Our Process

Each project is unique, but these simple 10 steps represents the typical process of a business valuation project. It is a simple, but orderly and thorough process, with minimal effort on the part of our clients. This process varies slightly, depending on the scope of the project. For instance, purchase accounting and intangible asset valuation projects follow a slightly different process.

STEP 1: Proposal Meeting / Scope of Project Defined

STEP 2: Project Kickoff - Service Agreement / Retainer / Doc Request

STEP 3: Data Production From Client via Secure Data Portal

STEP 4: Initial Review and Analysis of Data

STEP 5: VP's First Memo (with questions) Delivered to Client

STEP 6: Management Interview (2 hrs in person or Zoom)

STEP 7: VP's Second Memo (draft forecast) Delivered to Client

STEP 8: Final Analysis / Value Conclusions

STEP 9: Discounts & Premiums Determined

STEP 10: Conclusion of Value (Report) Delivered to Client