{"id":2095,"date":"2020-04-14T09:00:21","date_gmt":"2020-04-14T13:00:21","guid":{"rendered":"http:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/?p=2095"},"modified":"2020-06-04T14:35:30","modified_gmt":"2020-06-04T18:35:30","slug":"what-is-a-valuation-report","status":"publish","type":"post","link":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/","title":{"rendered":"What is a Valuation Report?"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][alternating_content_container]\t<div class=\"alternating-content-item-wrapper bg-light\">\n\t\t\t\t\t\t\t\t\t<div class=\"alternating-content-item-image center-center\" style=\"background-image: url('https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/04\/What-is-Valuation-Report-LG-800x533.png'); background-size: contain;\"><\/div>\n\t\t\t\t\t\t\t<div class=\"alternating-content-item-content-container\">\n\t\t\t<div class=\"alternating-content-item-inner\">\n\t\t\t\t\t\t\t\t\t<span class=\"alternating-content-item-decor\">\n\t\t\t\t\t\tBlog\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<h2 class=\"alternating-content-item-heading\">\n\t\t\t\t\t\tWhat is a Valuation Report?\t\t\t\t\t<\/h2>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"alternating-content-item-content\">\n\t\t\t\t\t\t<p>This blog will focus on the most common type of report: Business Valuations. Similar to assurance services, Business Valuation Reports are offered at three different levels: Calculation, Estimate and Comprehensive.<\/p>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n[\/alternating_content_container][basic_container container_size=&#8221;container container-narrow&#8221;][vc_column_text]Over the past 40 years, the business valuation profession has grown in Canada, and Chartered Business Valuators (\u201cCBVs\u201d) are becoming increasingly relied upon for offering a broad range of services to many different stakeholders. The ultimate objective is to provide relevant, useful and complete information so that end users of reports can understand the basis of the conclusions.<\/p>\n<p>One of the most important decisions when engaging a CBV is determining the type of report that is most suitable for your needs. While CBV\u2019s offer a wide range of reports \u2013 including Income for Support Reports, Limited Critiques and Contingent Tax Letters, among others \u2013 this blog will focus on the most common type of report: Business Valuations. Similar to assurance services, Business Valuation Reports are offered at three different levels: Calculation, Estimate and Comprehensive.<\/p>\n<h4>Calculation Report<\/h4>\n<p>A Calculation Valuation Report contains a conclusion as to the value of the shares, assets or interest in a business based on minimal review and analysis, and little or no corroboration of information.<\/p>\n<p><strong>A Calculation Valuation is typically performed by us for:<\/strong><\/p>\n<p>a) Small to mid-size companies for tax or succession planning purposes; and<\/p>\n<p>b) Family law purposes when both spouses are familiar with the business and there is an expected resolution without mediation, arbitration or court.<\/p>\n<h4>Estimate Report<\/h4>\n<p>An Estimate Valuation Report contains a conclusion as to the value of shares, assets or an interest in a business based on limited review, analysis and corroboration of relevant information and is set out in a more detailed Valuation Report, as compared to a Calculation Valuation Report.<\/p>\n<p><strong>An Estimate Valuation is typically performed by us for:<\/strong><\/p>\n<p>a) Mid-size to large companies for tax or succession planning purposes;<\/p>\n<p>b) Litigation \u2013 mid-size share, business or asset values;<\/p>\n<p>c) Litigation \u2013 damage quantification;<\/p>\n<p>d) Estate Litigation;<\/p>\n<p>e) Sale\/purchase of a minority shareholder to a majority shareholder; and<\/p>\n<p>f) Family law purposes when the company is mid-size and the expectation the client will be going to mediation\/arbitration or court proceedings to resolve the matter.<\/p>\n<h4>Comprehensive Report<\/h4>\n<p>A Comprehensive Valuation Report contains a conclusion as to the value of shares, assets or an interest in a business that is based on a comprehensive review and analysis of the business, its industry and all other relevant factors, adequately corroborated and generally set out in a detailed Valuation Report.<\/p>\n<p><strong>A comprehensive valuation is typically performed by us for:<\/strong><\/p>\n<p>a) Litigation \u2013 midsized to large share, business or asset values;<\/p>\n<p>b) Litigation \u2013 damage quantification;<\/p>\n<p>c) Estate Litigation;<\/p>\n<p>d) Sale\/purchase of a minority shareholder to a majority shareholder; and<\/p>\n<p>e) Family law purposes when the company is large and the expectation the client will be going to arbitration or court proceedings to resolve the matter.<\/p>\n<h4>Which Type of Report is Best for You?<\/h4>\n<p>As noted above, the selection of a type of Valuation Report will depend on the level of assurance required by the user of the report \u2013 or in other words, their risk tolerance.