Business Valuation Process

1. Meet with the client and his or her advisors to discuss the purpose of the valuation

2. Assess the level of risk and determine the type of report needed

3. Determine the appropriate standard of value

4. Evaluate what is being valued - client owning a controlling interest versus a minority interest

5. Gather financial, company and industry data

6. Analyze data, tangible and intangible factors

7. Determine which valuation methods to use and apply them

8. Consider discounts/premiums or any adjustments to value

9. Issue deliverable