Professional Business Valuations

Serving small, medium, and large businesses — accurate, objective, confidential

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.

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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.

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VALUATIONS

ProformaCo

Non-Certified

CALCULATION REPORT

The Standard of Value Calculated Value
Reduced due diligence, text, exhibits, and methods used
Up to 3 years of financials
Normalization adjustments to financials
Typically, two market transaction methods
Typically, one or two income methods
Calculated Value presented as a range, as well as the Appraiser’s opinion
Does not conform completely to Revenue Ruling 59-60

Presented in a 45-50 page Report

ProformaCo

Certified Accredited Valuation Report

SUMMARY VALUATION

The Standard of Value can be Fair Market Value, Fair Value, or Investment Value, etc.
Full due diligence, exhibits, and methods used, but with abbreviated text.
Up to five years of financials
Normalization adjustments to financials
Typically, three market transaction methods
Typically, two income methods
Calculated Value presented as a range, as well as the Appraiser’s opinion
Conforms to Revenue Ruling 59-60

Presented in a 55-65 page Report

ProformaCo

Certified Accredited Valuation Report

DETAILED VALUATION

The Standard of Value can be Fair Market Value, Fair Value, or Investment Value, etc.
Full text, due diligence, exhibits, and methods used
Up to 5 years of financials
Normalization adjustments to financials
Typically, two to three market transaction methods with possible variations
Typically, two to three income methods
Fair Market Value presented as a range, as well as Appraiser’s opinion
Conforms to Revenue Ruling 59-60

Presented in a 90+ page Report

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