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For Advisors

 

 

Advisors play an important role in a business valuation.

 

Whether you are a CPA, Wealth Manager, or Other Advisor when considering outsourcing or referring a client to a qualified business valuation specialist, understanding the process is important.

 

 

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Step Two: Engagement

 

* If you are outsourcing a business valuation, the CVA will then obtain the advisor's authorization to proceed

 

* Once this authorization is verified, payment method information will be exchanged and required documentation will be collected, if necessary

 

* One half (50%) of the agreed amount will be initially charged to the preferred payment method. The remaining half (50%) will be charged once the business valuation is complete but before delivery

 

 

 

Step One: Inquiry

 

* Begin by contacting a Certified Valuation Analyst (CVA) 

 

* The CVA will obtain preliminary information concerning the situation and the business in question

 

 

Step Three: Delivery

 

* The CVA will then electronically deliver the business valuation to the advisor accompanied with a paid receipt

 

* A paper copy will be mailled within 1-2 weeks from electronic delivery

 

* The advisor will then receive a survey soliciting feedback about the experience 

National Business Valuation, LLC. is not affiliated with or endorsed by the U.S. Small Business Administration or the United States Government

Member of the National Association of Government Guaranteed Lenders (NAGGL)

Member of the National Association of Certified Valuation Analysts (NACVA)

Member of National Development Association

         ©2025 National Business Valuation, NA.

 

© 2017 by National Business Valuation, LLC.
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