Apex Valuation Consulting: Independent Business Appraisal and Valuation Services: Denver, Colorado

For an appraisal or limited calculation, the valuation process involves the following key phases:

• • Written agreement and retainer
  • Information gathering
  • Preliminary analysis
  • Management interview and (possibly) a site visit
  • Additional analysis and report writing
  • Report delivery and follow-up discussion

In a business value growth engagement, the process involves periodic client meetings and assessments. This typically involves:

• the initial assessment of the company’s value
• benchmarking the company against its industry peers
• estimating the potential amount of value growth
• identifying opportunities for enhancing earnings
• identifying opportunities for reducing business risk
• re-measurement of business value
• updating value target and identifying new opportunities, as appropriate

A reliable business valuation requires thorough and careful analysis, and so it will take some time.  Typically, the time required depends on the purpose of the valuation and the client’s ability to promptly provide the required information.

Generally, once we have received all the requested information, we are able to deliver our report between 30 and 60 days.  Engagements requiring a quicker turn-around can sometimes be arranged.

Given the significant financial and legal consequences involved with the need for a business valuation, the business appraisal process is rarely simple or quick. This means the fee often will be significant, as they typically are when working with other highly trained professionals.

A trustworthy valuation specialist won’t be able to quote an exact fee without understanding the purpose of the valuation, the users of the report, the type of business, and other important considerations. But after a 15-20 minute phone conversation, we usually understand the nature of the project well enough to quote a fee.

Some valuation experts charge a fixed fee and others charge on an hourly rate basis. Apex Valuation usually quotes a fixed fee in order to give the client some cost certainty.