Valuation Scopes

Phone: (808) 637-8480

Equity Valuation Associates offers a wide variety of fee based valuation services for banks, trust companies, business brokers, and individuals seeking to obtain an unbiased value for a corporation, partnership, sole proprietorship, limited liability company, limited partnership or promissory note.

From basic estimates of value to comprehensive IRS 59-60 and/or FASB Accounting Standard Code 820 valuations, our experienced appraisers will provide an accurate value to your business or investment.

Limited Scope Valuations

The objective of a limited scope valuation is to express a value of a business or investment that lacks the performance of additional procedures that are required in an appraisal.  A limited appraisal has the following qualities:

(1) It is expressed in a single dollar amount or as a range;

(2) It is based upon consideration of limited relevant information;

(3) The appraiser conducts only limited procedures to collect and analyze the information that such appraiser considers necessary to support the conclusion presented; and

(4) The valuation is based upon the conceptual approaches deemed by the appraiser to be most appropriate.

Although all of our analysis will be documented in our work papers, it will not all be presented in the report.  Therefore, the report is not in compliance with the reporting standards established in the Uniform Standards of Professional Appraisal Practice (USPAP).

Comprehensive Valuation

An asset-based or stock-based valuation. Comprehensive valuations are required for pending litigation, IRS audits, partnership disputes, gift/estate planning, and for sellers, buyers, or lenders planning for the sale of a business that desire more in-depth analysis and documentation than the Full Scope Valuation provides.

A comprehensive valuation report is a comprehensive business appraisal report prepared to contain at a minimum, the requirements set forth under the Uniform Standards of Professional Appraisal Practice (USPAP), as well as meeting the requirements set by the Institute of Business Appraisers (IBA).

A comprehensive appraisal has the following qualities:

(1) It is expressed in a single dollar amount or as a range;

(2) It is based upon consideration of all relevant information available to the appraiser;

(3) The appraiser conducts all procedures necessary to collect and analyze the information to accurately reflect the value of the business; and

(4) The valuation is based upon the conceptual approaches deemed by the appraiser to be most appropriate.  

Update Valuation

Primarily used when a client has previously had a valuation conducted, usually from prior years. We perform the same type of valuation as previous valuations for less cost as a result of supporting analysis that had already been completed.

Rush Valuation

An expedited valuation process, the Rush Valuation moves your request to the front of the line.

Equity Valuation Associates, LLC

Telephone: (808) 637-8480

19215 SE 34th Street #106-332
Camas, Washington 98607

Equity Valuation Associates

Phone: (808) 637-8480

©2013-2024 - Equity Valuation Associates, LLC (ERISA Valuation Associates)

Telephone: (808) 637-8480

19215 SE 34th St. #106-332    Camas, Washington    98607