Resources
Practical guides on business valuation for owners and the professionals who advise them.
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 articleA page-by-page preview of our core deliverable — executive summary, normalized earnings, market approach, and value conclusion. Fictional data, real structure.
View SampleNACVA'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 quoted-fee, quoted upfront before work begins. Typical bands: Preliminary Value Assessment (PVA / Path A) From $750; Calculation of Value (CoV) $2,000–$3,500; Ongoing Valuation Support (OVS) quoted (no public price). Exact fees depend on scope, complexity, 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. Preliminary Value Assessments take 1–2 weeks. Timelines can vary depending on business complexity and how quickly documents are provided.
Reports are delivered in English. Service is conducted bilingually — scoping calls, document requests, management interviews, and the analyst walkthrough all happen in English or Spanish, whichever your client prefers. English delivery keeps the report consistent with the NACVA standards and comparable-transaction sources it relies on, and is the form lenders, attorneys, and counterparties expect.
AXIS Calculation Engagements are developed and reported with reference to NACVA Professional Standards — the framework that guides how calculation work is scoped, disclosed, and presented in a Calculation Report. AXIS may describe its calculation work in terms familiar to advisors who work under AICPA SSVS-1; that does not mean AXIS claims AICPA membership, SSVS-1 engagement classification, or AICPA endorsement. USPAP informs ethics and competency expectations across appraisal disciplines; AXIS does not claim USPAP-certified appraisal practice or USPAP endorsement. NACVA, AICPA, and USPAP do not endorse AXIS.
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