FULL BUSINESS VALUATION WITH WRITTEN REPORT

DETAILS: Formal Business Valuation

The client. The deliverable. The timeline.

Read article:

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

(5 - 7 min. light read)

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Business owners who:

• are selling equity in their company

• buying out exiting partners

• gifting an interest in the company

• admiting new partners

• for estate tax purposes

• selling their company

• for litigation purposes

• shareholder disputes

• 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, market, and income approaches

• written 25-pg report signed by consultant with company background, industry and economic outlooks, methodologies and conclusion of value

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

• prepared by licensed expert

• Delivered standard in PDF format

( $350 retainer applied to total cost)

1. 1. Fill out New Client Form

2. 2. Pay $350 retainer fee

3. 3. Book project kickoff call

4. 4. Have kickoff call

5. 5. Sign engagement letter

6. 6. Receive secure link for docs

7. 7. Upload your documents

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8. Receives Draft Assumptions

9. Book Mid-Project Call

How Does It Work ?

CONSULTANT BEGINS MODELING

CONSULTANT FINISHES MODELING

10. Receive draft analysis

11. Receive draft report

12. Book final review call
13. Make final revisions

14. Pay remaning balance

15. Receive final deliverable

16. Leave review

NOTE: Hit SUBMIT and you will be routed to your retainer fee

NEXT: Pay the $350 retainer fee

LAST: Book your kickoff call.

We are honored to be able to call you a client and look forward to the kickoff call.

If you are not routed automatically to pay the retainer and book the call, click below.

General Questions:

• Do you take clients outside of Atlanta?

• Do we sign a contract?

• Are our discussions confidential?

• Do you require a retainer?

• Do you offer refunds?

• Do you work with other professionals?

• Where can we have our consultations?
  
  
  

Engagement Questions:

• Do you take clients outside of Atlanta?

• Do we sign a contract?

• Do you require a retainer?

• Do you offer refunds?

• Do you work with other professionals?
  

• What is a business valuation?

• When may I want to hire a valuation expert?

• How much does a business valuation cost?

• How long does a business valuation take?

• Does my company structure matter (LLC, C-corp, S-corp, etc.)

• What information is needed for a forecast or valuation?
  Can you help me sell my business? What about buy a business?

Consultation Questions:

• How can I contact my consultant if it is urgent?

• Where can we have our consultations?

• What if I have trouble with my meeting link?

• What if I miss my consultation or education module?
  
  
  

We also offer a Glossary of Business Terms & Concepts. Check it out.

Frequently Asked Questions

We offer a glossary of business terms and concepts every business owner should know. Check it out.

We also publish a Business Consulting Blog which covers business topics related to finance, accounting, and business valuation.

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