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Business Valuation Reports Learn More

Limited Appraisal or Calculation

Just need a basic valuation? Small business? You might want to consider our Limited Appraisal or Calculation. The objective of the Limited Appraisal or Calculation is to provide an approximate indication of value based upon the performance of limited procedures agreed upon by the appraiser and the client.

The limited appraisal is in conformity with the Uniform Standards of Professional Appraisal Practice (USPAP) and is communicated in a summary report (30-40 pages).

The report includes:

  • History & Description of the Company
  • Brief Financial Analysis
  • Valuation Analysis (limited)
    • Asset Approach
    • Income Approach
    • Market Approach
  • Discounts & Premiums
  • Reconciliation of Fair Market Value

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Appraisal in Summary Report

Buy-Out or SBA loan? Tax Motivated but Small to Mid-Size company? This might be the right solution. The objective of the Appraisal is to express an unambiguous opinion of value. In an Appraisal we must use every valuation method that is relevant.

The Appraisal is in conformity with the Uniform Standards of Professional Appraisal Practice (USPAP) and is communicated in a summary report (40-50 pages).

The report includes:

  • History & Description of the Company
  • Economic Analysis
  • Industry Analysis
  • Financial Analysis
  • Ratio Analysis
  • Valuation Analysis
    • Asset Approach
    • Income Approach
    • Market Approach
  • Discounts & Premiums
  • Reconciliation of Fair Market Value

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Appraisal in Full Detailed Report

Tax, Divorce, or Litigation? Fractional Interest Discount Studies? In these cases, we recommend our Appraisal in Full Detailed Report. The objective of the Appraisal is to express an unambiguous opinion of value. In an Appraisal we must use every valuation method that is relevant. We recommend this type of appraisal if a valuation has the potential to go to court and if the appraisal needs to be reviewed by others, such as the IRS for tax purposes.

The appraisal is in conformity with the Uniform Standards of Professional Appraisal Practice (USPAP) and is communicated in a full narrative report (50-80 pages).

The report includes:

  • History & Description of the Company
  • Economic Analysis
  • Industry Analysis
  • Financial Analysis
  • Ratio Analysis
  • Valuation Analysis
    • Asset Approach
    • Income Approach
    • Market Approach
  • Discounts & Premiums
  • Reconciliation of Fair Market Value

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