The Business Valuation Process

1. Initial Conversation

Every engagement starts with a confidential, no-obligation discussion to understand the specifics of your situation, what services you need, and how we can help you. This usually takes 15 to 30 minutes. We will need to know the nature of the business and the percentage and type of interest to be valued, as well as the reason for the valuation (e.g., taxation, transaction, litigation, regulatory compliance, or some other reason.)

2. Selecting an Appraiser

Based on our conversation, we will recommend the most appropriate ABA professionals for you: the individual or team that has the right expertise and experience for your situation.

3. Engagement Phase

We will prepare an engagement agreement that describes the assignment, including the date of the opinion of value, what is being valued, the time needed to complete the assignment, and the fees involved.

4. Valuation Phase

We will gather the data necessary to complete the assignment, including information provided by you, data on the industry, any relevant economic information, and information from the financial markets. Once we have gathered this data, we select the valuation methods appropriate to your assignment. We schedule an on-site visit to your company to tour the facilities, meet with management to discuss the company’s operations and outlook, and answer any remaining questions you have regarding the valuation process.

5. Report Phase

We will provide verbal or written reports as you direct. The report will explain the appraisal process followed, the research performed, the valuation methods employed, assumptions made, the ultimate conclusion, and its reasonability.


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