What’s the process? It’s Easy



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Once we have a more detailed understanding of your requirement we can match you with a relevant expert and provide a firm quote.



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Submit financial information not limited to historical performance but also to near term value or wealth creation components of your business including intangibles such as brand.


Depending on complexity, quality of information, and level of sophistication reports are generally completed two week after formal submission of an application.  Reports may be from twelve to sixty pages in length.

Note: It is essential that financial information be organized and accurate to avoid delays or any additional costs.

If there is a real estate component to a transaction we can refer to licensed real estate appraisers.