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Solutions

SPARDATA offers many different solutions to meet the business valuation needs of our clients. Each service is designed to help you at each valuation milestone in your business' life. To learn which valuation is right for you, set up a free consultation.

If you're ready to go on a project, please click here to get started.

Calculated Value Report ($5,000)

Choose the Calculated Value to establish a value for a buy-sell agreement, for retirement planning or for other applications where the number will not be scrutinized by the Internal Revenue Service and thus need not meet IRS Revenue Ruling 59-60 standards.

  • Good for: buy-sell agreements, retirement planning, buying or selling a business.
  • Does not include: In-depth analysis (needed to meet AICPA and IRS standards), industry information, economic outlook, competitive landscape.

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Summary Valuation ($7,500)

Choose the Summary Valuation to establish a value for estate planning purposes, for gift tax purposes, or for other applications where the report may be scrutinized by the IRS and therefore should meet Revenue Ruling 59-60 standards. It includes analysis and research necessary for SPARDATA to express an opinion of the fair market value.

  • Good for: estate or gift tax planning, anything that might be reviewed by the IRS.
  • Does not include: site visit, discussion and forecasting of economic outlook, industry trends, or competitive landscape.

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Detailed Valuation ($20,000)

Choose the Detailed Valuation to establish the value for a divorce or  other applications likely to be litigated or for other applications where detailed knowledge of an entity is required.

  • Good for: cases likely to end up in litigation.
  • Includes: site visit, in-person interviews with company management, discussions and forecast of national, regional and local economic conditions; industry trends; and company's competitive landscape.

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Discount-Only Valuation ($6,000)

Choose the Discount-Only Valuation to establish the value of a family limited partnership, family limited liability company or other similar entities.  Meets IRS standards for estate and gift tax purposes, but the client has responsibility for providing a fair market value for the entity’s underlying asset(s).

  • Good for: partnerships that can provide specific values for their underlying assets.
  • Not good for: operating companies.

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Rush Service ($2,000)

Adding the Rush Service to your valuation puts your report at the front of the production queue.  This allows the project to be completed in about half the time.

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Returning Customer Discount (10 to 20%)

Returning customers are entitled to a discount on an update to a previous valuation. Update your report annually and get 20% off.

  • Get 20% if you got a valuation last year.
  • Get 10% off your order if it has been 2 or more years since your last valuation.
  • Please set up a free consultation to learn what discounts you're entitled to.
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