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 reports 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.
Valuation Reports
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 in-house valuation team and signed by a NACVA Certified Valuation Analyst (CVA).

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 require a certified valuation and are comfortable with more limited procedures and reporting. All reports are prepared by financial analysts in our valuation team.
We offer two types of informational reports:
Essentials Report: 20+ pages; includes valuation summary based on market and asset approaches. Market approach includes sales and SDE multiples. Available for businesses with less than $2M in revenue.
- Price: $990
- Essentials Report Sample
Standard Report: 35+ pages; includes everything in the Essentials Report plus EBITDA multiples (if applicable), capitalization of cash flow method, multi-stage growth method, financials and industry benchmarking ratios. Partner (you) or client collects required data and completes financials spreadsheet in the BizWorth portal. Also includes assurance services such as SIC/NAICS code validation, owner’s compensation analysis, state tax verification and financials confidence check. Available for businesses with less than $2M in revenue.
- Price: $2,900
- Standard Report Sample

Certified Valuation Reports
Certified Summary: Typically 65 pages in length and provide a condensed version of the information provided in a Certified Detailed Valuation Report. Summary reports can be easily read to quickly understand the valuation of the company. Ideal for start-ups, capital raises, acquisitions, divestitures, partner disputes and bank loan reports when substantiating information is needed to be presented to third parties.
- Price: $4,900 (typical size company; request a quote)
- Certified Summary Sample >
Certified Detailed: includes more detail than the summary report and is typically 100 or more pages in length. Detailed reports provide the highest level of in-depth written analysis of the nature & history of company, industry & economy, financials and conclusion of value. Ideal for complicated businesses, court cases and IRS-related estate planning purposes when more in-depth scrutiny over the value is expected.
- Price: $8,900 (typical size company; request a quote)
- Certified Detailed Sample >
Due Diligence Reports
Due diligence is a vital step when buying a business. A thorough review of the target’s financial records, legal issues and market positioning is important to ensuring you don’t stumble into a costly post-transaction surprise. Due diligence can also help you confirm your perception of the target’s value to your business, arrive at an appropriate offer price and structure a favorable transaction. Below is a summary of the reports we offer:

Pitch Book & Teaser
Pitch Book (also referred to as a Confidential Information Memorandum) is a document used to convey important information to establish a business profile.
We start by gathering information about the business, including its products and services, financials, and market. We then turn this information into two documents, including a short, 1-3 page teaser and then a more in-depth, 20+ page document.
- Cost: $1,900
- Pitch Book / CIM Sample >

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).
- Cost: $12,900 (typical size company; request a quote)
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