VALUATION SERVICES
Reports #1 and #2 are detailed reports that are typically required by federal government agencies, financial institutions, the SBA, lawyers for estate purposes, the IRS, insurance companies, investment groups, buyers and sellers.
1.If the real estate (house) is owned - Complete Self- Contained Narrative Report that consists of an on-site inspection, complete in-depth analysis of the center, competitive market analysis, market conditions analysis, review of all financial statements, valuation of the going concern, valuation of the real estate or alternative value and a detailed evaluation of the furniture, fixtures and equipment which is utilized in the going concern valuation.
2.If the real estate (house) is leased - Complete Self- Contained Narrative Report that consists of an on-site inspection, complete in-depth analysis of the center, competitive market analysis, market conditions analysis, review of all financial statements, business valuation and a detailed evaluation of the furniture, fixtures and equipment which is utilized in the going concern valuation.
Reports #3 and #4 are limited scope reports that are typically requested by owners, buyers, partners in business, investment groups, brokers for listings, preliminary planning or interested third parties.
3. If the real estate (house) is owned and a likely sale or purchase price estimate is requested without an on-site visit - A limited scope report with extraordinary assumptions that the house is in average to good condition with no deferred maintenance and all information provided by the client is correct and reasonable, a review of all financial statements and an estimate of a likely sale or purchase price of the going concern.
4. If the real estate (house) is leased and a likely sale or purchase price estimate is requested for the business without an on-site visit - A limited scope report with extraordinary assumptions that the house is in average to good condition with no deferred maintenance and all information provided by the client is correct and reasonable, a review of all financial statements and an estimate of a likely sale or purchase price of the business value.
Report #5 is typically requested by accountants, lawyers, investors, buyers, sellers and tax consultants.
5. Furniture, Fixtures and Equipment Valuation on site or per desk valuation by whichever of the 3 methods sought -Fair Market Value in Place (FMVIP) – The in-place method assumes that the equipment has greater value to the purchaser of the equipment because it is in-place and plays an integral role in the generation of revenue. Orderly liquidation value - That is the proceeds one could expect from the sale of the assets held under normal conditions given a reasonable period of time in which to find a purchaser assuming the cost of all removal and other related cost. Another definition: This assumes that the enterprise can afford to sell its assets to the highest bidder. It assumes an orderly sale process. It assumes that the seller can take a reasonable amount of time to sell each asset in its appropriate season and through channels of sale and distribution that fetch the highest price reasonably available. The other type of liquidation, Forced Liquidation Value – occurs when a company or business must liquidate assets for the purpose of quickly offloading assets (whether the majority or a portion of the assets) for one reason or another. (We send you a detailed questionnaire to aid you in gathering information for the FF&E valuation).
