CPA-Led Appraisals with Clarity, Precision, & Strategic Insight

We offer three levels of valuation: the Stage 1 Calculation Report for quick, high-level assessments; the Calculation of Value Report for more detailed but informal purposes; and the Detailed Valuation Report for comprehensive, IRS-compliant valuations.

The right choice depends on your purpose. For internal planning or preliminary discussions, a Calculation of Value may be sufficient. For legal matters, estate planning, or IRS filings, a Detailed Valuation is typically require.

Stage 1 Calculation Reports start at $2,500 with updates at $500 and take less than 2 weeks. Calculation of Value Reports range from $5,000–$7,500 and take 4–6 weeks. Detailed Valuation Reports start at $7,500 and take 6–8 weeks.

A Calculation of Value uses agreed-upon methods for an estimate of value but involves limited analysis, making it unsuitable for formal purposes. A Detailed Valuation is more thorough, includes all major methodologies, and is fully documented for legal, tax, and high-stakes uses.

We use recognized approaches including the Income Approach (discounted cash flow), Market Approach (comparable company or transaction analysis), and Asset-Based Approach (net asset value) depending on the business type and valuation purpose.

You’ll need financial statements, asset inventories, business plans, market and industry information, competitor analysis, and any other relevant data on historical and projected performance.

Yes. When applicable, we adjust valuations for factors like lack of marketability, lack of control, or strategic value premiums.

Our process includes meeting to understand your goals, selecting the appropriate valuation type, gathering documents, performing the analysis, preparing the report, and reviewing findings with recommendations for increasing value.

Absolutely. We provide an executive summary in plain language, walk through the findings, and offer guidance on how to use your valuation for negotiations, planning, or compliance.

Yes. If time allows, we can create a plan to increase value and prepare your business for future goals, succession, or sale. That is where our Fractional CFO Services become extremely important to consider.