REPORT OPTIONS

Appraisal Report

Our Appraisal Report is limited to save you time and money and meet the standard for “fair market value” under IRS Revenue Ruling 59-60 and “fair value” under FASB ASC 718. This service is most commonly used in situations involving estate and gift taxes, IRS Section 409A / ASC 718 stock options, shareholder buy-sell agreements, and general management planning. In USPAP terminology, this report is equivalent to an Appraisal Report, which requires full and complete disclosure of the appraiser’s methodologies and conclusions in the report.

Full Scope Appraisal

The Full Scope Appraisal is our highest level of reporting that includes exhaustive in-depth research, financial analysis, valuation conclusions, and reporting writing. It is designed to meet the most stringent valuation standards used for ERISA, audit, and litigation requirements, such as Employee Stock Ownership Plans (ESOPs), shareholder buyouts & litigation, FASB ASC 820 purchase price allocation of intangible assets, and mergers & acquisitions. In USPAP terminology, this report is equivalent to an Appraisal Report, which requires full and complete disclosure of the appraiser’s methodologies and conclusions in the report.

Hourly Valuation Consulting

Hourly valuation consulting may be a good option if, for example, you are looking to get an idea of the value of your company without a written report. Services are provided on an hourly fee basis. This service option does not rise to the level of assurance of our written valuation reports. In USPAP terminology, this service is equivalent to a Restricted Use Appraisal Report, which requires an appraiser to keep on file any information that was relied upon in the appraisal but not included in the report or deliverable.

Consulting & Litigation

For the Appraisal Report and Full Scope Report, we normally work on a fixed fee basis. We work on an hourly basis for business valuation related consulting and litigation assignments. Please call us at 619-595-7899 for more details.