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CERTIFIED SUMMARY REPORT

About this report:

Prepared by a NACVA® Certified Appraiser from Hardstone, this 65+ page certified report is ideal for more complex business acquisitions and divestitures, IRS submissions, partner disputes and bank loan reports when substantiating information is needed to be presented to third parties. Summary reports can be easily read by non-financial professionals who need to quickly understand the valuation of the company. Includes White-glove Service to gather financials and make adjustments. Here’s what’s included:

VALUATION SUMMARY

OWNER'S INTERVIEW
ADHERENCE TO NACVA STANDARDS
ADHERENCE TO USPAP STANDARDS
BUSINESS NATURE & HISTORY SUMMARY
OWNER'S COMPENSATION ANALYSIS
FINANCIAL ANALYSIS
INDUSTRY BENCHMARKING
VALUATION OVERVIEW
ASSET APPROACH
INCOME APPROACH
MARKET APPROACH
SALES, SDE, & EBITDA MULTIPLES
LIST OF COMPARABLE TRANSACTIONS
DISCOUNT RATE CALCULATION & EXPLANATION
ECONOMY & INDUSTRY OVERVIEW
SIC / NAICS CODE VALIDATION
STATE TAX VERIFICATION
PREPARED BY CERTIFIED APPRAISER
REPORT REVIEW WITH CERTIFIED APPRAISER

Available options:

  • Financial Transcription: Hardstone requires all financials to be provided in Microsoft Excel (.xls) format before starting the valuation. If you do not have financials in the required format, select this option to Hardstone to convert your annual financial statements (up to the last 5 years) into Microsoft Excel (.xls) format for you.

  • Expedited Delivery: Need your report faster than standard turnaround time? We offer 1, 2 and 3 week guaranteed delivery.

  • Prepaid Retainer: Typically selected for litigation cases, a prepaid retainer authorizes the appraiser to provide litigation support services in legal matters when the appraiser may not be able to accurately determine in advance what the cost of the appraisal and litigation support may be. At the conclusion of assignment, any balance will be applied to the final invoice.

  • Rights to Named Expert: Typically selected for litigation cases, this option grants rights to the client to identify a Hardstone valuation professional as a named expert in court documents.

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