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VALUATIONS
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 Valuations Process
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1. The Broker meets with the client to determine what type of valuation is required.
   
2. During the meeting, the Broker will assist in the completion of the Company Profile information needed for the type of valuation selected.
   
3. Once the Company Profile has been completed and the financial documents obtained, the package of information is mailed, faxed, or emailed to third party Valuation Analyst.
   
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.
   
5. The valuation process for a Snapshot, 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.
   
6. At the 5-7 business day timeframe, the 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 that may need to be made based on new information or further clarifications.
   
7. Once the review with the Broker has been conducted, the Analyst will finalize, print, and mail the final valuation report.
   
8. The Broker will receive two hardcopies and an electronic copy (if requested) of the final report. Shipments are typically sent 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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