Valuation Engagement Pricing

Based on a single entity, single location, single revenue stream business:

30-Minute Consult:  FREE

Introduction:  This consultation period is used to help the analyst understand the Client's needs and to determine what type of Valuation Engagement is required.  It covers some basic valuation theory and sets some time parameters with regard to the Client's timeframe.  This is all about the big picture and defining the Client's purpose for a valuation. 

Quick Review:  was $995    now $795*

Oral Report:  This is for Clients looking for a broad range in estimated value for the entire business based on the Standard of Value, the Premise of Value and the purpose of the Valuation Engagement.  Clients can take this information to determine if they need to move forward with something in writing.  The Analyst will review the Client's survey and complete a quick Income & Market analysis along with applying any industry rules of thumb.

Required:  Business Valuation Questionnaire** (to give the Analyst some primary data) plus some financials

Letter of Opinion:  was $1,600     now $1,400*

Opinion Letter (1-page/no report):  This is for Clients looking for an estimated value for the entire business based on the Standard of Value, the Premise of Value and the purpose of the Valuation Engagement and need only a single one-page letter of opinion without all the supporting documentation.  The Letter may be needed for a board meeting, getting shareholders on the same page, or for assessing if further reporting is necessary.  The Analyst will review the Client's survey and complete an Income & Market analysis along with applying any industry rules of thumb.

Required:  Business Valuation Questionnaire** plus previous 5 years of Profit & Loss Statements and 5 years of Balance Sheets

Brief Summary Report (Restricted):  was $3,400      now $2,900*

Generally a 30+ Page Written Report:  This is for Clients looking for a more precise estimate of value for the entire business.  This report is typically used for internal discussions among stockholders or legal counsel and can set the basis for a more in depth study.  This restricted report DOES NOT include site visit, a national or local economic review nor an industry review.  It also DOES NOT include an industry ratio analysis.

Required:  Business Valuation Questionnaire** plus previous 5 years of Profit & Loss Statements and 5 years of Balance Sheets

Full Summary Report:  was $4,700    now $4,000*

Generally a 70+ Page Written Report:  This is for Clients looking for a more precise estimate of value for either the entire business or a specified percentage of the business.  This report INCLUDES an industry ratio analysis and covers at least two Market Approach methods. This report is typically used for legal arguments for divorce dissolution and shareholder disagreements.  This report DOES NOT include a national or local economic review nor an industry review.

Required:  Business Valuation Questionnaire** plus previous 5 years of Profit & Loss Statements and 5 years of Balance Sheets

Detailed Report:  was $9,000    now $8,000*

Generally a 100+ Page Written Report:  This is for Clients looking for a very comprehensive report with a precise estimate of value for either the entire business or a specified percentage of the business.  This report INCLUDES an industry ratio analysis and covers at least three Market Approach methods. This report also INCLUDES a national & local economic review and an industry review where applicable.  This report is typically used for legal matters requiring a significant amount of background research.

Required:  Business Valuation Questionnaire** plus previous 5 years of Profit & Loss Statements and 5 years of Balance Sheets.  Management interviews may also be required.

Add-on:   Site Visit (does not include transportation costs)   was $1,200    now $1,000*
Add-on:   Guideline Public Company Method   was $900    now $750*

Disclaimer:  The valuation estimate or Conclusion of Value will be based upon future earnings projections that may or may not materialize.  Analysts do not provide assurance on the achievability of the results forecasted because events and circumstances frequently do not occur as expected; differences between actual and expected results may be material; and achievement of the forecasted results is dependent on actions, plans, and assumptions of management.

*Fees:  These fees do not include any out of pocket expenses relating to travel if the Client deems a site visit is necessary.  Fees are not contingent on the outcome of the engagement.  Any additional time requested by the Client beyond the report requirements listed above, will be bill at the Analyst's normal hourly rate of $275 per hour, and court and deposition appearances will be billed at $375.00 per hour in four-hour increments for each half-day session.

**Business Valuation Questionnaire:  This questionnaire is to be completed by the Owner, Seller, Broker or Attorney. If an Analyst is required to interview management and/or owners to compile this information, the Client will be billed at the Analyst's normal hourly rate of $275 per hour. Typically this data can be gathered within 2 to 3 hours.

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