BizValue offers several options of reports depending on the client’s needs and requirements. An ‘Opinion of Value’ is usually written up in a “Full Report” or “Summary Report”.
A “Full Report” conveys an ‘Opinion of Value’ in a comprehensive manner including an explanation of the methodologies used; complete datasets of the business and the relevant economic environment that the company operates in, and a comprehensive overview of the business. This option is advised when the conclusion may (or must) be defended in court, and when the intended users of the report have limited knowledge of the business.
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 CPA or business attorney) would require to understand how the conclusion was reached.
A “calculation of value” is 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. Since the users of the report are usually very familiar with the business, a lengthy narrative is not required.
Standard Report Pricing
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