Certified Valuation Reports
Certified valuation reports are invaluable for supporting business acquisitions, divestitures, estate planning, partner disputes, marital dissolutions, and bank loan applications – when the valuation must be credible and stand up to scrutiny. These types of reports are best when you expect a lot of scrutiny over the value or when there is a high level of interest in detailed support and explanation of the valuation.
All reports are prepared and signed by a NACVA Certified Valuation Analyst (CVA). We offer two types of certified valuation reports: Certified Summary and Certified Detailed Reports.
3. Certified Summary Valuation
The Certified Summary Valuation is invaluable for supporting business acquisitions, divestitures, estate planning, partner disputes, marital dissolutions, and bank loan applications – when the valuation must be credible and stand up to scrutiny.
These types of valuations or reports are best when you expect a lot of scrutiny over the value or when there is a high level of interest in detailed support and explanation of the valuation.
All reports are prepared by our valuation team and signed by a NACVA Certified Valuation Analyst (CVA). We offer two types of certified reports: Certified Summary and Certified Detailed Reports.
Common uses include:
- Gift/Estate planning
- Employee benefit plans
- Litigation
- Partner dispute resolution
- Bank loans
- Divorces
When to use a Certified Summary Valuation
Certified Summary Reports are typically 65 pages in length and provide a condensed version of the information provided in a Certified Detailed Valuation Report.
Summary reports can be easily read to quickly understand the valuation of the company. Ideal for acquisitions, divestitures, IRS submissions, partner disputes, and bank loan reports when substantiating information is needed to be presented to third parties.
To view a sample Certified Summary Valuation, click here.