ASSET | WEALTH | RETIREMENT
CERTIFIED VALUATION REPORTS: WHAT WE OFFER
ORAL REPORT
SUMMARY REPORT:
SUMMARY REPORT:
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.
SUMMARY REPORT:
SUMMARY REPORT:
SUMMARY REPORT:
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)
DETAILED REPORT
SUMMARY REPORT:
DETAILED REPORT
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