Types of Valuations

 Calculation
Non-Opinion
Estimate of Fair Market Value
Restricted Use Report
Opinion of Value
Appraisal Report
Assurance/
Credibility
Least, but
well-developed
Moderate, but
well-considered
Highest, and
best-received
Level of Analysis,
Investigation and
Independent
Corroboration
LimitedModerateExtensive
Typical Type of
Report
OutlineSummaryDetailed
Typical Timing 2 weeks4 weeks6 weeks

Please note that while a Calculation of Value is sufficient for most needs and we are happy to provide the most economical service. Certain situations, such as ESOPs and SEC reporting, require a full opinion (per the Department of Labor, the Internal Revenue Service or Securities and Exchange Commission).

Our credentials and ESOP and SEC experience make our Reports acceptable by all government, legal and accounting standards.






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