Business Valuation Process

Girl With A List of Process Steps

Here are the typical steps you can expect during the business valuation process:

Step 1: We have an initial phone conversation to determine your valuation requirements:

Step 2: We  prepare an engagement letter. Once we have been engaged by you, we begin work on the valuation project.

Step 3: Collecting Information

  • You will receive a questionnaire to fill out. This formally gathers information required for the business valuation.
  • We will provide you with a list of financial and other documents that are needed for the valuation

Step 4: Site Visit and Interviews

  • We visit the business premises and review the business operations
  • Interviews are conducted

Step 5: Analysis of Information and Report Preparation

Step 6: Completed Valuation Report is Signed and Delivered


Contact us now to discuss your business valuation requirements.

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