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Steps to Business Valuation

The steps to a business valuation seem daunting, but with the right expert the process can be quite painless. 

What Are The Steps to a Business Valuation

Step 1: Getting Started

Establish the purpose of the valuation and begin the engagement

Step 2: Documents Request

You will receive the list of documents needed along with the invoice for services. Once the financial statements have been provided and the invoice is paid, we get started.

Step 3: Valuation Starts

Our team will begin the valuation process. We are in communication with you throughout the process. 

Step 4: Report Review

Once we have the report ready for you, we review the report with you. You will have the opportunity to ask any questions and get clarifications on the information provided.


Need a Business Valuation?

Our staff, which includes a Certified Valuation Analyst, is here to help. Let's get on the phone a talk through your valuation needs and how we can help you get the answers you need.

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