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Comprehensive Report
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Restricted Report
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Diagnostic Valuation
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Valuation Solution
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Single Value
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Single or Valuation Range
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Valuation Range
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Key Product Use
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Used for all valuation types (prepared for regulatory agencies)
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Used for most valuation types (not used for regulatory agencies)
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Used for operating companies (strictly as a business planning tool)
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Certified Report
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Description of the company and the interest being valued
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Exhibits supporting the conclusion of value
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Analysis of company operating fundamentals, key markets, and relevant industry data
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Analysis and review of macroeconomic impact
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Analysis of forward-looking financial information
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Analysis of company financial ratios relative to industry peer group
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Discussion of valuation methodologies and selection process
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Discussion of economic and industry conditions and outlook
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Discussion of company financial position and performance
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Discussion of normalization and valuation adjustments and assumptions
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Discussion of valuation input and Cost of Capital determination
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Discussion of marketability issues and applicable discounts
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** Where applicable
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