A short summary analysis with limited documentation. Used when the client wants a quick and accurate, yet inexpensive assessment of the fair market value of their business. Utilizes 5-6 valuation methodologies. Primarily for businesses with less than $500 thousand in annual sales. (~15 pages) Requires 3-5 business days to complete.

Often used when the client needs to know the current fair market value of their business but does not require all the supporting documentation. Utilizes 6-8 valuation methods plus a nationwide comparison of businesses sold in same industry. Primarily for businesses with less than $3 million in annual sales. (~30 pages) Requires 1-2 weeks to complete.

Often used for internal purposes such as exit strategy planning or obtaining lender financing. Utilizes 8-10 valuation methods, industry analysis, demographic studies, plus a nationwide comparison of businesses sold in same industry. Primarily for businesses with less than $20 million in annual sales. (50-60 pages) Requires 2-3 weeks to complete.

Asset based or Stock based. With or without Minority Shareholder Discount. Required for pending litigation, IRS audits, partnership disputes, gift/estate planning, and for sellers, buyers, or lenders that are planning for the sale of a business that desire more thorough analysis and supporting documentation than the Full Scope Valuation will provide. Utilizes 10-12 valuation methodologies, industry analysis, demographic studies, plus a nationwide comparison of businesses sold in same industry. (90-100 pages) Requires 3-4 weeks to complete.