NCBV NorCal Business Valuations
 
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Services Overview
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1.800.528.9246
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Click here to view the brochure.
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Every Business is Different.

And, every NCBV client has a different purpose for his or her business valuation.  So, NCBV offers a range of valuation solutions to match your particular situation -- from a summary assessment of value for general business purposes to a comprehensive report geared to satisfy estate and gift tax requirements.

Unlike some valuation reports that are a jumble of disconnected facts and formulas, an NCBV report tells the story of your business by meshing your business’ facts with modern valuation analysis.  So, your valuation not only employs current theory and techniques, but makes business sense.  This clear focus helps the valuation withstand the scrutiny of those that will use it, review it, depend on it, or try to tear it apart.

Whichever service you need, NCBV will work your engagement with independence, superior technical skills, and adherence to NACVA standards -- the highest in the valuation profession.

The table below lists a sample of NCBV services.  We can also work to suit your specific needs. 
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Service Type

Typical Purpose

Contents

Fees

 

Verbal Report

• General Business

Range of value.
Summary analysis.

$

Small Business Report

• General Business
• Marketing
• Negotiation Support

Range of value.
Brief, written analysis.

$$

Letter or Memo

• All the above
• Business / Partnership Issues
• Litigation Support

Limited financial analysis
and support data.

$$ to
$$$

Calculation Report

• All the above

Calculated Value.
Significant analysis and support data, one or more agreed valuation approaches.

$$$

Comprehensive Report

• All the above
• Estate and Gift Tax
• Family Limited Partnerships

Conclusion of Value.  Complies with federal tax filing requirements; substantial analysis and support data, multiple valuation approaches.

$$$$

Exit Planning

•Selling Business, Retirement, Family or Employee Succession

Engagement scope
depends on owner needs

$$ to
$$$$$

Valuation Consulting

• Business Value Enhancement
• Buy/Sell Agreements
• Economic Damages
• Estate/Gift
• Feasibility
• Fractional Interests
• Litigation Support
• Succession Planning
• More

Engagement scope depends
on purpose and client's needs.

$$ to
$$$$$

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