Calculation of Value
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.
Service Highlights
- NACVA-CompliantMeets professional valuation standards
- 7-10 day turnaroundProfessional results when you need them
- 15-25 page reportComprehensive analysis and documentation
- CVA certificationPrepared and signed by credentialed expert
What Is a Calculation of Value?
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.
NACVA Standards Compliance
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.
Comprehensive Analysis & Reporting
Every Calculation of Value includes thorough analysis using multiple valuation approaches and methods.
Your Calculation Report Includes:
Analysis Components
- Company background and history review
- 5-year financial analysis and normalization
- Economic and industry outlook assessment
- Risk assessment and discount rate development
- Application of valuation methods
Deliverables
- 15-25 page professional report
- Executive summary for stakeholders
- Detailed exhibits and calculations
- CVA opinion letter
- 30-minute consultation to review findings
When to Choose Calculation of Value
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.
Business Sales & Acquisitions
Get a defensible valuation for negotiations when buying or selling a business. Provides professional documentation for lenders and investors.
Partner Buyouts
Establish fair value for partner transitions, buy-sell agreements, and equity restructuring with NACVA-compliant documentation.
Strategic Planning
Support major business decisions with professional valuation insights for expansion, restructuring, or investment opportunities.
Financing & Capital Raising
Provide lenders and investors with credible third-party valuation to support financing applications and investment discussions.
ESOP Feasibility
Evaluate employee stock ownership plan options with professional valuation suitable for initial planning and feasibility studies.
Insurance & Risk Management
Establish business value for insurance coverage, key person policies, and risk management planning.
Professional Process, Efficient Delivery
Our streamlined process delivers NACVA-compliant valuations in 7-10 business days.
Our Process
Engagement Planning
Define scope, agree on procedures, and establish timeline
Information Gathering
Collect financial statements and operational data
Analysis & Valuation
Financial analysis, industry research, and application of valuation methods
Report Preparation
Draft comprehensive report with CVA review and sign-off
Delivery & Consultation
Present findings and provide consultation on results
Documents Needed
Financial Information
- 3-5 years of financial statements
- Financial statements (3-5 years)
- Current year-to-date financials
- Accounts receivable/payable aging
Operational Information
- Customer concentration data
- Key contracts and agreements
- Equipment and asset listings
- Organizational documents
Is Calculation of Value Right for You?
Most business transactions and planning needs are well-served by a Calculation of Value.
Choose Assessment if:
- •You need directional insights only
- •Internal planning purposes
- •Budget under $2,000
- •No formal documentation needed
Choose Calculation if:
- ✓Professional valuation needed
- ✓Negotiations or transactions
- ✓NACVA standards required
- ✓Cost-effective solution
Choose Conclusion if:
- •Regulatory compliance matters
- •Complex compliance issues
- •Highest assurance level needed
- •Complex or contentious situations
Frequently Asked Questions
What's the difference between Calculation and Conclusion 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.
Will banks and investors accept a Calculation of Value?
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.
Can this be used for partner buyouts?
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.
How long is the valuation valid?
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.
What if I need it faster than 7 days?
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.
Do you offer payment plans?
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.
Ready to Discover Your Business Value?
Choose from our three service levels to get the professional valuation analysis that fits your specific needs and timeline.