A Calculation of Value is the most budget-friendly option for determining your business's worth and serves as an excellent starting point. This report incorporates all the necessary calculations to establish value using the asset, income, and market approaches.

While comprehensive in its calculations, this valuation is limited in scope and does not comply with the formal standards set forth by the National Association of Certified Valuators and Analysts (NACVA). As such, it is intended for internal purposes only and is not suitable for use by external parties, such as financial institutions, prospective buyers, or the IRS.

Additionally, if court testimony or a formal rendering of an opinion is required, this level of report will not suffice and will necessitate additional hours and costs to upgrade to a more comprehensive valuation.

The Calculation of Value provides a cost-effective and reliable foundation for internal decision-making, offering valuable insights into your business's financial standing. For more comprehensive valuation needs, we recommend exploring our full valuation reports.

A Summary Valuation Report is a detailed and comprehensive document designed to provide all the necessary information for both internal and external users. This report includes valuation calculations along with an in-depth analysis of the company’s background, the industry in which it operates, market comparables, capitalization and discount rates, and applicable discounts for lack of marketability or control.

This type of report is widely accepted by the Internal Revenue Service (IRS) for valuing businesses in matters related to estate tax, gift tax, and estate planning.

Due to its comprehensive nature and ability to satisfy the requirements of external stakeholders—including the IRS, banking institutions, and prospective buyers—the Summary Valuation Report is the most commonly utilized option. It offers the level of detail and credibility necessary to meet the needs of all parties involved in critical business and financial decisions.

A Detailed Valuation Report is the most thorough and extensive study available, offering an in-depth examination of the business and its environment. This report includes a detailed analysis of the United States economy, regional and local economic conditions, and a comparison of the company to industry peers using ratio analysis.

This type of report is particularly valuable for companies that are cash-intensive or have a high risk of audit. It is most commonly utilized for estate tax and gift tax purposes, where a highly detailed and defensible valuation is essential.

Due to the significant time and cost involved in preparing this report, it is not necessary for most situations. However, when the circumstances demand the utmost level of detail and rigor, the Detailed Valuation Report provides unparalleled insights and accuracy, ensuring compliance and confidence in high-stakes scenarios.

An Abbreviated Report is specifically designed for situations where litigation requires a business valuation. This includes cases such as divorces, shareholder or member disputes, and economic damage claims. The report provides an expert opinion of value and is often necessary when court testimony is required.

While concise, this report includes the essential calculations along with a brief description of the company’s background, its industry, the valuation methodology used, and any applicable discounts for lack of marketability or control.

The Abbreviated Report is an ideal solution for family law attorneys preparing marital balance sheets and for business litigation attorneys managing disputes or economic damage cases. It delivers the critical valuation insights required for legal proceedings while maintaining a focused and streamlined format suitable for litigation support.