Valuation Products

SPARDATA offers three primary valuation products. To learn which valuation is right for you, set up a free consultation or call us at (800) 895-4100 and ask to speak with a Value Consultant.

Gold Level: The Premium Valuation

This is SPARDATA’s ’gold level’ valuation product and should be chosen when the highest level of accuracy is required. Features include:

1. Site visit by two SPARDATA analysts;
2. Face-to-face interview with the management team;
3. Interviews with key customers;
4. Investigate comparable public and/or private companies;
5. Benchmark company against industry peers;
6. Detailed economic report;
7. Review up to five years of the company’s past performance;
8. Detailed analysis of the company’s financial trends and metrics;
9. Considers all three major valuation approaches (Income, Asset, and Market); findings from each, as well as a detailed explanation of the approach(es) selected;
10. Final report is an impressive bound document, plus electronic copy;
11. Meets the AICPA’s Statement on Standards for Valuation Services (SSVS) requirements for Conclusion of Value engagements.

Silver Level: The Summary Valuation

This is SPARDATA’s ‘silver level’ valuation product and should be chosen when a high level of accuracy is required. It differs from the Premium Valuation principally in that there is no site visit by a SPARDATA Analyst, nor key client interviews. Features include:

1. No site visit by SPARDATA;
2. Telephone interview with management team;
3. No interviews with customers;
4. Investigate comparable public and/or private companies;
5. Benchmark company against industry peers;
6. Summary economic report;
7. Review up to five years of company’s past performance;
8. Limited analysis of the company’s financial trends and metrics;
9. Considers all three major valuation approaches (Income, Asset, and Market); findings from each, as well as a detailed explanation of the approach(es) selected;
10. Meets the AICPA’s Statement on Standards for Valuation Services (SSVS) requirements for Conclusion of Value engagements.

Bronze Level: The Calculated Value Report

This is SPARDATA’s ‘bronze level’ valuation product and should be chosen when cost minimization is a major consideration. It differs from the Premium and Summary products principally in that SPARDATA considers just one valuation approach, not three, so its conclusions may be less reliable. Features include:

1. Client participates with SPARDATA in selection of valuation approach;
2. No site visit;
3. Telephone interview with the management team;
4. Summary economic report;
5. Review of up to three (not five) years worth of the company’s financial information;
6. Considers just one of the three valuation approaches (Income, Asset, and Market). No discussion of non-utilized approaches;
7. Final report is in the form of a transmittal letter plus attached spreadsheets;
8. Meets the AICPA’s Statement on Standards for Valuation Services (SSVS) requirements for Calculation of Value engagements.

Fixed Price Quotes

SPARDATA believes in pricing a project as a fixed-rate amount before beginning work. Fixed pricing gives you peace of mind and crystal-clear expectations of us from the very beginning of the project.

Each valuation is unique – just like each business we value is unique. Before quoting a fixed price for your project, we need to understand its size, complexity, and other important attributes.

Let us provide you with a free fixed price quote. To contact us via phone, please call (800) 895-4100 and ask to speak with a Value Consultant. To set up a conversation through the website, click here to fill out a form for a free consultation. We look forward to speaking with you.