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Calculation of Value Engagements

A faster, lower-cost valuation for decisions that don't require a full conclusion of value.

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A Practical Valuation for Practical Decisions

Not every decision needs a full valuation report. A calculation of value applies agreed-upon methods to arrive at a supportable number, without the scope, time and cost of a full conclusion of value.

It's often the right tool for internal planning, early deal conversations or periodic updates between owners. If the situation later moves into a sale, a dispute or an IRS filing, the work can be expanded to a full conclusion of value. We'll tell you up front which level of work your situation needs.

What We Do

1

Calculation Engagements

Applying agreed-upon valuation approaches to reach a calculated value.

2

Preliminary Deal Analysis

A reliable starting number before committing to full diligence.

3

Planning Support

Value estimates for succession, gifting strategy or internal decisions.

4

Owner Discussions

A neutral starting point for partner or family ownership conversations.

5

Periodic Updates

Recurring calculations to track value over time.

Who Is This For

  • Owners who need a number but not a full report
  • Companies in early transaction discussions
  • Partners or families starting ownership conversations
  • Businesses tracking value year over year

Meet the Team

Our valuation team helps you choose the right level of work for the decision in front of you.

Frequently Asked Questions

Can a calculation of value be used for the IRS or in court?

Usually not. Estate and gift tax filings, litigation and other situations where a third party will rely on the number call for a full conclusion of value. A calculation can be expanded into one if needed.

How is a calculation of value different from a conclusion of value?

In a conclusion of value, the analyst selects the approaches and completes the full analysis. A calculation uses approaches agreed with you in advance, so it is faster and less expensive.

Need a number, not a full report?

Let's talk about scope.

Connect With Us Call: 610-544-5900

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