Reports We Offer
Types of Reports We Offer
Business valuation reports can be prepared for many different purposes, and the individuals who request them have different types of informed need. The three types of business valuation reporting we offer are certified, informational and quality of earnings (QoE). Below is a summary of what these reports entail, how they differ, and who might benefit most from each type.

Certified Valuation Reports
Certified valuation reports are invaluable for supporting business acquisitions, divestitures, estate planning, partner disputes, marital dissolutions, and bank loan applications – when the valuation must be credible and stand up to scrutiny. These types of reports are best when you expect a lot of scrutiny over the value or when there is a high level of interest in detailed support and explanation of the valuation. All reports are prepared by our valuation team and signed by a NACVA Certified Valuation Analyst (CVA). We offer three types of certified reports: Certified Oral, Certified Summary and Certified Detailed Reports. Learn More

Informational Valuation Reports
Often referred to as Broker Opinion of Value (BoV) reports, Informational Valuation Reports are less time-intensive to produce and more affordable. They provide valuable insight to establish a market price, support exit planning or inform internal business planning decisions. This valuation report is best for individuals who don’t a certified valuation and are comfortable with more limited procedures and reporting. All reports are prepared by financial analysts in our valuation team.

Quality of Earnings (QoE) Reports
Quality of Earnings (QoE) reports provide a more affordable and value-added way to estimate the future performance of a business to support the due diligence phase of an acquisition. The QoE report includes a careful analysis of historical revenues and expenses, sales and major customer concentrations and expense add-backs. All reports are prepared by our team of NACVA-certified Master Analysts in Financial Forensics (MAFF).
Certified Valuation Reports
Certified business valuation reports communicate the results of a valuation engagement as a conclusion of value based on the valuation method most appropriate for the business. These reports are requested for many different purposes, and the individuals who request them have different levels of information needed. The three types of certified business valuation reports we offer are oral, summary and detailed. Below is an overview of what these reports entail and how they differ.

Certified Oral Report
An oral report is a certified report prepared by a certified appraiser that is orally conveyed. This report is delivered as a 30-minute consultation over Zoom or an in-person meeting. Each report is augmented by a supplemental package (typically a presentation), so that copious note taking is not required. It is ideal for planning purposes, internal management use, or friendly partner or shareholder transactions. These reports take the least amount of time to prepare and are the lowest cost certified report we offer.

Certified Summary Report

Certified Detailed Report
A detailed report helps the intended users understand the data, reasoning, and analyses underlying the valuation analyst’s conclusion of value. It includes more detail than the summary level report. Detailed reports are typically 100 or more pages in length and include highest level of in-depth written analysis of the nature & history of company, industry & economy, financial analysis and conclusion of value. This type of report is best when you expect a lot of scrutiny over the value or when there is a high level of interest in detailed support and explanation of the valuation for complicated businesses, court cases and IRS-related estate planning purposes.
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