Estimate valuation report
An Estimate Valuation Report contains a conclusion with respect to the value of shares, assets or an interest in a business that depends on restricted or limited review analysis, audit, examination and support of applicable data, and by and large set out in a concise Valuation Report.
Compared to the calculation report, which has minimal to no review of information, the estimate valuation report will review some of the information provided and will try to corroborate it with other sources of data.
Preliminary phone call to understand your needs
Reception of financial and non-financial information
Business overview through a phone call
Drafting of the valuation report
Send the draft for approval
Final valuation report
Accessible anywhere in Canada
An Estimate Valuation Report contains a conclusion with respect to the value of shares, assets or an interest in a business that depends on restricted or limited review analysis, audit, examination and support of applicable data, and by and large set out in a concise Valuation Report.
Compared to the calculation report, which has minimal to no review of information, the estimate valuation report will review some of the information provided and will try to corroborate it with other sources of data.
Preliminary phone call to understand your needs
Reception of financial and non-financial information
Business overview through a phone call
Drafting of the valuation report
Send the draft for approval
Final valuation report
Accessible anywhere in Canada
An Estimate Valuation Report contains a conclusion with respect to the value of shares, assets or an interest in a business that depends on restricted or limited review analysis, audit, examination and support of applicable data, and by and large set out in a concise Valuation Report.
Compared to the calculation report, which has minimal to no review of information, the estimate valuation report will review some of the information provided and will try to corroborate it with other sources of data.
Preliminary phone call to understand your needs
Reception of financial and non-financial information
Business overview through a phone call
Drafting of the valuation report
Send the draft for approval
Final valuation report
Accessible anywhere in Canada
Description
Unlimited telephone consultation with your Account Executive to identify your needs and gather the necessary information.
Drafting and sending of your report in draft form
Second phone call with your professional for an explanation of the report and the modifications to be made if necessary.
Follow-up of your file in real time via your Online Portal, no need to travel.
Accessibility throughout Canada.
How does it work?
1- Your registration
2- Your portal
3- Consult a professional immediately
Why Zen Valuations?
Your Zen professional will produce a customized valuation report specific to your company and your needs.
Your valuation report will not only conform to the standards of the CBV Institute, but will also be adapted to the specifics of your industry and sector of activity.
You will receive your valuation Report for review and final approval, as well as a professional accompaniment to explain the details of the report.
As a professional client, you have a professional account manager, so any changes or future transactions with Z&N will be executed with your account manager who is familiar with you and your business.
In our effort to democratize access to consulting services, all our rates are fixed and affordable (no hourly rate!).
Z&N offers a full range of services to help you with all aspects of your company's financial advice (business valuation, reporting, litigation support, transactional, financing, negotiation, etc.).
Guarantee
" Zen Zero Stress Guarantee
If we realize after your purchase that this product is not suitable for you, you will of course receive a full refund or we will offer you a more suitable product."