Business Valuation Process

Steps in the Business Valuation Process

1. Contact us to have a free no obligation consultation about the business you would like a valuation for. We provide you with our Non-Disclosure Agreement, prior to our discussion. At MAXIMA we pride ourselves in our client relations, confidentiality process, and the quality and technical expertise used to generate a business valuation document to meet your requirements.

2. After our initial discussion, we will complete a face to face visit with you and/or your team to confirm our ability to complete the type of business valuation for your requirement. After reviewing introductory materials and being comfortable that we can assist you, we will provide you a list of required supporting documentation, and our Services Work Agreement. Once you have reviewed the documentation and completed the agreement we provide you with a clear set of milestones to move forward.

3. Once all of the data has been received and is well understood, we begin our business valuation process. This usually takes 7-10 business days after the receipt of all data. The first round of documentation typically leads to additional question and clarifications. Part of our process includes completing the appropriate independent market research for your sector.

4. The first draft of the business valuation is sent to the client for feedback. We encourage our clients to go through the document and make any clarifications within the document itself. We answer any questions you may have and incorporate your comments and clarifications into our next version.

5. Once completed we will work through the business valuation document with you and/or your team to insure the document meet your specific requirements.

Our goal is to provide a well researched, properly supported professional business valuation document that will stand up to review and critical examination.

See the Traditional Method of Business Valuation