Valuation Report Comparison

The chart below compares the different types of valuation reports available and what you can expect to receive with each type.

The reason for the valuation and the nature of your business, as well as the percentage and type of interest to be valued will help determine the type of valuation report you need. 

Contact PCE today to discuss your valuation.

 

Comprehensive Report

Restricted Report

Diagnostic Valuation

Valuation Solution

Single Value 
 Single or Valuation Range

Valuation Range

Key Product Use



Used for all valuation types (prepared for regulatory agencies)



Used for most valuation types (not used for regulatory agencies)



Used for operating companies (strictly as a business planning tool)

Certified Report

     

Description of the company and the interest being valued

     

Exhibits supporting the conclusion of value

     

Financial Wellness Assessment**

     

Analysis of company operating fundamentals, key markets, and relevant industry data

     

Analysis and review of macroeconomic impact

     

Analysis of forward-looking financial information

     

Analysis of company financial ratios relative to industry peer group

     

Discussion of valuation methodologies and selection process

     

Discussion of economic and industry conditions and outlook

     

Discussion of company financial position and performance

     

Discussion of normalization and valuation adjustments and assumptions

     

Discussion of valuation input and Cost of Capital determination

     

Discussion of marketability issues and applicable discounts

     

**  Where applicable

 Contact PCE today to learn more about how a Valuation will help your company.  Our valuation process is proven, consistent, and collaborative.

 

 

Main Contact(s)

Daniel Kvarnberg

Orlando Office

407-621-2132

Andre Sutherland

Orlando Office

407-621-2119

Paul Vogt

Atlanta Office

678-641-4760