Frequently Asked Questions
Below are answers to common questions related to our services. Contact us today if you have any additional questions.
Are you providing me with a valuation?
No. ValuAnalytics does not provide appraisals or appraisal services. Our service solely provides quantitative analytics to support your internal processes. The deliverable includes expert-quality quantitative valuation analytics, but does not assess the impact of qualitative company-specific factors that play a critical role in determining a business’ value. If you require a business valuation, please contact us.
Do you perform valuations?
No, ValuAnalytics does not provide valuation services. If you require business valuation services from an experienced and qualified appraiser, please contact us. Our founder is a partner within a full-service valuation firm (Helios Consulting, Inc.) and can assist you with your business valuation needs. Proper scoping and a separate engagement letter with Helios Consulting, Inc. would be required to provide such services.
Why do your deliverables look so plain?
This is by design. Our standardized memo and exhibits are meant to be integrated into your internal documentation and are purposefully not branded or formatted. The sample memos provided on the website are provided in PDF format for ease of viewing. However, the deliverable you receive will be provided in word processor (i.e., .docx) and hardcoded spreadsheet (i.e., .xlsx) format so that you may edit the deliverable to your needs. This allows you to input additional descriptive information and any qualitative considerations following delivery of our analytics.
How much is this going to cost me?
Our valuation analytics are provided for a flat rate of $299 per company per valuation date. Additional services are listed on our Services & Pricing page. Please contact us for bulk pricing options.
You don’t provide a valuation conclusion, so what am I receiving for my money?
Absolutely right. We do not provide valuation conclusions. Our deliverable provides the quantitative analytics portion of a well-supported market approach, using public company data at a low monetary cost plus a 30-minute consultation session to discuss the analytics and answer questions. Additional benefits depend on your use of the deliverable (this list is illustrative and not all-inclusive):
- If you are using our product to support your internal fair value conclusions under ASC 820 in a financial reporting scenario, our deliverable can be integrated within your internal memos submitted to your audit firm. This will provide your auditors with additional information to complete their internal valuation review of your analysis and further confidence that all of the appropriate quantitative factors have been considered in deriving value. Our deliverable provides the same analytics that the audit team’s internal valuation reviewers will perform and may give you insights into what questions they may ask during the review process.
- If you are looking to support a qualitative “Step Zero” goodwill impairment test internally, our deliverable may help to streamline the review process with your auditors and/or identify where you may be questioned on your conclusions. It can also help you to quickly identify whether or not you need an appraisal, given the results of our analytics.
- If you are a business owner, our deliverable provides an inexpensive and easy way to benchmark your company against publicly-traded peers and determine a starting point for estimating value.
- If you are an auditor and do not have access to a valuation specialist to review a client’s valuation work, our deliverable provides additional support within your audit file to document the reasonableness of your client’s analysis.
- If you are an appraiser, our deliverable can save you time in building a model to perform the quantitative analytics the guideline public company method, allowing you to focus your efforts elsewhere in the engagement or your appraisal business.
I am trying to value my company using a DCF. How can you help me?
Our focus is providing quantitative support for the market approach, specifically the guideline public company method. While we do not currently provide functions to complete a DCF, we can still help to test the reasonableness of your concluded value. Your value can be used to calculate implied valuation multiples on various financial metrics, which can be tested against a company’s publicly-traded peer group. Additionally, our analytics can be used in certain cases to develop an exit multiple.
I received my analytics and the deliverable does not appear to support my expectation of value. What do I do?
The first step in addressing this issue will be to submit a Data Analytics Quality and Appraiser Review form. In submitting your request, please provide a description of why you believe the analytics to be inconsistent with your interpretation of value. We may require a brief discussion to gain additional insight into your perspective. We will review the analytics and provide feedback (including, in certain cases, a revised deliverable if appropriate). We cannot guarantee that the analytics will support your interpretation of value. Valuation is subjective and requires the interpretation of a wide range of quantitative and qualitative facts and circumstances. Our analytics are solely based on the quantitative factors considered and do not give credence to qualitative factors, which are critical to deriving a valuation conclusion. If you believe that you may require a full valuation, please contact us for a consultation.