NACVA Professional Standards

Business Valuation Services

Three levels of professional valuation services to meet your specific needs — from strategic insights to comprehensive valuations for regulatory compliance.

Our Valuation Services

Choose the right level of analysis for your specific business needs

Business Value Assessment

Consulting service for directional insights and strategic planning

Starting at $2,000

3-5 days

Best For

  • Internal planning purposes
  • Understanding key value drivers
  • Pre-transaction insights

What's Included

  • Basic financial analysis
  • Valuation estimate range
  • Key value drivers identified
  • Summary report (5-10 pages)
  • 30-minute consultation call
Most Popular
Calculation of Value

NACVA-compliant valuation for planning & negotiations

Starting at $6,000

7-10 days

Best For

  • Planning and negotiations
  • Transaction support
  • Internal decision-making

What's Included

  • NACVA-compliant methodology
  • Industry analysis
  • Comparable company analysis
  • Comprehensive report (15-25 pages)
  • Professional consultation
Conclusion of Value

Highest level of assurance under NACVA Standards

Starting at $10,000

10-14 days

Best For

  • Regulatory compliance
  • Business disputes
  • Partner transactions
  • High-stakes matters

What's Included

  • Highest level of assurance
  • Detailed industry analysis
  • Comprehensive comparable analysis
  • Detailed report (30-60+ pages)
  • 90-minute presentation & consultation

Professional Standards: All services follow NACVA Professional Standards. The Business Value Assessment is a consulting engagement only. The Calculation of Value and Conclusion of Value are formal valuation engagements under NACVA Standards.

Why Choose Our Services

Expert Credentials

CVA and CFP® certified with 15+ years of finance and operational experience

Personal Attention

Every valuation is personally prepared, reviewed, and signed by Dori Morrison

Fast Turnaround

Modern technology combined with professional judgment for efficient delivery

Ready to Get Started?

Get a professional business valuation tailored to your specific needs