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Clearstone Wealth Management
Clearstone Wealth Management
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ESSENTIALS REPORT (20 PAGES +/-)

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. 

INFORMATIONAL VALUE REPORT (30 - 40 PAGES)

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

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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

comprehensive certifed valuation report

SAMPLE CERTIFIED REPORT

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WHICH REPORT IS RIGHT FOR YOU?

HERE'S HOW THEY'RE DIFFERENT

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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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