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| 1. |
The Broker meets with the client to determine what type of valuation is
required.
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| 2. |
During the meeting, the Broker will assist in the completion of the Company
Profile information needed for the type of valuation selected.
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| 3. |
Once the Company Profile has been completed and the financial documents
obtained, the package of information is mailed, faxed, or emailed to third
party Valuation Analyst.
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| 4. |
The Valuation Analyst will review the documents and begin the valuation. During
this process, if the Analyst has any questions or requires additional
information, he will contact the Broker to obtain them.
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| 5. |
The valuation process for a Snapshot, Value Analysis, or Limited Formal will
take 5-10 business days once we have the required financial information, a
completed Company Profile, and all questions have been answered. The M&A
and all Comprehensive reports will take 4-6 weeks due to the complexity of the
valuation.
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| 6. |
At the 5-7 business day timeframe, the Analyst will issue a preliminary review
of the valuation. This review is crucial to the final report. It assures that
all details have been considered and allows for any adjustments that may need
to be made based on new information or further clarifications.
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| 7. |
Once the review with the Broker has been conducted, the Analyst will finalize,
print, and mail the final valuation report.
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| 8. |
The Broker will receive two hardcopies and an electronic copy (if requested) of
the final report. Shipments are typically sent 2-3 day express mail by the post
office. Overnight FedEx deliveries and additional copies are offered for an
additional cost.
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