Fixed Fee Solutions
We offer only Fixed Fee engagements, so you aren’t surprised by any unanticipated costs. All our services can be delivered in one of three forms.
Appraisal Report
An Appraisal Report is a comprehensive review, analysis, and valuation of your business.
Includes
Financial Statement Analysis
Industry/Economy Analysis
Industry Peer Comparison
Valuation Consideration of All Approaches (Income, Market, and Cost)
Discounts / Premiums Application
Common Uses
IRS required appraisals
Marital Divorces
Succession Planning
Merger’s & Acquisitions
Starting at:
Deliverable: A detailed written report
Restricted Appraisal Report
A Restricted Appraisal Report is a concise report with minimal detail, and is intended for use only by the client and for internal decision making purposes.
Includes
Valuation Consideration of All Approaches (Income, Market, and Cost) & additional relevant information as determined in the scope of work
Common Uses
Succession Planning
Management Planning
M&A Advisory
Buy-Sell Agreement Consulting
Starting at:
Deliverable: Written or oral report
Ad Hoc Hourly
If you are looking for something other than a Full Valuation or Calculation of Value we can provide our expertise on an hourly basis.
Includes
Financial Statement Analysis and Cash Flow Normalization
Private & Public Transaction Analysis and Multiple Selection
Industry Peer Comparison
Additional Services you need
Buy-Sell Agreement Consulting
Deliverable: Memo, oral, or written report
What we can help you with
Business Valuation
Gift & Estate taxes
Mergers & Acquisitions
Shareholder/ Management Buyout
Succession Planning
Financial Advisory
M&A Advisory
Management Planning
Buy-Sell Agreement Consulting
