Request a Business Valuation
Get a business valuation for M&A transactions, estate tax planning, SBA financing, or litigation support. Our USPAP-compliant reports are prepared to meet the standards financial institutions and courts require.
FAQ
Frequently Asked Questions
How do I request a valuation?
Complete the form above with your business details and the reason you need the valuation. We'll review your request and follow up to discuss scope, timeline, and fees.
What happens after I submit the form?
A member of our team will contact you within 24 hours to confirm the purpose of your valuation and outline the documentation we'll need.
Can I get a valuation for more than one purpose at once?
Let us know all the intended uses upfront, such as SBA financing alongside estate planning. Some purposes require different valuation standards.
Do you serve businesses outside Oklahoma?
Yes. Business valuation is performed remotely using the financial and operational records you provide, so we're able to serve companies outside Oklahoma as well.
What's the difference between a full valuation and a calculation of value?
A full valuation involves comprehensive analysis suitable for IRS filings, litigation, or lending. A calculation of value applies less extensive procedures for internal planning.
How is payment structured?
We propose a fixed fee before beginning work, based on the scope and complexity of your engagement.