Value calculation

• For quick snapshot of value estimation for exit planning, value growth analysis, and financial projections.​

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​​Restricted valuation

• A restricted valuation offers a value calculation without analysis of the purpose behind the valuation engagement, market conditions, the nature of the subject interest, and the reconciliation of various approaches to value.  For private transfers that do not incur estate tax, M&A that does require a full valuation, and parties in mediation or arbitration.

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​Full valuation

• For estate tax, M&A, or distress sale purposes.  A full valuation may be required by the IRS, shareholders or lenders, or the court.​​