Frequently Asked Questions

Our process is designed to be simple and efficient. As soon as a valuation is purchased on our website, you will receive an email outlining the next steps. This email will include a link to our secure upload portal, where you can provide basic company information along with the company's financials. Once we have reviewed the submitted materials, a member of our team will reach out to schedule a phone call to discuss the valuation before finalizing it.

We typically request 1–5 years of Income Statements and Balance Sheets, to the extent they are available. Corporate tax returns can also be used, as they have income statements and balance sheets. In certain cases, it is important that the information be as current as possible. For example, when completing a gift tax valuation, the financials should extend to within 60 days of the gift date. Please note that the effective date of a valuation is always the date of the latest financials we receive from the client.

All of our valuations are IRS compliant and adhere to Revenue Ruling 59-60 compliance. Every report is also prepared by certified valuation expert. Our senior appraiser is certified with the ASA.

Once we receive the financial information, we typically turn the project around in 3-5 days. Real Estate valuations might take a few days longer and larger projects will have a timed delivery schedule.

For a business that does not own any real estate we recommend our Select package for a marital dissolution purpose.

If your company has a single share class with no preferential rights, our Standard Package ($795) is a suitable option. If you have multiple share classes or any shareholder preferences (preferred stock), our Select Package ($1,050) would be the appropriate choice.

In most cases, judges are accepting virtual testimony. Our flat fee for virtual testimony is $2,500, which includes both preparation and the testimony itself.

Yes, we serve all of the United States and have testified in courtrooms across the country.

A valuation expert should explain the valuation in sufficient detail for the intended user to clearly understand the conclusion. This discussion typically takes about thirty minutes, with the possibility of a follow-up session once the user has had time to review the report. The intended user is not expected to become a valuation expert; rather, they should gain a solid understanding of the valuation concepts and the different approaches used to arrive at the conclusion.