BUSINESS VALUATION SERVICESWe offer abbreviated calculation reports for small business owners to save money in mediation or traditional conclusion of value reports for marital dissolution litigation.
Denise French is a CVA®, Certified Valuation Analyst and a MAFF®, Master Analyst in Financial Forensics both through the National Association of Certified Valuators and Analysts (NACVA). She is also a 23-year veteran to the financial arena and holds the Certified Divorce Financial Analyst, CDFA® designation. Denise works with small business owners on a regular basis providing financial advice and guidance in multiple areas of business ownership including retirement plans, general business development, and succession planning.
Denise’s valuation work is focused solely on marital dissolution. She has valued businesses in the food and beverage industry, the medical industry, the chiropractic industry, the housing and construction industry, the industrial industry, the financial, insurance and investment industries, the leisure industry as well as private equity, intellectual property, and personal and professional goodwill.
Scott Schroeder a CVA®, Certified Valuation Analyst through the National Association of Certified Valuators and Analysts (NACVA). He has also earned a Bachelor of Business Administration degree in Finance from The University of Texas at Austin while completing the Business Honors program. He earned a Master of Business Administration degree in Finance from Rice University.
Scott has performed company valuations on domestic and international companies. His valuations have been used in acquisitions, equity purchases, and divorce resolutions. Scott has prior professional experience as a Chief Financial Officer for private companies and in corporate banking, real estate and mutual funds. His work roles include financial and transaction analysis, financial valuation, earnings projections, and relationship management.
Calculation Report for Mediation
We provide truncated business valuation in Texas engagements which will set forth a Calculation of Value. These reports are typically 7-10 pages long and include just the financials. They are truncated reports meant to save the client money and be used in mediation. We will consider two of the three valuation approaches: the asset approach, the market approach or the income approach as appropriate to establish the fair market value of a business either as a going concern or a liquidation value. We will perform site visits, review historical financial statements, make normalizing adjustments to financial statements as appropriate and project financial statements into the future. We will provide the financial schedules in writing to support our calculation report. The fees are typically from $3,500 – $6,500. We request a $3,000 retainer.
These reports can be morphed into the full conclusion of value reports if mediation fails and court is necessary.
Full Detailed Reports for Court
We provide full business valuation in Texas reports which are comprehensive, supportable and understandable. We will consider the asset approach, the market approach and the income approach as appropriate to establish the fair market value of a business either as a going concern or a liquidation value. We will perform site visits, review historical financial statements, make normalizing adjustments to financial statements as appropriate, project financial statements, prepare and compare appropriate ratios, provide national economic, local economic and industry analysis, provide relevant facts as to how these factors affect the subject company, review non-operating assets and liabilities, consider multiple methods of valuation, make control and marketability adjustments as necessary and finally provide a conclusion of value.
These reports can be completed with a $5,000 retainer and an ongoing rate of $250/hour.