ASSET | WEALTH | RETIREMENT
ASSET | WEALTH | RETIREMENT
PRICE: $1450
For small businesses with annual sales of less than $2 million, this report is a valuation summary based on market comparisons (sales and SDE multiples) and asset approaches. This report provides an estimate of value based on recent sales activity of similarly positioned companies and can be used to help set a market price on the business and for exit planning.
PRICE: $2495 or $2995*
Includes valuation ranges based on asset, income and market approaches; benchmarking to industry peers, market multiples based on comparable data
Uses: price opinions, educate sellers on range of a value a buyer would be willing to pay, future exit planning
*The higher fee reflects our "White-glove" service where we input the financials and make adjustments
PRICE FOR SINGLE ENTITY: $3,395
40+ Pages
30 - 60 min consultation
Includes: Summary of nature & history of company, industry & economy, financial analysis and conclusion of value
Uses: Planning purposes, internal management use, or friendly partner/shareholder transactions.
PRICE FOR SINGLE ENTITY: $5,795 - $7,250
65+ Pages
1 - 2 hour consultation
Includes: Executive Summary and more in-depth written analysis or the nature & history of the company, industry & economy, financial analysis and conclusion of value
Uses: Substantiating information presented to third parties (e.g. acquisitions, divestitures, IRS submissions, partner disputes and bank loan reports)
PRICE FOR SINGLE ENTITY: $9,250 +
100+ Pages
Detailed interviews and consultations
Includes: Additional professional care & review; highest level of in-depth written analysis of nature & history of company, industry & economy, financial analysis and conclusion of value
Uses: Complicated businesses; high value gifts & estate planning for IRS;
PRICE FOR SINGLE ENTITY: $9,250 +
100+ Pages
Detailed interviews and consultations
Includes: Additional professional care & review; highest level of in-depth written analysis of nature & history of company, industry & economy, financial analysis and conclusion of value
Uses: Complicated businesses; high value gifts & estate planning for IRS; court purposes where the information provided may become evidence
Investment advice offered through IPI Wealth Management, Inc. 226 W. Eldorado St. Decatur, IL 65222. PHONE: 217-425-6340. Clearstone Wealth Management is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.
Copyright © 2018 Clearstone Wealth Management - All Rights Reserved.
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