<\/p>\n<p>For example, a Valuation Report prepared for an income tax transaction may only require a low level of assurance (i.e. Calculation Valuation Report). This is because the restructuring may include a Price Adjustment Clause reducing the amount of tax risk a taxpayer is subjected to if the valuation conclusion is deemed by the CRA to be incorrect (read more about this in our blog\u00a0<a href=\"http:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/tax-rollovers\/\">Section 85 and Income Tax Planning<\/a>).<\/p>\n<p>If it is likely that a Valuation Report may be entered as expert evidence into Court (i.e. in a shareholder dispute or family law matter), the assurance required may be higher. This is because the CBV\u2019s work may be critiqued by another valuator, and may be subject to cross-examination in Court. In such circumstances, it may be advisable to obtain an Estimate or Comprehensive Valuation Report.<\/p>\n<p><strong>We set out the following table summarizing the similarities and differences between the three reports:<\/strong>[\/vc_column_text][vc_single_image image=&#8221;2096&#8243; img_size=&#8221;full&#8221;][vc_column_text]<strong>If you need help determining which level of report is best most suitable for your needs, <a href=\"http:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/services\/business-valuation-services\/\">give the experts at Davis Martindale<\/a> a call today for a personalized discussion.<\/strong>[\/vc_column_text][\/basic_container][basic_container container_size=&#8221;container container-narrow&#8221;]<div class=\"templatera_shortcode\"><div class=\"vc_row wpb_row vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"basic-container row   \" >\n\t<div class=\"bg-overlay none\"><\/div>\n\t<div class=\"container\">\n\t\t\t<div class=\"text-left\">\n\t\t<a class=\"general-button btn  btn-info \" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/subscribe\/\" rel=\"\" target=\"\" title=\"Subscribe\">\n\t\t\tSubscribe to Davis Martindale's Valuation Blogs\t\t<\/a>\n\t<\/div>\n\n\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><div class=\"vc_row wpb_row vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"basic-container row   \" >\n\t<div class=\"bg-overlay none\"><\/div>\n\t<div class=\"container\">\n\t\t\n\t<div class=\"wpb_text_column wpb_content_element\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<h4><strong>Co-Authors<\/strong><\/h4>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><div class=\"vc_row wpb_row vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"basic-container row   \" >\n\t<div class=\"bg-overlay none\"><\/div>\n\t<div class=\"container\">\n\t\t<div class=\"vc_empty_space\"   style=\"height: 25px\"><span class=\"vc_empty_space_inner\"><\/span><\/div><div class=\"vc_row wpb_row vc_inner vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-3\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><!DOCTYPE html PUBLIC \"-\/\/W3C\/\/DTD HTML 4.0 Transitional\/\/EN\" \"http:\/\/www.w3.org\/TR\/REC-html40\/loose.dtd\">\n<html><body><div class=\"wpb_single_image wpb_content_element vc_align_center wpb_content_element\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper vc_box_border  vc_box_border_grey\"><img decoding=\"async\" class=\"vc_single_image-img \" src=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Louise-Poole-2-2020-200x200.jpg\" width=\"200\" height=\"200\" alt=\"Head shot of Louise\" title=\"Louise Poole - Valuation &amp; Litigation Partner - Davis Martindale\" loading=\"lazy\"><\/div>\n\t\t<\/figure>\n\t<\/div>\n<\/body><\/html>\n\n\t<div class=\"wpb_text_column wpb_content_element\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<h5 style=\"text-align: center;\"><a href=\"http:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/team-members\/louise-poole\/\">Louise Poole<\/a><\/h5>\n<p style=\"text-align: center;\">CPA, CA, CBV, CFF<strong><br \/>\nPartner<br \/>\nValuation &amp; Litigation<\/strong><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><div class=\"wpb_column vc_column_container vc_col-sm-3\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><!DOCTYPE html PUBLIC \"-\/\/W3C\/\/DTD HTML 4.0 Transitional\/\/EN\" \"http:\/\/www.w3.org\/TR\/REC-html40\/loose.dtd\">\n<html><body><div class=\"wpb_single_image wpb_content_element vc_align_center wpb_content_element\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper vc_box_border  vc_box_border_grey\"><img decoding=\"async\" class=\"vc_single_image-img \" src=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Tyler-Kelly-2-2020-200x200.jpg\" width=\"200\" height=\"200\" alt=\"Head shot of Tyler\" title=\"Tyler Kelly - Valuation Associate - Davis Martindale\" loading=\"lazy\"><\/div>\n\t\t<\/figure>\n\t<\/div>\n<\/body><\/html>\n\n\t<div class=\"wpb_text_column wpb_content_element\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<h5 style=\"text-align: center;\"><a href=\"http:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/team-members\/tyler-kelly\/\">Tyler Kelly<\/a><\/h5>\n<p