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| 1. |
The broker meets with you to determine the type of valuation required
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| 2. |
During the meeting, the broker will assist you in the completion of the Company
Profile information needed for the valuation
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| 3. |
Once the Company Profile has been completed and the financial documents obtained,
the broker mails, faxes or emails the package of information to the third party
Valuation Analyst
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| 4. |
The Valuation Analyst will review the documents and begin the valuation. During
this process, if the Analyst has any questions or requires additional information,
he will contact the broker to obtain them
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| 5. |
The valuation process for a Letter of Opinion, Value Analysis or Limited Formal
will take 5-10 business days once we have the required financial information, a
completed Company Profile and all questions have been answered. The M&A and all
comprehensive reports will take 4-6 weeks due to the complexity of the valuation
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| 6. |
At the 5-7 business day timeframe, the Valuation Analyst will issue a preliminary
review of the valuation. This review is crucial to the final report. It assures
that all details have been considered and allows for any adjustments in case of
new information or further clarifications
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| 7. |
Once the review with the broker has been conducted, the Valuation Analyst will finalize,
print and mail the final valuation report
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| 8. |
The broker will receive two hardcopies and an electronic copy (if requested) of
the final report. He will then forward the report to you via the 2-3 day express
mail by the post office. Overnight FedEx deliveries and additional copies are offered
for an additional cost
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