Our USPAP-compliant valuation reports include a detailed analysis of your business's financial performance, market position, and comparable company data. Each report documents our methodology, assumptions, and conclusions in a format suitable for estate tax filings, litigation, financing, or other intended purposes.

Most valuations are completed within 10-15 business days of receiving your complete financial documentation. Rush turnarounds are available. The timeline depends on the complexity of your business, data availability, and the valuation purpose.

We typically request the last 3 years of tax returns, financial statements, and profit-and-loss statements. For more detailed valuations, we may also need bank statements, accounts receivable aging, customer concentration data, and a description of your business operations and market position.

Our appraisers hold certifications from the ASA, NACVA, and The Appraisal Foundation, and many specialize in specific industries. During the initial consultation, we match your business with an appraiser whose experience aligns with your industry and valuation needs.

Yes. Our valuations are prepared according to USPAP standards and are designed to meet IRS requirements for estate tax filings, charitable contributions, and other tax reporting. We document our methodology and market research to support defensibility in an audit.

Pricing depends on business complexity, revenue, and the scope of analysis required. We provide transparent pricing upfront. Submit your details through the form above and we'll provide a quote within one business day.