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