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Our Process

How does it work? Valuation is a complex process, but we've done our best to make it as simple as possible.

Here's what to expect when getting a valuation with us.

1

Request Your Valuation

Get started now!

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.
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.

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!