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A simple, orderly, thorough process, with minimal effort on the part of our clients.

STEP 1: Scope of Project Defined

STEP 2: Service Agreement / Retainer

STEP 3: Document Request / Data Production

STEP 4: Initial Review and Analysis of Data

STEP 5: Management Interview

STEP 6: Valuation Analysis / Value Conclusions

STEP 7: Discounts & Premiums

STEP 8: Conclusion of Value Delivered to Client

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