style=\"text-align: center;\">CPA<strong><br \/>\n<\/strong><strong>Associate<br \/>\nValuation<\/strong><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><div class=\"wpb_column vc_column_container vc_col-sm-3\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><\/div><\/div><\/div><div class=\"wpb_column vc_column_container vc_col-sm-3\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><\/div><\/div><\/div><\/div>\n\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div>[\/basic_container][\/vc_column][\/vc_row][vc_row][vc_column][basic_container container_size=&#8221;container-fluid&#8221;]<div class=\"templatera_shortcode\"><div class=\"vc_row wpb_row vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\t<div class=\"row\">\n\t\t<div class=\"general-cta background-image-loading   image   bg-center\"  data-src=\"<149:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-450x150.jpg,<319:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-960x320.jpg,<479:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-1440x480.jpg,<767:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-1600x533.jpg,<991:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-1600x533.jpg,<1199:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-1600x533.jpg,<1399:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-1600x533.jpg,>1400:https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/03\/Valuations-Group-8x2.75-1-1600x533.jpg\">\n\t\t\t\t\t\t<div class=\"general-cta-overlay overlay-primary\"><\/div>\n\t\t\t<div class=\"container\">\n\t\t\t\t<div class=\"row\">\n\t\t\t\t\t<div class=\"general-cta-box\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"general-cta-content\">\n\t\t\t\t\t\t\t\t<h2 style=\"text-align: center;\">Work With Us<\/h2>\n<p style=\"text-align: center;\">Our Valuation Advisors are ready to have<br \/>\na personalized discussion with you.<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"general-cta-button\">\n\t\t\t\t\t\t\t\t<a href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/services\/business-valuation-and-litigation\/\" target=\"\" class=\"btn btn-primary \" title=\"Business Valuation Services\">\n\t\t\t\t\t\t\t\t\tLearn More\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t    \t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><\/div><\/div>[\/basic_container]<div class=\"clearfix global-margin-y\"><\/div>[\/vc_column][\/vc_row][vc_row][vc_column][basic_container]<div class=\"post-listing blogs-items blogs-no-category-sidebar blogs-items-layout-\"\">\r\n\t\t\t\t\t\t\t\t\t<a class=\"post-listing__item\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/valuation-earnings-adjustments\/\">\r\n\t\t\t\t<div>\r\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"post-listing__item__image\" style=\"background-image: url(https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/08\/Valuation-Earnings-Adjustments-LG-622x622.png)\"><\/div>\r\n\t\t\t\t\t\r\n\t\t\t\t\t<h2 class=\"h3 post-listing__item__title\">\r\n\t\t\t\t\t\tUnderstanding Valuation Earnings Adjustments\t\t\t\t\t<\/h2>\r\n\r\n\t\t\t\t\t\r\n\t\t\t\t\t<p>Valuations are prepared on the notion that value is prospective; in other words, the value of a business or asset is based on the returns ...<\/p>\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t<span class=\"btn btn-primary btn-sm post-listing__item__button\">Read More<\/span>\r\n\t\t\t\t\t\t\t<\/a>\r\n\t\t\t\t\t\t\t\t<a class=\"post-listing__item\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/business_valuation_engagement_joint_retainer\/\">\r\n\t\t\t\t<div>\r\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"post-listing__item__image\" style=\"background-image: url(https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/06\/Engagement-Process-Part-2-768x768.png)\"><\/div>\r\n\t\t\t\t\t\r\n\t\t\t\t\t<h2 class=\"h3 post-listing__item__title\">\r\n\t\t\t\t\t\tThe Process of a Business Valuation \u2013 Engagement by Multiple Parties\t\t\t\t\t<\/h2>\r\n\r\n\t\t\t\t\t\r\n\t\t\t\t\t<p>Chartered Business Valuators (\u201cCBV\u201d) are often jointly retained by parties in an attempt to identify and resolve issues in dispute. When properly conducted, joint engagements ...<\/p>\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t<span class=\"btn btn-primary btn-sm post-listing__item__button\">Read More<\/span>\r\n\t\t\t\t\t\t\t<\/a>\r\n\t\t\t\t\t\t\t\t<a class=\"post-listing__item\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/business_valuation_engagements\/\">\r\n\t\t\t\t<div>\r\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"post-listing__item__image\" style=\"background-image: url(https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/06\/Engagement-Process-Part-1-747x747.png)\"><\/div>\r\n\t\t\t\t\t\r\n\t\t\t\t\t<h2 class=\"h3 post-listing__item__title\">\r\n\t\t\t\t\t\tThe Process of a Business Valuation \u2013 Engagement by One Party\t\t\t\t\t<\/h2>\r\n\r\n\t\t\t\t\t\r\n\t\t\t\t\t<p>You\u2019ve decided to engage a Chartered Business Valuator (\u201cCBV\u201d) to value your business. Perhaps you\u2019re looking to\u00a0sell your business\u00a0and want to get an idea what ...