Two services. One standard of quality.
Calculation Engagements developed with reference to NACVA Professional Standards.
Calculation Engagements developed with reference to NACVA Professional Standards.
Calculation of Value is AXIS’s expanded Calculation Engagement: broader agreed scope and deeper analysis than PVA, producing a Calculated Value documented in a Calculation Report — developed with reference to NACVA Professional Standards. It is the practical tool owners and advisors need when decisions demand rigor without a formal Conclusion of Value.
Ideal for planning, negotiations, and internal decisions where you need a credible number backed by professional standards. Not intended for litigation, regulatory filings, or financing where a formal opinion is required. For those situations, we can refer you to a trusted colleague offering comprehensive valuation services. Unsure which scope your situation calls for? Read our plain-English decision guide.
Sample report cover — fictional data.
See the full sample →
A professional report (typically 15–25 pages) that clearly states what your business is worth and explains how we arrived at that number — including what comparable businesses have sold for, what your earnings look like after adjustments, and what factors affect your company's specific risk profile. We walk you through the findings on a call so you understand every page.
Preliminary Value Assessment (PVA) is AXIS’s focused valuation service. When performed under Path A, it is a Calculation Engagement that produces a Calculated Value within the agreed scope, delivered in a Calculation Report. Scope is narrower and analysis more streamlined than a Calculation of Value — From $750 — so you get an informed reference point without the expanded procedures of the deeper CoV engagement. It is not a substitute for that deeper work, and it is not a Conclusion of Value.
Scope and deliverables are defined in the engagement letter. For clients who already hold an AXIS Calculation of Value and need continuity, see Ongoing Valuation Support below.
Continuity and refresh support for clients with a prior AXIS Calculation of Value — keep the number current as the business and purpose evolve. This is not a productized automated program.
Public pricing is not listed for this secondary offer. Ask about ongoing valuation support when you contact us.
Ask about ongoing valuation supportA calm, plain-language path from engagement letter to supported result — including how sensitive financial information is shared.
Depth and timeline can differ by engagement. This general journey applies to Preliminary Value Assessment and Calculation of Value / Calculation Engagement work.
The Fit Check is a qualification and readiness step — not a valuation. Ongoing Valuation Support is continuity and refresh support for clients with a prior AXIS Calculation of Value; it is not part of this six-step valuation workflow.
Client materials for an engagement are handled confidentially, used for that engagement, and exchanged through AXIS’s designated secure channel. The public contact form is for inquiries only. Engagement-letter terms govern the work.
Most CPA firms don't have a credentialed valuation analyst on staff — and don't need one full-time. AXIS gives you access to CVA-level analysis on a per-engagement basis, without the overhead of hiring, credentialing, or managing a valuation department.
Your clients stay yours. We operate behind the scenes to deliver:
Whether it's a one-time engagement or an ongoing relationship, we scale to your needs without adding headcount to your firm. Not sure a situation warrants a referral yet? See the triggers you're probably already seeing. For acquisition scenarios, a Calculation of Value engagement can focus specifically on normalized earnings analysis — the same standards, the same rigor, scoped to support your due diligence process.
"I've arranged for a credentialed valuation analyst to provide a Calculation of Value for your business. They specialize in Puerto Rico closely-held companies and will work with us behind the scenes. You'll receive a professional report typically within two to three weeks. There's no engagement begins until scope and fee are agreed."
| Calculation of Value | Preliminary Value Assessment | |
|---|---|---|
| Best for | Planning, buy-sell, negotiations — expanded Calculation Engagement | Focused Path A Calculation Engagement before a fuller CoV |
| Deliverable | Calculation Report with Calculated Value | Calculation Report with Calculated Value (scope per engagement letter) |
| Approaches | Market & income (as appropriate) | As agreed in the engagement letter |
| Timeline | 2–3 weeks 3–4 for complex engagements |
1–2 weeks |
| Pricing | $2,000 – $3,500 | From $750 |
| Prerequisite | None | Per engagement letter (not a CoV substitute) |
Engagements are developed and reported with reference to NACVA Professional Standards by a CVA-credentialed analyst. Fees are quoted before work begins. We work in English and Spanish.
Need a formal conclusion of value for M&A, complex structures, or high-stakes transactions? We can refer you to a trusted colleague offering comprehensive valuation services. Contact us to discuss.
We decline engagements that call for a Conclusion of Value rather than scoping them down to fit. Knowing where the boundary sits is part of the work.
Not sure which service fits your situation? Try the 5-question Fit Check — no contact info required.
We'll help you determine the right level of analysis — no commitment required.