Professional, NACVA-compliant valuations for transactions and strategic decisions. Starting at $6,000.
A Calculation of Value provides a formal valuation opinion following National Association of Certified Valuators and Analysts (NACVA) Professional Standards. Perfect for negotiations, partner buyouts, and transactions where professional documentation matters.
A Calculation of Value is a formal business valuation performed under NACVA Professional Standards. It represents a professional opinion of value based on agreed-upon procedures and limited scope, making it more cost-effective than a full Conclusion of Value while still providing defensible, professional results. The limitations typically involve the extent of certain procedures (such as site visits or management interviews) rather than omitting valuation approaches entirely. All Calculations still include consideration of relevant valuation methods.
This engagement type is ideal when you need a credible valuation for negotiations, transactions, or planning purposes, but don't require the highest level of assurance needed for regulatory compliance matters.
The Calculation engagement allows for some limitations in procedures (agreed upon with you in advance), which reduces cost and turnaround time while still delivering a professional valuation that meets industry standards.
All Calculations of Value are performed in accordance with the National Association of Certified Valuators and Analysts (NACVA) Professional Standards, ensuring consistency, credibility, and professional acceptance.
Every Calculation of Value includes thorough analysis using multiple valuation approaches and methods.
This service provides the right balance of professional rigor and cost-effectiveness for most business situations. Note: For regulatory compliance matters, a Conclusion of Value is typically required.
Get a defensible valuation for negotiations when buying or selling a business. Provides professional documentation for lenders and investors.
Establish fair value for partner transitions, buy-sell agreements, and equity restructuring with NACVA-compliant documentation.
Support major business decisions with professional valuation insights for expansion, restructuring, or investment opportunities.
Provide lenders and investors with credible third-party valuation to support financing applications and investment discussions.
Evaluate employee stock ownership plan options with professional valuation suitable for initial planning and feasibility studies.
Establish business value for insurance coverage, key person policies, and risk management planning.
Our streamlined process delivers NACVA-compliant valuations in 7-10 business days.
Define scope, agree on procedures, and establish timeline
Collect financial statements and operational data
Financial analysis, industry research, and application of valuation methods
Draft comprehensive report with CVA review and sign-off
Present findings and provide consultation on results
Most business transactions and planning needs are well-served by a Calculation of Value.
Both are formal valuations under NACVA standards; the key difference is the depth of procedures and level of assurance provided. A Calculation of Value allows for agreed-upon limitations in scope and procedures, making it more cost-effective while still meeting NACVA standards. A Conclusion of Value requires the most comprehensive analysis with no limitations, providing the highest level of assurance for regulatory compliance and business dispute purposes.
Yes, most banks and investors accept Calculations of Value for lending and investment decisions. It provides professional, NACVA-compliant documentation that meets typical due diligence requirements. Always confirm specific requirements with your lender or investor.
Yes, Calculation of Value is ideal for partner buyouts, buy-sell agreements, and equity restructuring. It provides an independent, professional valuation that helps prevent disputes and ensures fair treatment of all parties.
Valuations are opinions of value as of a specific date. While there's no expiration date, most users update valuations annually or when significant changes occur. For transactions, valuations older than 12 months may need updating.
Rush delivery is available for an additional 50% fee. We can typically complete Calculations of Value in 5-7 business days when needed. Contact us to confirm availability for expedited service.
Yes, we offer flexible payment options including 50% deposit with balance due on delivery. For qualified clients, we also offer net 30 terms. Contact us to discuss payment arrangements that work for your situation.
Get a NACVA-compliant Calculation of Value in 7-10 days. Starting at $6,000.