<\/p>\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t<span class=\"btn btn-primary btn-sm post-listing__item__button\">Read More<\/span>\r\n\t\t\t\t\t\t\t<\/a>\r\n\t\t\r\n\t\t\t\t\t<div class=\"blogs-paging\">\r\n\t\t\t\t<div class=\"nav-previous\"><\/div>\r\n\t\t\t\t<div class=\"blog-page-count\">\r\n\t\t\t\t\t<a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/\">1<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/2\/\">2<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/3\/\">3<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/4\/\">4<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/5\/\">5<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/6\/\">6<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/7\/\">7<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/8\/\">8<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/9\/\">9<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/10\/\">10<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/11\/\">11<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/12\/\">12<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/13\/\">13<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/14\/\">14<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/15\/\">15<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/16\/\">16<\/a><a class=\"page-count-link\" href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/17\/\">17<\/a>\t\t\t\t<\/div>\r\n\t\t\t\t<div class=\"nav-next\"><a href=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/page\/2\/\" >Next<\/a><\/div>\r\n\t\t\t<\/div>\r\n\t\t\t<\/div>\r\n[\/basic_container][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"Blog The Benefits and Pitfalls of Jointly Retained Engagements This blog outlines the six important steps to your business valuation engagement with Davis Martindale Advisory Services. You\u2019ve decided to engage a Chartered Business Valuator (\u201cCBV\u201d) to value your business. Perhaps you\u2019re looking to\u00a0sell your business\u00a0and want to get an idea what it may be worth. [...]","protected":false},"author":2,"featured_media":2868,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[],"class_list":["post-2095","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-valuation-blog"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What is a Valuation Report? - Davis Martindale Blog<\/title>\n<meta name=\"description\" content=\"What is a valuation report? This blog discusses the three different levels of Business Valuation Reports: Calculation, Estimate and Comprehensive.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What is a Valuation Report? - Davis Martindale Blog\" \/>\n<meta property=\"og:description\" content=\"What is a valuation report? This blog discusses the three different levels of Business Valuation Reports: Calculation, Estimate and Comprehensive.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/\" \/>\n<meta property=\"og:site_name\" content=\"Davis Martindale\" \/>\n<meta property=\"article:published_time\" content=\"2020-04-14T13:00:21+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-06-04T18:35:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/04\/What-is-Valuation-Report-LG.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"800\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Amanda Moss\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Amanda Moss\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/\",\"url\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/\",\"name\":\"What is a Valuation Report? - Davis Martindale Blog\",\"isPartOf\":{\"@id\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/04\/What-is-Valuation-Report-LG.png\",\"datePublished\":\"2020-04-14T13:00:21+00:00\",\"dateModified\":\"2020-06-04T18:35:30+00:00\",\"author\":{\"@id\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/#\/schema\/person\/8aa414e37b007fc9d1e0b0b69adbf50d\"},\"description\":\"What is a valuation report? This blog discusses the three different levels of Business Valuation Reports: Calculation, Estimate and Comprehensive.\",\"breadcrumb\":{\"@id\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/#breadcrumb\"},\"inLanguage\":\"en-CA\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/#primaryimage\",\"url\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/04\/What-is-Valuation-Report-LG.png\",\"contentUrl\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/04\/What-is-Valuation-Report-LG.png\",\"width\":1200,\"height\":800,\"caption\":\"Hands Pointing to Reports and a Computer on Black Background\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Blogs, News & Resources\",\"item\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/blogs-news-and-resources\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"What is a Valuation Report?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/#website\",\"url\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/\",\"name\":\"Davis Martindale\",\"description\":\"Accountants with personality!