority and marketability discounts. Intended for Estate Tax, Gift Tax, ESOP's, Divorce, and any situation requiring litigation.