Sample Reports

Excerpted Business Valuation Reports

  1. 1. Basic Snap Shot™ (based on annual revenue and scope limitations)

    Certified Limited opinion of estimated value presented in a calculation report/preliminary report format using the Direct Market Data Method under the Market Approach from market multiples of sales and earnings based on SIC code of comparable companies. Brief basic report provides a single value or range of values.

    Includes the Statement of Facts, Assumptions and Limiting Conditions, and appropriate definitions of value and descriptive information about the subject of the valuation.

    Includes certification signed by accredited business appraiser.

    Click on image of title page below for excerpted sample of actual valuation report.

  2. 2. Certified Comprehensive Snap Shot™ (based on annual revenue and scope limitations)

    Limited opinion of estimated value presented in a calculation report/preliminary report using the Direct Market Data Method and the Private Company’s Transaction Method under the Market Approach from market multiples of sales and earnings based on SIC code of comparable companies. Brief basic report provides a single value or range of values.

    Includes the Statement of Facts, Assumptions and Limiting Conditions, and appropriate definitions of value and descriptive information about the subject of the valuation.

    Includes certification signed by accredited business appraiser.

    Click on image of title page below for excerpted sample of actual valuation report.

  3. 3. Certified Preliminary Report (based on annual revenue and scope limitations)

    Limited opinion of estimated value presented in a calculation report/preliminary report considering selected valuation methods under the Market Approach, the Income Approach or the Asset Approach, based on considerations of scope and purpose for determining procedures included, culminating in a calculated value/limited value, limited in scope for abbreviated or omitted procedures.

    Moderate degree of sustainability, not considering elements of risk analysis omitted from studies of economic and industry factors. Includes the Statement of Facts, Assumptions and Limiting Conditions, and appropriate definitions of value and descriptive information about the subject of the valuation.

    Includes certification signed by accredited business appraiser.

    Other potential scope considerations may apply based on the facts and circumstances of the subject company.

  4. 4. Full Formal Report (based on annual revenue and scope requirements)

    In conformity with NACVA, IBA and USPAP professional standards. Full valuation report considering appropriate indications of value from the Market Approach, the Income Approach and the Asset Approach, culminating in an unrestricted conclusion of value from a weighted synthesis of all the appropriate approaches and methods.

    Includes compensation studies, site visit, clear analysis of company’s strengths and challenges, thorough industry research and analysis, valuation adjustments supported by management interviews, and clear and concise writing.

    Most importantly, the economic, industry and company-specific analysis are all coordinated to support a thoughtful and thorough development of the risk factors to arrive a sustainable capitalization rates.

    Includes the Statement of Facts, Assumptions and Limiting Conditions, and appropriate definitions of value and descriptive information about the subject of the valuation.

    The highest degree of sustainability in cases where credibility and support of the value conclusion is paramount. Appropriate for estate tax, gift tax, income tax and ESOP valuations.

    Includes certification signed by accredited business appraiser.

    Click on image of title page below for excerpted sample of actual valuation report.

Fee Structure for Business Valuation Review Report

Certified Business Valuation Review Report (based on scope and complexity of report under review)

Prepared by certified professional with specific designation in Accredited Business Appraisal Review (ABAR), conferred by The Institute of Business Appraisers (IBA), the pioneering national organization for accrediting business appraisers in North America.

Report is a formal report opining on the credibility of business valuation and appraisal reports, including principal impairments affecting credibility, with specific text references, a signed certification, formal statement of opinion, and the statement of facts, assumptions and limiting conditions.

Suitable for both legal consulting assignments and second opinions to gain perspective, context and an accredited opinion on the credibility of opposing experts or other valuators to determine strengths, weaknesses, opportunities and threats in pursuing litigation or negotiations with opposing parties in buy-sell arrangements.

Includes certification signed by business appraiser accredited in appraisal review.

Click on image of title page below for excerpted sample of actual valuation report.