Valuation Reports

BizValue offers several types of reports depending on the client’s needs and requirements. A ‘Conclusion' or 'Opinion of Value’ is usually written up in “Summary Report”.

Summary Report (15 to 30 pages)

A “Summary Report” is suitable for most purposes including taxes, shareholder disputes, and legal purposes. A summary report assumes some knowledge of business principles and so tends to contain just that information that a knowledgeable user (such as a bank officer, CPA or business attorney) would require to understand how the conclusion was reached.  

Calculation Report (10 to 15 pages)

A “calculation of value” is usually usually conveyed in a ‘calculation’ report’ that is limited to a scope of analysis and to methodologies agreeable to the client. A ‘calculation of value’ contains the disclaimer that it is not an “opinion of value” and so the conclusion may be different. A “calculation of value” is generally advised in order to determine a value or a range of values as an aid in negotiating the purchase or sale of a business. 

Assessment Report (15 to 30 pages)

This is a calculation report for the purpose of determining if a business is ready to be put on the market, or if there are factors within the control of management that need work or planning in order to enhance the value of the business. price. This report includes a likely range of values for the business as-is. 

Full Report (40 to 100 pages)

A “Full Report” conveys an ‘Opinion of Value’ in a comprehensive manner including an explanation of the methodologies used, a comprehensive overview of the business and the economic environment that the company operates in. This option is depends on the circumstances, and when the intended users of the report have limited knowledge of the industry or the business.

Getting Started and the Process:

1. Client contacts us to discuss the need for a valuation and basic information about the business.
2. We will provide a quote for either a fixed price, or an hourly rate, and estimate of report completion date.
3. Upon client’s approval we send a services agreement, and preliminary information request. This initial request will include at a minimum:
   1. Three years of Accrual Basis Income Statements and Balance Sheets & Year-to-Date.
   2. Contracts pertinent to the valuation such as 'franchise agreements'.
   3. A questionnaire about the business.                                             
4. Client returns signed services agreement, requested information, and payment to BizValue Inc.
5. BizValue will follow up with additional questions for client as analysis proceeds.
6. BizValue will provide a draft report (PDF) for review by the client.
7. BizValue prepares finished report, signs and delivers PDF to client.