Appraisal Process

Initial Consultation: Since every engagement is unique, we start first by conducting a confidential, no-obligation meeting to understand the specifics of your situation and to determine the reason for the valuation.
Engagement Agreement: We will then prepare an engagement agreement that describes the assignment, including the date of the opinion of value, what is being valued, the time needed to complete the assignment, and the fees involved.
Valuation: We will gather the data necessary to complete the assignment including information provided by you, relevant market, industry and economic data, and financial market data. We then select and apply valuation methods best-suited to your assignment. We conduct an on-site visit with your company to meet management, to tour the facilities and to answer any questions you may have.
Report: We will provide verbal or written reports as directed by you. The report will explain the appraisal process followed, the research performed, the valuation methods used, the assumptions made, and a thoroughly supportable the opinion of value.