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Types of Valuations

 

The type of business valuation needed may vary drastically depending on the purpose and intended use of the valuation. Determining the specific purpose will define the type and scope of business valuation required and produced. 

The following is a summary of the types of valuations we offer.  

Conclusion of Value

Comprehensive report using all available and necessary information to produce a conclusion of value on a business. This will utilize all three approaches; Asset, Income, and Market to produce a value.

 

Common Uses: Estate and Tax Planning, ESOPs, Litigation, Divorce

 

Standards: NACVA

 

Price: dependent on the scope of business, contact a CVA

 

Time of Delivery: 30 calendar days from Engagement

Opinion of Value

Report utilizing primarily the Income and Market approaches. Asset approach is used in consultative role only. An opinion of value is required by the SBA's SOP 10 5 (H) as of May, 2015.  

Common Uses: Government Guaranteed Loans (SBA), Investments

 

Standards: NACVA

 

Price: dependent on the scope of business, contact a CVA

 

Time of Delivery: 7-10 Business Days from Engagement

Calculation of Value

Preliminary report utilizing one of the common approaches in valuation. This approach may include Asset, Market, or Income depending on preference and purpose.  

 

Common Uses: Advanced Buy/Sell Agreements, Mediations 

 

Standards: NACVA inspired

 

Price: 975 Dollars

 

Time of Delivery: 3 Business Days

Market Valuation Summary

Initial valuation to review market trends and produce a non business specific value based on market and industry data only. This may or may not include area specific information.

 

Common Uses: Initial Negotiations, First Time Offers, Considerations

 

Standards: NACVA inspired

 

Price: 300 Dollars

 

Time of Delivery: 24 Hours

 

 

 

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