Every engagement is governed by NACVA professional standards.
A professionally certified calculation of value — the practical tool business owners and their advisors need for the decisions that don't require a formal opinion of value, but still demand rigor and credibility.
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.
A professional report (typically 8–20 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.
A streamlined refresh of a prior Calculation of Value using updated financials. Designed for buy-sell agreements, recurring compliance, and businesses that need an annual fair market value determination.
If you already have a Calculation of Value from AXIS and need it updated with the latest year's numbers — same methodology, same rigor, faster turnaround, lower cost.
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. 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 within 2-3 weeks. There's no cost until we agree on scope."
| Calculation of Value | Annual Update | |
|---|---|---|
| Best for | Planning, buy-sell, negotiations | Recurring updates to prior Calculation of Value |
| Deliverable | Calculation of value | Updated calculation of value |
| Approaches | Market & income (as appropriate) | Same as original Calculation of Value |
| Timeline | 2–3 weeks | 1–2 weeks |
| Pricing | Fixed-fee | Fixed-fee |
| External use | Planning & transactional use | Planning & transactional use |
All engagements include fixed-fee pricing and compliance with NACVA Professional Standards. 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.
Not sure which service fits your situation?
We'll help you determine the right level of analysis — no commitment required.
