We will spend as much time as necessary to discuss your needs, expectations, goals, and your business. Once we define the engagement, we will formalize our working relationship with an engagement letter. This starts the process.

We will send a document & information request asking for items such as, historical financial statements, contracts, ownership documents, employee information, and general business information. Upon receipt, we will review this information before the interview.

Your business is unique and we want to know why. After we have reviewed the requested information, we will schedule a 30 - 60 minute owner and/or management interview to learn as much about your business as possible and help answer any remaining questions we have.

Good things take time. After our management interview we will complete our analysis and finish our draft report for your review.

We will send the draft valuation report for your reivew. After you have reviewed the report, we will meet to go over the valuation and answer any outstanding questions you may have. If it all looks good we will send you the final report.

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Done!