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How to Create a New Valuation

Select Add New Company.

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Choose Yes.

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Enter Company Information followed by Owner Information. Be sure to assign a NAICS industry code for industry comparison. When through, click Save and Continue. 

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Fill in the Valuation Information including: 

  • Valuation Date 
  • Engagement Type
    • Valuation or Calculation
  • Ownership Interest 
    • Controlling or Non-controlling
  • Method of Valuation
    • Enterprise Value (MVIC) or Equity Value
  • Standard of Value
    • Fair Market Value, Fair Value (State Statutes), Fair Value (Financial Reporting), or Investment Value 
  • Premise of Value
    • Going-Concern, Liquidation or Orderly Disposition  

Then select Save and Continue.

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You will be redirected to the Valuation Center where you can begin to enter your client’s financial data.