Valuation Engagement Pricing
Based on a single entity, single location, and single revenue stream business.
MOST POPULAR
IRS, BANKS, & LEGAL
Required for Analysis, Letter of Opinion, or Summary Report:
1. Completed Business Valuation Questionnaire*
2. Previous 3 to 5-years Profit & Loss Statements and Balance Sheets
3. If Valuation Date is not end of fiscal year, trailing 12-months' (TTM) financials for previous 12 months leading up to the valuation date (e.g., if the Valuation Date is May 13, 2025, then for the period May 14, 2024 thru May 13, 2025)
4. Signed Letter of Engagement
* Business Valuation Questionnaire:
This questionnaire is to be completed by the owner, seller, broker or attorney. Typically, this questionnaire takes approximately 60 to 90 minutes to complete. If I am required to interview management and/or owners to compile this information, the Client will be billed at my normal hourly rate of $275 per hour.
Add-ons: (upon request only)
National & Local Economy Review $399
Disc. Cash Flow-DCF Forecast Modeling $799
Site Visit (transportation costs not incl.) $799**
Guideline Public Company Method $1,499
Hourly Rate (additional work) $275
Hourly Rate (Courtroom & Deposition) $375
Disclaimer:
The valuation estimate or Conclusion of Value will be based upon future earnings projections that may or may not materialize. I 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 are not contingent on the outcome of the engagement. Any additional time requested by the Client beyond the report requirements listed above, will be billed at my normal hourly rate of $275 per hour, and deposition and Court appearances will be billed at $375.00 per hour in four-hour increments for each half-day session. I cannot serve as a retained, disclosed, or designated trial expert witness without a fully executed Letter of Engagement.
** Site Visit:
If the Client deems a site visit is necessary, site visit fee does not include any expenses relating to travel (see "Travel Expenses" below).
Travel Expenses:
In the event, I am requested to travel for a site visit or for any deposition or Court appearance, travel expenses will be charged. For intrastate engagement within the state of California, travel time will be billed at $150.00 per hour. For interstate engagements within the United States or Canada, travel time will be billed at $1,200 per day for each travel day or any portion thereof and my air fare and hotel cost shall be paid by the Client.
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