Broker Price Opinion
Market Approach for Financial Planning. This report is Compliant with the highest standards but has restricted uses.
Business Valuation
USPAP-Compliant Reports that focus on the most critical information without overwhelming you with details.
Certified Appraisal
Comprehensive valuation when the report may be challenged in court and intended for Client and Other Parties Use.
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Valuations Completed
Types of Business Valuations
A Complete Appraisal is a thorough and highly detailed evaluation of a business, which takes into account every aspect of the business and documents the methods and assumptions used to reach the final value determination. It is recommended for situations where the valuation may be challenged, such as in a legal dispute.
Complete Appraisal
Compehensive valuation when the report may be challenged in court.
The Summary Appraisal provides a concise valuation of your business assets. We conduct the same analysis as in a Complete Appraisal but focus on delivering only the most critical information, giving you the big picture without overwhelming you with details.
Summary Appraisal
A complete analysis that summarizes the most essential information.
This USPAP Restricted Use Appraisal report is designed for when the intended user(s) are not sharing the information with outside parties. This report should be considered for those transactions involving the sale of 100% of the company and can be formatted as SBA-compliant for 504 and 7(a) Loans.
Restricted Use
Compliant with the highest standards but not to be shared with outside parties.
A Value Calculation is NOT an appraisal because the appraiser is not coming to a conclusion of value but merely a calculation based on a limited amount of investigation and due diligence. Although a calculation of value does not meet USPAP or IBA standards, it can be a helpful tool for business owners or professionals.
Calculation of Value
A calculation of value for business planning purposes or preliminary litigation matters of a potential sale.
Frequently Asked Questions
When Business Appraisals should be considered?
Business Appraisals (or valuations) are intended to help you make more data-driven decisions concerning Estate Planning, Gift Tax, Income Tax, Buying a Business, Selling Your Business, Partner Buy-Out, Partnership Disputes, Divorce Purposes, ESOP, SBA/Bank Financing, Startup Valuations.
What Standards and Certifications do your reports comply with?
How is the scope of the valuation determined?
What is included in a Valuation Report?