Business Appraisals

We offer Conclusion of Value and Calculation of Value Reports

Prepareing report. Blue graphs and charts. Business reports and pile of documents

We offer two different Business Valuation Reports


  • Tax transactions
    • Gift and Estate​
    • Tax Liens
  • Divorce​
  • SBA Acquisition Loans
  • Bankruptcy
  • Partner Dispute
  • ESOP's
  • Buy-Sell Agreements

Report Details

  • Conclusion of Value - Court-defensible report where it applies all three methods of valuation
  • 50-80 pages
  • In-depth analysis of the Company, industry, and economy.


  • Management Consulting Purposes
  • Assisting an Owner or Broker to establish a Selling Price
  • Estate Planning
  • Divorce​ - Non-litigation
  • Grow your Business
  • Get a Second Opinion!

Report Details

  • Calculation of Value - The appraiser is not coming to their own "conclusion of value"
  • Cost-effective
  • 25-50 pages
  • Agreed upon methods of valuation
  • Access to market comparisons within four different private transaction databases

Our Business Appraisal Features

Our Business Appraisal Features


NACVA Certified

Excellent Customer Service

Competitive Pricing

Experienced Professionals – Valued over a 1,000 businesses

Our Business Appraisal Process

Our Business Appraisal Process



  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 client
  2. Finalize invoice


Send Final Report to Client