FORMAL BUSINESS VALUATION WITH WRITTEN REPORT

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"When Might a Business Owner Need to Hire a Valuation Professional?

(5 - 7 min. light read)

Business owners who are:

• interesting in buying a company

• selling their company

• admitting in new partners

• buying out exiting partners

• estate tax purposes

• gift tax purposes

• shareholder disputes

• marital disputes

• other litigation matters

• more...

Who is This For?

ESTIMATED** $ 1,000

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What Does This Include?

• 3+ consultations with valuation expert

• Valuation using all 3 methods: asset-based, market, and income approaches

• Written 25-pg report signed by consultant describing the company background, industry and economic outlooks, methodologies performed and conclusion of value

• Agreement that consultant will defend value to IRS should a situation arise

• Delivered standard in PDF format

( $350 retainer applied to total cost)

** Fee estimated may be lower or higher depending on purpose and if a report is required.

1. 1. Fill out new client form

2. 2. Pay $50 retainer fee

3. 3. Schedule project kickoff call

4. 4. Attend project kickoff call

5. 5. Sign engagement letter

6. 6. Receive secure client portal link to upload documents

7. 7. Upload required information

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Service title

8. Receive project draft to review

9. Schedule mid-project call

How Does It Work ?

CONSULTANT BEGINS MODELING

CONSULTANT FINISHES MODELING

10. Receive final draft

11. Pay remaining balance

12. Receive final deliverable

13. Receive upgrades (if any)

14. Leave a project review

If you are not rerouted automatically to pay the retainer fee and schedule your call, click HERE.

NOTE: "When you click submit, you will automatically be rereouted to pay the retianer fee and schedule your project kickoff call.

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Frequently Asked Questions

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ADDITIONAL RESOURCES: Glossary of Business Terms & Conepts