A transparent, step-by-step guide to how professional business valuations are conducted. Understand what to expect from engagement to final report delivery.
A professional business valuation follows established standards and methodologies to ensure accuracy, credibility, and defensibility. Our structured process delivers consistent, reliable results you can depend on for important business decisions.
Complies with NACVA, ASA, and AICPA professional standards
Thorough documentation and analysis withstands scrutiny
Streamlined process delivers results in 2-3 weeks
Timeline: 1-2 Days
We begin with a detailed consultation to understand your valuation needs, timeline, and specific requirements.
Timeline: 3-5 Days
Comprehensive collection and review of financial records, legal documents, and operational information.
Timeline: 2-3 Days
Detailed analysis of historical financial performance with adjustments for non-recurring items.
Timeline: 2-3 Days
Research of market conditions, industry trends, and comparable transaction data.
Timeline: 3-4 Days
Application of appropriate valuation methodologies to determine business value.
Timeline: 2-3 Days
Comprehensive report preparation with detailed explanations and quality assurance review.
Timeline depends on business complexity and document availability
Fixed-fee pricing based on scope and complexity assessment
Get started with a free consultation to discuss your valuation needs and learn how our proven process delivers reliable results.