Starter - Market | Premium - Market | Premium - Income | |
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Market-based $ 999 $ 6 per valuation |
Market-based $ 3,500 $ 7 per valuation |
Income-based $ 6,500 $ 29 per valuation |
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Single Point of Contact You will be assigned your team based on several factors, such as package, availability, and complexity of your project. |
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Certified Valuation Our appraisers hold the Certified Valuation Analyst (CVA) Designation awarded by the National Association of Certified Valuators and Analysts (NACVA). |
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Industry Specific Questionnaire Each package has a separate questionnaire ranging in complexity and detail. The questionnaires are designed to ensure your deliverables are comprehensive and tailored to your needs. |
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Consultation Call(s) Consultation calls help us clarify inputs, address your questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. The included calls are appropriate for 90%+ of our client projects. |
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Complimentary Starter Valuation We are always happy to encourage growth inside your practice. If you need another valuation completed, we will provide a complimentary starter valuation to be used for benchmarking, lending, or acquisition-related purposes. |
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KPIs Our goal is to always provide areas for increased value. We not only want you to know the value of your firm, but also how you compare to your peer group using specific key performance indicators (KPIs) and benchmarks such as average household size, number of personnel, and average client age. |
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Mid-Year Valuation & KPI Update | |||
Timeline The timeframe to receive the valuation report begins upon receipt of full information, which may include but is not limited to, a completed questionnaire, intake call (if applicable), and approval of any changes to questionnaire post-intake call (if applicable). |
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Expedite Option If you need your valuation report sooner, we have the option to expedite for an additional fee. The expedite option will allow you to receive your valuation 15 business days sooner. |
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