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Business Valuation Services
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 Black
& Associates LLP specializes in providing cost effective and comprehensive
business valuation services. In addition to being a Certified Public
Accountant (CPA), Jelena S. Black, a founding partner of BAA, is
a Certified Valuation Analyst (CVA) and member of the National Association
of Certified Valuation Analysts (NACVA).Click here it learn more about Ms. Black. Whether you need a formal valuation for litigation, divorce, buy-sell agreements, succession planning, charitable contributions, or IRS disputes, Black & Associates is ready to help. The diagram below outlines the valuation process we use with many of our business clients. Clicking on each section will take you to a brief description of each step in the process. OUR BUSINESS VALUATION PROCESS  Step 1: Introductory Meeting Valuation engagements begin with a complementary introductory meeting, where we discuss your situation, the issues at hand, and your options. Once we assess these points, we can define the scope of the engagement. Step 2: Define the Scope of the Engagement After our first meeting, we will provide you an engagement letter which explains our role, your role, schedule, and fees. Once you sign and return this to our office, we can begin the engagement. Our valuation services are invoiced on a fixed fee basis, where half of the fees are due up front with the signing of the engagement letter. The balance plus any out-of-pocket expenses is paid upon delivery of the draft report – approximately 30 days after we begin. Step 3: Collect all Analyze Relevant Business Data When the signed engagement letter is received by our office, we will provide you with a listing of business data we will need to perform the valuation and we will set up a site meeting. The site meeting allows us to tour your facilities, meet key management, and collect the requested data from you. This meeting typically lasts 2 hours. However, if you provide the financial data prior to this meeting, for example, the last 5 years of financial statements and tax returns, the meeting will be shorter. Step 4: Conduct the Formal Business Valuation Most valuations can be completed in 30 days. Once we have performed our valuation work, we will issue a draft report for you and your advisors to review. It is very important for us to receive feedback from your team to ensure our conclusions are strong. Step 5: Issue the Valuation Report / Findings Once we receive your team’s feedback, we will promptly issue a final signed report. Contact Us Today! To learn more about our valuation process and how we can help meet your business consulting needs, please contact us during normal business hours at 714.821.6393 or click here to fill out an online information request form. |
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Shaun Black is a registered representative registered to transact business with clients in California. ^Shaun Black is advisory licensed in the following states: California. Shaun Black is also an insurance agent licensed in California - insurance lic. OF45986. Jelena Black is a registered representative registered to transact business with clients in California. Jelena Black is also an insurance agent licensed in California - insurance lic. OE88261. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. *Securities offered through H.D. Vest Investment Services (sm), Member: SIPC, ^Advisory Services offered through H.D. Vest Advisory Services (sm), non-bank subsidiaries of Wells Fargo & Company, 14241 E. Firestone Blvd. Suite 400, La Mirada, CA 90638. Phone (714) 821-6393 • Fax (714) 876-0753. Investments and insurance products are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate and may lose value. © 2004-2008 Black and Associates LLP • Los Angeles and Orange County California