Packages

Business Consulting

We specialize in increasing the value of your business by implementing and refining reproducible systems, increasing efficiency, and maximizing profitability.

Each business is unique. All of our consulting packages are customized for our client’s individual needs and goals.

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Startup Services

We offer CPA and CVA certified startup services including:

Pre-Money Valuations
409 (a) Valuations
Cap Tables
Financial Statement Certification
Crowd Funding Reviews

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Valuation Packages

Calculated Opinion Letter

Tier One
$ 497 Starting At
  • Uses:
  • Internal Reference
  • Personal Tax Planning
  • Personal Retirement Planning
  • Strategic Decision Making
  • Value Add Consulting
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Tier Includes: 2-5 page letter providing a rough estimate of the value of the business. Perfect for business owners thinking about selling their business in the next few years or wanting an estimate for personal tax or strategic planning.

Limited Scope Appraisal

Tier Two
$ 1497 Starting At
  • Uses:
  • Internal Reference
  • Personal Tax Planning
  • Personal Retirement Planning
  • Strategic Decision Making
  • Value Add Consulting
  • Pre-Litigation Planning
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Tier Includes: 10-30 page report providing an approximate value of the business based on one valuation method. This report is also intended for internal reference, yet provides a greater degree of accuracy than the tier one report.
Popular

Certified Valuation Report

Tier Three
$ 2997 Starting At
  • Uses:
  • Buy-Sell Agreements
  • IRS Estate and Gift Tax
  • Divorce
  • Loan Acquisition
  • Equity Issuance
  • Shareholder Disputes
  • Bankruptcy
  • Litigation
  • Financial Reporting
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Tier Includes: 30-60 page report arriving at a conclusion of value. Most reliable report following all NACVA reporting standards. Considers all three generally accepted valuation methods. Includes an onsite visit and benefit stream analysis and financial statement forecasting. Intended for external users, including legal matters, litigation, and IRS issues. This report is designed to hold up under examination in litigation.