Accountants

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.

We need some understanding of the purpose of the valuation, the users of the report, the nature of the business, and other important considerations. After a 15-20 minute phone conversation, we usually understand the nature of the project well enough to quote a fixed fee.

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
  • Valuation 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

Bryan DesMarteau’s professional credentials include the Accredited Senior Appraiser (in business valuation) designation (ASA), granted by the American Society of Appraisers, and the Certified Business Appraiser (CBA) designation, conferred by the Institute of Business Appraisers. Although he does not practice law, Mr. DesMarteau is a licensed attorney. His background is in finance, and he is not an accountant.

Learn More About Bryan > 

We do not prepare tax returns or offer tax advice, but we definitely understand tax requirements, trusts and estates, and similar matters better than the average layperson. And we’re fast learners, so try us!

No, unless you offer valuation services. Apex Valuation does not offer accounting services or tax advice. Our sole focus is helping owners, executives, and business advisors to measure and improve the value of their business.