Limited opinion of estimated value presented in a preliminary report format using the Market Approach from market multiples of sales based on SIC code of comparable companies. Brief basic report provides a single value or range of values. Includes the Statement of Facts, Assumptions and Limiting Conditions, and appropriate definitions of value and descriptive information about the subject of the valuation. Upgraded report includes limited calculations based on the Income Approach. Other potential scope considerations may apply based on the facts and circumstances of the subject company. Call for details.
2. Limited Valuation* - About $6,000 (based on revenue volume and scope limitations)
Limited opinion of estimated value presented in a limited report format considering appropriate indications of value selected from the Market Approach, the Income Approach or the Asset Approach, based scope considerations for procedures employed, culminating in a limited conclusion of value, limited in scope for omitted factors such as economic research or industry research, local Orange County site visit or other factors. Moderate degree of sustainability, not considering elements of risk analysis omitted from studies of economic and industry factors. Includes the Statement of Facts, Assumptions and Limiting Conditions, and appropriate definitions of value and descriptive information about the subject of the valuation. Other potential scope considerations may apply based on the facts and circumstances of the subject company. Call for details.
3. Formal Appraisal Report* - Please call (estimate based on revenue volume and scope)
In conformity with NACVA, IBA and USPAP professional standards. Full valuation report considering appropriate indications of value from the Market Approach, the Income Approach and the Asset Approach, culminating in an unrestricted conclusion of value from a weighted synthesis of all the appropriate approaches and methods.
Includes compensation studies, site visit, clear analysis of company's strengths and challenges, thorough industry research and analysis, valuation adjustments supported by management interviews, and clear and concise writing. Most importantly, the economic, industry and company-specific analysis are all coordinated to support a thoughtful and thorough development of the risk factors to arrive a sustainable capitalization rates. Includes a certification signed by the valuation analyst, the Statement of Facts, Assumptions and Limiting Conditions, and appropriate definitions of value and descriptive information about the subject of the valuation.
The highest degree of sustainability in cases where credibility and support of the value conclusion is paramount. Appropriate for estate tax, gift tax, income tax and ESOP valuations. Call for details.
