- Companies are unique so valuations can't be automated
- Although high quality valuations can and will ultimately be automated, currently every valuations has similar, required steps, including information and data collection, and assumption and model development. Automating these steps, and more, allows more time for the actual analysis and savings for you the client.
- What types of businesses do you value?
- We value operating businesses. That is businesses generating revenue, or looking to do so, from the sale of goods or services. We do not value LLCs set up to hold non-operating assets (e.g. securities) or similar real estate holding companies.
- An online solution is great but what if I have questions?
- Although the vast majority of the process will be handled through our platform, a member of our team is always available to walk you through any and all steps. Either way, the entire process will be smoother and more efficient than the alternative.
- What if a valuation is challenged?
- Our reports are designed to provide unmatched detail into every aspect of the analysis, helping to mitigate any challenges. But in the event of a challenge by a regulator or your auditors lifetime support is standard. You will not incur additional cost. You are comming to us to obtain the highest quality, most defensible valuations available so support goes with it.
- What data will I need to get start?
- Valuations, obviously, differ based on type and purpose so data requirements also vary. After getting started, you will be asked to complete our online questionnaire. You're responses will determine the data required for your specific engagement. You can always fill out parts, or all, of the questionnaire and upload the required data over time if needed
- When can you get started?
- You can get started right away. Complete a quote and we'll send you log in information. From there, you'll complete the online questionnaire, upload the required data items, execute the agreement, and you'll be done shortly
- What will the cost be?
- You can scroll down to the pricing section where you can view "starting at" pricing for our core valuation services. If you don't find the solution you are looking for, send us a note and we'll see if we can help
- If we need a refresh valuation, what will the cost be?
- Every valuation follows the same process to ensure defensibility and the best outcome for you. As a result, we don't provide reduced pricing for "refresh" valuations. In addition, if you look at our pricing page, you will note that our pricing is already significantly lower than other providers.
- Do you charge an additional fee for board discussions?
- Our fees are fixed, fully transparent, and inclusive. That is, we include a generious amount of time (3+ hours depending on the valuation type) for such conversions within our fixed pricing.