What to Expect after you order a Valuation Report

Within 24 hours of ordering a report you will receive an email with a list of information we need to start the valuation.  You agree that you will provide 2 years of the business tax returns, a recent 12 month profit and loss report, and a completed business profile form.  Your report can not be completed until these items have been provided.

Summary Appraisal


The summary appraisal allows me to save a bit of time on the report so that I can pass on those savings to you.  I wouldn’t be comfortable walking into court with a summary apprasial, but it is perfect for a transition or practice merger.