Practical guides on business valuation for owners and the professionals who advise them.
What a valuation actually is, when you need one, what drives the value of a small business, and what the process looks like from start to finish.
Read articleA practical guide for identifying when a referral to a valuation specialist is warranted — and the triggers you are probably already seeing.
Read articleA straightforward decision guide. Not every situation requires a formal opinion of value — here is how to determine the right scope for your needs.
Read articleThe island's tax structure, regulatory environment, and business culture create distinct considerations that a generic mainland approach will miss.
Read articleNACVA's overview of the Certified Valuation Analyst credential — what it means, what it covers, and how to select a qualified professional.
View PDFHow AXIS works with CPA firms as an embedded valuation resource. Scope, pricing, and the referral process.
View PDFCómo AXIS trabaja con firmas de CPA como recurso de valoración integrado. Alcance, precios y proceso de referido.
Ver PDFAll engagements are fixed-fee, quoted upfront before work begins. Pricing depends on the scope of the engagement, the complexity of the business, and data availability. There are no hourly rates and no surprises. Start a conversation to receive a quote.
Typically: 3–5 years of tax returns, financial statements, a current aged receivables/payables report, details on owner compensation and benefits, and any relevant legal agreements. We provide a detailed, tailored document request list at engagement kickoff.
For most internal, planning, and transactional purposes — yes. If your situation involves high-stakes transactions, M&A due diligence, or complex ownership structures that require a formal conclusion of value, we can refer you to a trusted colleague offering comprehensive valuation services. We'll help you determine the right scope. Contact us to discuss the right scope for your situation.
A Calculation of Value typically takes 2–3 weeks from receipt of complete data. Annual Updates take 1–2 weeks. Timelines can vary depending on business complexity and how quickly documents are provided.
Reports are delivered in English by default. Spanish-language delivery is available upon request for an additional fee.
All engagements follow NACVA Professional Standards, consistent with AICPA SSVS-1 and USPAP. These standards define the scope, methodology, documentation, and reporting requirements for every engagement.
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