BUSINESS VALUATION SERVICESDenise French holds the CVA, Certified Valuation Analyst through the National Association of Certified Valuators and Analysts (NACVA). We offer mediation ready oral reports for a flat fee. We also provide full court ready reports.
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 22-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.
Brent McMinn assists with the valuations as Divorce Strategies Group research and economic analyst. He is currently in the Certified Financial Analyst (CFA) program. He has passed Level 1 of the CFA program in June 2017 and passed Level 2 of the CFA program in June 2018. He is a CFA Candidate to sit for Level 3 in June 2019. Brent also achieved a B. A., in Economics in 2015.
Our firm provides either a mediation ready oral report or a detailed report for court. The time and cost of each is described below
Oral Report for Mediation
We provide oral business valuation reports which will set forth a Conclusion of Value. 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 phone interviews, 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 oral report.
These reports can be completed for a flat rate of $3,000.
Full Detailed Reports for Court
We provide full business valuation reports which are coherent, 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 $225/hour.