$699
A value estimate report based on limited procedures and agreed-upon methods
Internal planning, preliminary negotiations, exit strategy discussions, informal buy/sell guidance
Not intended for regulatory use
$1,499
A formal, defensible opinion of value report based on full application of valuation approaches
Litigation, IRS filings, estate/gift tax, shareholder disputes, ESOPs, SBA loans or other transactions requiring formal documentation
Prepared for regulatory compliance and performed by a Certified Valuation Analyst
These packages have been discounted by as much as 50% as part of my commitment to growing in your market. Despite the reduced pricing, no compromise on quality will be incurred based on the pricing discussed herein.
The items listed above cover typical valuation needs. In certain cases, services can be expanded to address more specific or complex situations, such as:
Incorporates advanced financial modeling, including projections based on the most probable and supportable outcomes. This enhancement is designed to improve valuation insights for planning or negotiation by emphasizing assumptions that are both favorable and defensible.
Tailored for business sales, mergers, acquisitions, or divestitures. This includes buy/sell analysis, pricing guidance, synergy evaluation, and strategic positioning of financials to aid negotiations or deal readiness.
Additional support for matters involving litigation, divorce proceedings, or shareholder disputes. May include documentation for court submission, deposition preparation, or expert witness readiness.
These enhancements are available in addition to the baseline valuation package and will be billed at an hourly rate of $250 per hour. Any additional work will be discussed and authorized in advance to ensure mutual agreement on scope and cost.
D.B.A. "Blue Ridge Accounting and Valuation" "BRACCV" thoward@BRACCV.com
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