Certified Summary Valuation Report ($50-75M)
Custom Branding
Financial Transcription
Discounted Updates
Personal Goodwill Assessment
Prepaid Retainer
Rights to Named Expert
Expedited Delivery
Valuation summary
Income Approach
Owner's interview
Market approach
Adherence to NACVA Standards
Sales, SDE, & EBITDA Multiples
Adherence to USPAP Standards
List of Comparable Transactions
Business nature & history summary
Owner's compensation analysis
Economy & Industry Overview
Discount Rate Calculation & Explanation
Financial analysis
SIC / NAICS code validation
Industry benchmarking
State tax verification
Valuation Overview
Prepared by certified appraiser
Asset Approach
Report review with certified appraiser
Buy/Sell Agreements
Share Redemptions
Partner & Shareholder Buyouts
Divorce
Gift & Estate Planning
Employee Benefit Plans
Business Litigation