Calculation Report

The Calculation Report is a report where you agree with the client, prior to the valuation analysis, the methods that will be applied for that report. Unlike the Valuation Engagement where a value conclusion is reached after considering all the methods and applying the corresponding procedures, in the Calculation Report a value calculation is made without the need of a deep investigation and with more limited information. Therefore, it is usually more cost-effective and is recommended in the following cases:

  • Financial planning
  • Succession plan (“exit planning”)
  • Transaction of purchase-sale
  • Buy-sell agreement
  • Any other case where there is no litigation

To obtain more information about what is best for you and to determine how we can best assist you, contact us now.