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-CA\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/#\/schema\/person\/8aa414e37b007fc9d1e0b0b69adbf50d\",\"name\":\"Amanda Moss\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/28c069c2801e917262202379ba4cfa00213ab7760b75cd84332227724bfd6640?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/28c069c2801e917262202379ba4cfa00213ab7760b75cd84332227724bfd6640?s=96&d=mm&r=g\",\"caption\":\"Amanda Moss\"},\"url\":\"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/author\/amoss\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"What is a Valuation Report? - Davis Martindale Blog","description":"What is a valuation report? This blog discusses the three different levels of Business Valuation Reports: Calculation, Estimate and Comprehensive.","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"en_US","og_type":"article","og_title":"What is a Valuation Report? - Davis Martindale Blog","og_description":"What is a valuation report? This blog discusses the three different levels of Business Valuation Reports: Calculation, Estimate and Comprehensive.","og_url":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/","og_site_name":"Davis Martindale","article_published_time":"2020-04-14T13:00:21+00:00","article_modified_time":"2020-06-04T18:35:30+00:00","og_image":[{"width":1200,"height":800,"url":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/04\/What-is-Valuation-Report-LG.png","type":"image\/png"}],"author":"Amanda Moss","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Amanda Moss","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/","url":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/","name":"What is a Valuation Report? - Davis Martindale Blog","isPartOf":{"@id":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/#website"},"primaryImageOfPage":{"@id":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/#primaryimage"},"image":{"@id":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/#primaryimage"},"thumbnailUrl":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/04\/What-is-Valuation-Report-LG.png","datePublished":"2020-04-14T13:00:21+00:00","dateModified":"2020-06-04T18:35:30+00:00","author":{"@id":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/#\/schema\/person\/8aa414e37b007fc9d1e0b0b69adbf50d"},"description":"What is a valuation report? This blog discusses the three different levels of Business Valuation Reports: Calculation, Estimate and Comprehensive.","breadcrumb":{"@id":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/#breadcrumb"},"inLanguage":"en-CA","potentialAction":[{"@type":"ReadAction","target":["https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/"]}]},{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/#primaryimage","url":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/04\/What-is-Valuation-Report-LG.png","contentUrl":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/app\/uploads\/2020\/04\/What-is-Valuation-Report-LG.png","width":1200,"height":800,"caption":"Hands Pointing to Reports and a Computer on Black Background"},{"@type":"BreadcrumbList","@id":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/what-is-a-valuation-report\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/"},{"@type":"ListItem","position":2,"name":"Blogs, News & Resources","item":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/blogs-news-and-resources\/"},{"@type":"ListItem","position":3,"name":"What is a Valuation Report?"}]},{"@type":"WebSite","@id":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/#website","url":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/","name":"Davis Martindale","description":"Accountants with personality!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-CA"},{"@type":"Person","@id":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/#\/schema\/person\/8aa414e37b007fc9d1e0b0b69adbf50d","name":"Amanda Moss","image":{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/28c069c2801e917262202379ba4cfa00213ab7760b75cd84332227724bfd6640?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/28c069c2801e917262202379ba4cfa00213ab7760b75cd84332227724bfd6640?s=96&d=mm&r=g","caption":"Amanda Moss"},"url":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/author\/amoss\/"}]}},"_links":{"self":[{"href":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/comments?post=2095"}],"version-history":[{"count":19,"href":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/revisions"}],"predecessor-version":[{"id":2869,"href":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/posts\/2095\/revisions\/2869"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/media\/2868"}],"wp:attachment":[{"href":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/media?parent=2095"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/categories?post=2095"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stage.tbkdev.com\/dev\/davismartindale.com\/src\/wp-json\/wp\/v2\/tags?post=2095"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}