Certified Business Valuations From $499. Select Your Valuation Type and Pay Securely Online

What are your valuations used for?
  • Internal Purposes - e.g. Strategic or Exit Planning
  • Basic Gift & Estate Plans, Internal Sales, 409a Safe Harbour, SBA Loans
  • Complex Gift & Estate Plans, External Sales, 409a, Financial Reporting, SBA Loans
  • ESOP / Litigation / Divorce / Disputes
How long does your valuations take

Our Valuation delivery depends on the report that you purchase. From 5 - 9 business days after the receipt of all info.

What documents do I need to provide for the valuation?
For the valuation we request the below (or let us know if not available/relevant):

1.  5 years (minimum 3 years, or since company inception if a lesser time frame) of historic financials (may they be accountant prepared, reviewed, unaudited, or audited).
 
2.  tax returns for the same period as the financials above.

3.  financials for the a) year-to-date period and b) last-twelve-month to the preferred valuation date.

4.  Depreciation schedules.

5.  Future projections/forecasts if relevant/available. Include relevant comments and justification.

6.  A valuation questionnaire which will serve a key input for our analysis.
How to purchase a valuation now?

Scroll down and seleect your valuation type then click the Buy Now button on the relevant column for your report type. Pay Online with your credit card (stripe protected purcahe). You´ll receive an email with relevant information after purchase.

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    After Purchasing Your Valuation You´ll Receive an Email With Relevant Information For Your Report

    BRONZE

    $ 499

    INDICATIVE VALUATION REPORT

    Internal Purposes - e.g. Strategic or Exit Planning
    • 1. Delivery - up to 5 business days after the receipt of all info
    • 2. Up to 50 pages
    • 3. Internal audience
    • 4. Can be used in litigation
    • 5. Capital structure - Common equity, bank/shareholder loans
    • 6. Compliant with IRS revenue ruling 59-60
    • 7. USPAP compliant
    • 8. Certified and signed by an experienced practitioner
    • 9. Completed and reviewed by well trained staff
    • 10. Considers and applies, when relevant, all 3 valuation approaches (income, market, asset)
    • 11. Applies multiple cost of capital estimates - limited to 3
    • 12. Executive summary
    • 13. Statement of limiting conditions
    • 14. Valuation exhibits
    • 15. Glossary
    • 16. Table of contents
    • 17. Company review
    • 18. Industry review
    • 19. Economic review
    • 20. Discussion of valuation approaches and types of discounts
    • 21. Discussion of the application of valuation approaches and discounts
    • 22. Conclusion
    • 23. Email support
    • 24. Zoom/Phone support
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    SILVER

    $ 999

    BASIC VALUATION REPORT

    Basic Gift & Estate Plans, Internal Sales, 409a Safe Harbour, SBA Loans
    • 1. Delivery - up to 6 business days after the receipt of all info
    • 2. Up to 100 pages
    • 3. Internal and external audience (with little/no litigation or review risk)
    • 4. Can be used in litigation
    • 5. Capital structure - common equity, bank/shareholder loans
    • 6. Compliant with IRS revenue ruling 59-60
    • 7. USPAP compliant
    • 8. Certified and signed by an experienced practitioner
    • 9. Completed and reviewed by well trained staff
    • 10. Considers and applies, when relevant, all 3 valuation approaches (income, market, asset)
    • 11. Applies multiple cost of capital estimates - limited to 3
    • 12. Executive summary
    • 13. Statement of limiting conditions
    • 14. Valuation exhibits
    • 15. Glossary
    • 16. Table of contents
    • 17. Company review (condensed)
    • 18. Industry review (condensed)
    • 19. Economic review (condensed)
    • 20. Discussion of valuation approaches and types of discounts (condensed)
    • 21. Discussion of the application of valuation approaches and discounts (condensed)
    • 22. Conclusion
    • 23. Email support
    • 24. Zoom/Phone support
    Buy NOW
    GOLD

    $ 1,599

    SUMMARY VALUATION REPORT

    Complex Gift & Estate Plans, External Sales, 409a, Financial Reporting, SBA Loans
    • 1. Delivery - up to 8 business days after the receipt of all info
    • 2. Up to 150 pages
    • 3. Specifically listed individuals who are also the only persons allowed to use it in litigation
    • 4. Can be used in litigation but only by specifically listed individuals
    • 5. Capital structure - common equity, bank/shareholder loans
    • 6. Compliant with IRS revenue ruling 59-60
    • 7. USPAP compliant
    • 8. Certified and signed by an experienced practitioner
    • 9. Completed and reviewed by well trained staff
    • 10. Considers and applies, when relevant, all 3 valuation approaches (income, market, asset)
    • 11. Applies multiple cost of capital estimates - expanded to 6
    • 12. Executive summary
    • 13. Statement of limiting conditions
    • 14. Valuation exhibits
    • 15. Glossary
    • 16. Table of contents
    • 17. Company review (expanded)
    • 18. Industry review (expanded)
    • 19. Economic review (expanded)
    • 20. Discussion of valuation approaches and types of discounts (expanded)
    • 21. Discussion of the application of valuation approaches and discounts (expanded)
    • 22. Conclusion
    • 23. Email support
    • 24. Zoom/Phone support
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    PLATINUM

    $ 2,299

    FULL VALUATION REPORT

    ESOP / Litigation / Divorce / Disputes
    • 1. Delivery - up to 9 business days after the receipt of all info
    • 2. 150+ pages
    • 3. Internal and external audience, including for litigation or when likely to be reviewed by others
    • 4. Can be used in litigation by a broad range of professionals
    • 5. Capital structure - common equity, bank/shareholder loans
    • 6. Compliant with IRS revenue ruling 59-60
    • 7. USPAP compliant
    • 8. Certified and signed by an experienced practitioner
    • 9. Completed and reviewed by well trained staff
    • 10. Considers and applies, when relevant, all 3 valuation approaches (income, market, asset)
    • 11. Applies multiple cost of capital estimates - full at 12
    • 12. Executive summary
    • 13. Statement of limiting conditions
    • 14. Valuation exhibits
    • 15. Glossary
    • 16. Table of contents
    • 17. Company review (full)
    • 18. Industry review (full)
    • 19. Economic review (full)
    • 20. Discussion of valuation approaches and types of discounts (full)
    • 21. Discussion of the application of valuation approaches and discounts (full)
    • 22. Conclusion
    • 23. Email support
    • 24. Zoom/Phone support
    BUY NOW

    Reach Out if You have Specific Questions About Your Valuation Type

    Is my purchase protected?

    Yes our purchase provider is stripe. Your contact details and credit card ble

    How long does your valuations take

    Our Valuation delivery depends on the report that you purchase. From 5 - 9 business days after the receipt of all info.

    What documents do I need to provide for the valuation?
    For the valuation we request the below (or let us know if not available/relevant):

    1.  5 years (minimum 3 years, or since company inception if a lesser time frame) of historic financials (may they be accountant prepared, reviewed, unaudited, or audited).
     
    2.  tax returns for the same period as the financials above.

    3.  financials for the a) year-to-date period and b) last-twelve-month to the preferred valuation date.

    4.  Depreciation schedules.

    5.  Future projections/forecasts if relevant/available. Include relevant comments and justification.

    6.  A valuation questionnaire which will serve a key input for our analysis.
    How to purchase a valuation now?

    Scroll down and seleect your valuation type then click the Buy Now button on the relevant column for your report type. Pay Online with your credit card (stripe protected purcahe). You´ll receive an email with relevant information after purchase.

    Office

    633 West Fifth Street, Los Angeles, CA 90071

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