Certified Business Valuations
These certified business valuations are for anyone who needs to make important and accurate financial decisions.
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SBA SOP Compliant
Excellent Customer Service
Competitive Pricing
Fast Turnaround Time
1. Discuss engagement with client
2. Agree on terms (price and turnaround time)
3. Retain
4. Sign electronic engagement letter
1. Upload documents to a share-drive
2. Gather Company background data
3. Conduct industry and economic research
4. Management interviews
1. Financial data
2. Assess all methods of valuation (Asset, Market and Income approach)
3. Identify the most appropriate method
4. Conduct valuation with supporting analysis
1. Send draft report to lender/user of the report
2. Finalize invoice
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Send final report to lender/user of the report
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