Valuation Process

– Initial Consultation

Our first step is to have an initial discussion with you to understand your specific case and how we can help.

– Preparing the Agreement

Based on our initial discussion, Valuation Aspects, LLC will prepare an agreement outlining the scope of the valuation or consulting assignment.

– Valuation Phase

During the valuation phase, we will gather and analyze the required industry, property, financial, operational and management data. We will interview and discuss with management the business operations and outlook. For commercial real property assignments, we will set up property inspections. Valuation Aspects, LLC will help facilitate the gathering of data with your accounting firm or staff and will coordinate follow-up meetings and discussions.

– Report Phase

Based on our agreement, we will provide a verbal and/or a written valuation report. Our valuation report will be provided in a manner that clearly explains the valuation process, research, methodology, assumptions and conclusions. Our business valuation reports are prepared in compliance with USPAP (Uniform Standards of Professional Appraisal Practice) and the ASA Business Valuation Standards. Our commercial real estate appraisal reports are prepared in compliance with USPAP and the Standards of Professional Appraisal Practice of the Appraisal Institute.

– Privacy

We realize the trust you place in us, and our responsibility to protect your privacy. We use the information you provide only to perform the requested valuation and consulting services. Your information is kept confidential.