Why does the client want a valuation? We want to know who they are and what they are trying to accomplish.
We provide a proposal package with all that is needed to get started.
Once we collect the required information, we take 8 to 10 business days to complete the first draft of the report.
We spend 3 to 4 hours discussing and refining the valuation with our client.
At the client’s request, we prepare the final report and deliver to client.
We spend a significant amount of time with each client to be sure they understand the Valuation Report.
Upon receiving client information, we prepare a financial analysis.
We examine up to 12 different factors that can affect value for each client. These may include location, size, brand, business model, sales activity, multiple year trends and more.
We double check with our client that we have all the facts about the client’s company.
We examine sales activity in the market and determine price and likely terms of a transaction.
Finally, we deliver a first draft of the Valuation Report to the client. Plus, we’ll review the Valuation Report with the client and prepare a final report for delivery.