We offer Four Steps of Valuations. Each step is increasingly more detailed and comprehensive. You can pick the level of valuation that fits your needs.
Step One – The Express Valuation
The Express Valuation uses basic industry formula, market and other sector metrics and is ideal for preliminary business planning and general information. If you have never valued your company or want a very general “ball park” estimate, the Express Valuation is for you. The Express Valuation is only for use in conjunction with other consulting services.
Step Two – The Market Compass
Our Market Compass Report is a more in-depth study of your company based on market transactions of comparable transactions in your industry. It is an excellent weather-gauge for smaller companies seeking equity financing or companies trying to determine if the time is right to sell. It can also be used as an Indication of Value for other purposes.
Step Three – The Valuation Review
The Valuation Review adds to the Market Compass by including more economic, industry and company information in addition to enhanced valuation calculations. It can provide the basis for developing a comprehensive capitalization strategy; determine value for potential M&A targets and other purposes.
Step Four – The Valuation Analysis
The Valuation Analysis is the gold-standard service used to value your company. We perform an in-depth valuation analysis of your entire company or a portion of its assets value. The Valuation Analysis is recommended when negotiating a sale, performing due diligence on an acquisition, when preparing a PPM, for litigation support, estate and other tax related needs.
