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DO CLIENTS KNOW WHAT'S IN A REPORT?

Probably not. Most often, the client only looks at the page(s) concluding the value.

Our process for conducting an appraisal, valuation or cost segregation analysis is specifically designed to fully inform the client via the following:

  1. The key assumptions we are using.
  2. Nuances in market data and how it impacts our analysis.
  3. The effect of their financial projections on the business or IP value.
  4. How the value "falls" within a narrow band, or range, even with changes in assumptions. Often this is accomplished via our use of Monte Carlo simulation software.
  5. Providing our preliminary estimates/results before finalizing the schedules and/or report.
  6. Keeping the professional advisor team (legal, accounting, insurance, etc.) fully informed, both during and after the process. When our results vary from expectations, the "team" may need to revise the plan or strategy.
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