--- title: Our Process | Blue Owl Valuation description: How does it work? Valuation is a complex process, but we've done our best to make it as simple as possible. image: https://blueowlvaluation.com/hubfs/Website/Blue%20Owl%20Valuation%20-%20Featured%20LP%20Image.png --- [Skip to main content](https://blueowlvaluation.com/our-process#main-content) [![Blue Owl Valuation Logo_Landscape1](https://blueowlvaluation.com/hs-fs/hubfs/Logos/Blue%20Owl%20Valuation%20Logo_Landscape1.png?width=200&height=67&name=Blue%20Owl%20Valuation%20Logo_Landscape1.png) ![Blue Owl Valuation Logo_Landscape1](https://blueowlvaluation.com/hs-fs/hubfs/Logos/Blue%20Owl%20Valuation%20Logo_Landscape1.png?width=200&height=67&name=Blue%20Owl%20Valuation%20Logo_Landscape1.png)](https://blueowlvaluation.com?hsLang=en) - [Show submenu for Valuation Services Valuation Services](https://blueowlvaluation.com/valuation-services) - [SBA Loans](https://blueowlvaluation.com/valuation-services#sba-loans) - [SBA Quality of Earnings](https://blueowlvaluation.com/valuation-services#sba-quality-of-earnings) - [Succession Planning](https://blueowlvaluation.com/valuation-services#succession-planning) - [Litigation Support](https://blueowlvaluation.com/valuation-services#litigation-support) - [Promissory Note Valuation](https://blueowlvaluation.com/valuation-services#promissory-note-valuation) - [Our Process](https://blueowlvaluation.com/our-process) - [About](https://blueowlvaluation.com/about) - [Show submenu for Resources Resources](https://blueowlvaluation.com/resources) - [Blog](https://blueowlvaluation.com/blog) - [FAQ](https://blueowlvaluation.com/faq) - [Quote Request](https://blueowlvaluation.com/request-a-quote) - [Valuation Questionnaire](https://blueowlvaluation.com/valuation-questionnaire) Open main navigation Close main navigation - Show submenu for Valuation Services Valuation Services - Valuation Services - [Valuation Services](https://blueowlvaluation.com/valuation-services) - [SBA Loans](https://blueowlvaluation.com/valuation-services#sba-loans) - [SBA Quality of Earnings](https://blueowlvaluation.com/valuation-services#sba-quality-of-earnings) - [Succession Planning](https://blueowlvaluation.com/valuation-services#succession-planning) - [Litigation Support](https://blueowlvaluation.com/valuation-services#litigation-support) - [Promissory Note Valuation](https://blueowlvaluation.com/valuation-services#promissory-note-valuation) - [Our Process](https://blueowlvaluation.com/our-process) - [About](https://blueowlvaluation.com/about) - Show submenu for Resources Resources - Resources - [Resources](https://blueowlvaluation.com/resources) - [Blog](https://blueowlvaluation.com/blog) - [FAQ](https://blueowlvaluation.com/faq) - [Quote Request](https://blueowlvaluation.com/request-a-quote) - [Valuation Questionnaire](https://blueowlvaluation.com/valuation-questionnaire) - Search - [Contact Us](https://blueowlvaluation.com/contact?hsLang=en) [Request a Quote](https://blueowlvaluation.com/request-a-quote?hsLang=en) [Contact Us](https://blueowlvaluation.com/contact?hsLang=en) [Request a Quote](https://blueowlvaluation.com/request-a-quote?hsLang=en) Search # Our Process How does it work? Valuation is a complex process, but we've done our best to make it as simple as possible. [Request a Quote](https://blueowlvaluation.com/request-a-quote?hsLang=en) [Contact Us](https://blueowlvaluation.com/contact?hsLang=en) ## Here's what to expect when getting a valuation with us. 1 ### Request Your Valuation Get started now! [Get Your Quote](https://blueowlvaluation.com/request-a-quote?hsLang=en) 2 ### Complete an Engagement Letter Once you're ready to move forward, we'll get you an engagement letter to sign and return. 3 ### Gather Your Financial Information Here's what you'll need to collect: - 3-5 years of income statements. - Balance sheets for each end period date. - Information on compensation for owners, with as much detail as possible. - Some kind of management estimate of the actual market value of fixed assets. [Learn More](https://blueowlvaluation.com/hubfs/1-Pagers/Valuation%20Questionnaire.pdf?hsLang=en) 4 ### Complete the Questionnaire You will be walked through a series of questions to help us provide context for your business and situation. This step will also walk you through sending documentation needed for the valuation. [Complete the Questionnaire](https://blueowlvaluation.com/valuation-questionnaire?hsLang=en) 5 ### Valuation Compiled & Returned In 5-7 Business Days, upon receiving all of your information, we'll get you your completed valuation. **Have some questions?** *Shoot us a message, and we'd be happy to help!* [Get in Touch](https://blueowlvaluation.com/contact?hsLang=en) [![Blue Owl Valuation Text Only_White](https://blueowlvaluation.com/hs-fs/hubfs/Logos/Blue%20Owl%20Valuation%20Text%20Only_White.png?width=300&height=36&name=Blue%20Owl%20Valuation%20Text%20Only_White.png)](https://blueowlvaluation.com?hsLang=en) Expert Business Valuations made easy. - [SBA Loans](https://blueowlvaluation.com/valuation-services#sba-loans) - [SBA Quality of Earnings](https://blueowlvaluation.com/valuation-services#sba-quality-of-earnings) - [Succession Planning](https://blueowlvaluation.com/valuation-services#succession-planning) - [Litigation Support](https://blueowlvaluation.com/valuation-services#litigation-support) - [Promissory Note Valuation](https://blueowlvaluation.com/valuation-services#promissory-note-valuation) - [Quote Request](https://blueowlvaluation.com/request-a-quote) - [Resources](https://blueowlvaluation.com/resources) - [FAQ](https://blueowlvaluation.com/faq) - [About](https://blueowlvaluation.com/about) - [Contact](https://blueowlvaluation.com/contact) [**➡️ Secure File Upload Portal.**](https://blueowlvaluation.com/secure-file-upload?hsLang=en) ©2026 Blue Owl Valuations. 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