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Certified valuators (CVA, CBA, MAFF) and active members of premier industry organizations (NACVA, IBA)
Our Credentials

Why Choose ProformaCo

Decades of proven results in business valuation
  • Proven Experience

    Valuing business since 1995 across recessions, growth cycles, and market changes. Experience you can depend on.
  • Reliable Results

    Delivered professional, reliable valuations for mergers, acquisitions, tax purposes, SBA loans, and more.
  • Industry Expertise

    From manufacturing and retail to technology and healthcare - we understand your business

Terry K. Greenke, CBA, CVA, MAFF

Terry Greenke, the President, founded ProformaCo in 1995 and has been leading the firm's valuation practice for nearly three decades. With over 30 years of experience in business valuations and financial analysis, he brings specialized expertise to every client engagement. As a Certified Business Appraiser, a Certified Valuation Analyst, and a Master Analyst in Financial Forensics, Mr. Greenke has valued companies across diverse industries throughout the United States.
MEET OUR TEAM

Business valuation levels

Business valuations serve different purposes and levels of detail depending on the goal — from internal planning and financing to regulatory or transaction requirements. Each valuation level reflects the depth of analysis required for situations such as SBA lending, 401(k) rollovers, mergers and acquisitions, or preparing a business for sale.
ProformaCo offers three levels of business valuation services designed to align with your specific goals and reporting needs.

Detailed Valuation

A full valuation analysis that results in a Conclusion of Value. This valuation is the most comprehensive and typically ranges from 90 to 110 pages in length. It is a full-text document that includes sections addressing the Company, the purpose and effective date of the valuation, the economic and industry impact, assumptions made, financials, forecasts, methods used, the Conclusion of Value, a reasonable range of value, and more.

Calculation Report

A limited-scope valuation performed under agreed-upon assumptions. A Calculation Report indicates a Calculated Value and does not include all the procedures required for a Conclusion of Value from a Detailed Valuation. Accordingly, if a Conclusion of Value from a Detailed Valuation has been determined, the results may be different, and that difference could be significant. Clients typically choose this level of valuation to save costs, and they are usually small companies. This level of valuation is not acceptable for litigation purposes, SBA loans, or for the IRS.

Summary Valuation

A Summary Valuation, or “Abbreviated Detailed Valuation,” is a shorter, summarized version of a Detailed Valuation – typically for clients that need a high-level overview or internal reference. This valuation has the same due diligence and Conclusion of Value as the Detailed Valuation, but the text component is abbreviated from that of a Detailed Valuation in order to save costs to the client.

How It Works

Initial Consultation
We discuss your business and valuation needs over the phone. You'll learn about our services, timeline, and what to expect throughout the process.
Engagemnet & Agreement
Once you're ready to proceed, we'll send you a formal engagement letter outlining the scope of work and fee structure. Work begins upon signed agreement and payment.
Data Collection & Analysis
We gather necessary financial documents and business information from you. Our team conducts preliminary analysis and prepares the detailed valuation assessment.
Final Report Delivery
You receive a comprehensive, professionally prepared valuation report that's defensible and ready for your intended use.

Client Testimonials

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