How It Works

  • Order your Valuation Report and pay with a credit card.

  • You can then choose to either:

    A. Email the documents needed directly, or

    B. Register as a new user and upload the documents online, returning as necessary until all of the documents have been uploaded.

  • Once the necessary documents have been emailed or securely uploaded, we will start your valuation and reach out with any questions we may have. The valuation takes approximately 7 business days to complete.

  • You will receive the valuation and an invitation to set up a follow up call via email once the report is completed. The follow up call will be with Rick Krebs, CPA, the author of the report. He will review the report with you, answer your questions and explain how he arrived at the valuation number.

Information you will need to provide:

  • Complete a Valuation Questionnaire.
  • Past 3 tax returns and/or past 3 YTD P&L’s and Balance Sheets through the most recent month.
  • Accounts Receivable listing if AR is not listed on the Balance Sheet.