SPARDATA Report: $6,000

The SPARDATA Report is our most popular product. It is extremely detailed - from 70-100 pages long. This product spells out not only the fair market value of the business, but also precisely how that value was determined including an extensive discussion of valuation assumptions used, relevant court cases and other factors forming the basis of the value conclusion. If a minority interest is being valued, the report documents the discount attributable to both lack of control and lack of marketability. Owners having their businesses valued for the first time typically want detailed information about how SPARDATA reached its conclusions so the lengthy SPARDATA Report is ideal for initial valuations. Update Reports may be used for second and subsequent valuations.

SPARDATA Reports are written so as to comply with Revenue Ruling 59-60, making them suitable for a wide range of purposes including buy-sells, business continuation, estate planning and succession planning. It is also frequently used by owners planning to sell their businesses as it provides an excellent foundation upon which to structure the deal.

SPARDATA Reports typically are delivered in 6-8 weeks from the time the order is placed. Clients unable to wait 6-8 weeks should consider purchasing a Rush SPARDATA Report which is delivered in 3 weeks or less.

FREQUENTLY ASKED QUESTIONS

GENERAL

What businesses can SPARDATA value?
Can SPARDATA value companies wherever they are located?
Do SPARDATA reports stand up to IRS scrutiny?
Does SPARDATA stand behind its work?
How long will it take SPARDATA to prepare my report?
How does SPARDATA assure quality?
Does SPARDATA value Family Limited Partnerships too?
What information does SPARDATA need to value a security?

PRODUCT LINE

When is 50-100 page report appropriate?
When is a 5-10 page Update Report appropriate?
How does my client order a SPARDATA Report or an Update Report?
Can SPARDATA also value Family Limited Partnerships?
How does my client order an FLP Report or an Update FLP Report?
Must the fee be paid in advance?
Is a SPARDATA valuation appropriate when buying (say) Key Man Insurance?
I have a client/prospect interested in selling his business - Is a SPARDATA appraisal appropriate?
I have a client/prospect who has received an offerfor his business - What appraisal would you recommend?

PLACING ORDER

What contract should my client use?
Must the fee be paid in advance ?
Must the questionnaire be completed with the order packet ?
Is it the affiliatesresponsibility to collect the data from the business owner?
Does SPARDATA ever require more information than that?
What if my client disagrees with SPARDATA's value conclusion?

VALUATION METHODOLOGY

How does SPARDATA value a business ?
How can you compare a small business to a large public company?
How large is the marketability discount?
How large is the control premium?
Do you ever see a "marketability discount" and a "control premium" at the same time?
Does SPARADATA visit the company being appraised?
Does SPARDATA ever use other valuation methods?
How does SPARDATA value a tangible asset like land (as opposed to operating a business)?
What if my clients company owns real estate? Does SPARDATA value the business and the land?
If the business owns several tangible assets, does SPARDATA charge a separate valuation fee for each one?