Questions

It depends on the size and complexity of your company and the purpose of the valuation. Planning valuations start around $2,000. Valuations for tax purposes, which require deeper documentation, typically run higher, with larger and more complex companies reaching $15,000 or more.Big firms often charge $20,000 or more for comparable work. l'll give you an exact price in your proposal before any work begins.

Most reports are delivered no later than 4 to 6 weeks after I receive your documents. Faster turnarounds are possible depending on your need and my backlog.

Yes. Valuations submitted for gift or estate tax purposes must be prepared by a certified analyst, and I am a Certified Valuation Analyst credentialed through the National Association of Certified Valuators and Analysts. I build every report to withstand third-party scrutiny, regardless of purpose.

I offer streamlined planning valuations at a lower cost. You get a credible value or range of value without paying for documentation you don't need.

Typically, five years of financial statements and tax returns, plus company information I'll specify in your proposal. I give you a clear checklist up front, so there's no guessing.

The founder: David Kennebeck. I am the analyst you speak with on the first call and I will prepare your report, explain it to you, and stand behind it.

Half of the fee is due when you accept the proposal. The balance is due before I issue the final report.

Yes. Valuations are handled remotely for companies across the country.