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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.

Full Valuation Report

A Full Valuation 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:

$4,250

Deliverable: A detailed written report

Calculation of Value

A Calculation of Value is a less comprehensive report and generally relies on one approach and calculates an estimate value either as a single amount or range of values.

Includes

Financial Statement Review

Use of One Valuation Approach

Common Uses

Succession Planning

Management Planning

M&A Advisory

Buy-Sell Agreement Consulting

Starting at:

$2,950

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

$225/hour

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

General Business Advisory