Fixed pricing.
Defensible reports.
Reliable delivery.
Four locked launch tiers, same-day target, and a reviewed intake path that keeps sensitive material behind the secure route.
From $499locked pricing
Same-daydelivery target
Tax returnrequired source anchor
CPA-CVAreview boundary
The signed report package.
CPA-reviewed valuation report, signed memorandum, engagement scope, financial analysis with normalization, methodology rationale, conclusion of value, supporting exhibits, and unlimited email support.
Reports for every situation.
Planning & Succession
Valuations for exit prep, partner discussions, and internal planning decisions.
Estate, Trust & Gift Contexts
Purpose-aware valuation reports routed through reviewed scope and current-law boundaries.
Buy-Sell Matters
Reports for buyouts, partner transitions, and transactions requiring defensible documentation.
Bank / Loan / SBA Contexts
Lender-oriented valuation context where provider acceptance and reliance language are reviewed.
Three steps to a signed report.
Choose a tier
Select the scope that fits your needs.
Create portal and intake
Provide tier-aware business facts. Sensitive files wait for the cleared secure route.
Review and delivery
Work moves through QA, pre-principal review, and tier-appropriate delivery language.
Rigorous methodology.
Defensible conclusions.
Every signed report package includes multi-method valuation analysis, normalization schedules, and a fully documented conclusion of value.
Multi-method analysis
Income, market, and asset approaches weighted by the matter at hand
Normalization schedule
Adjustments for owner compensation, non-recurring items, and market conditions
Documented conclusion
Fully supported conclusion of value with AICPA SSVS No. 1 compliance
Ordering for clients?
CT Valuations delivers white-label signed report packages under your firm's brand. Your clients see your name. Every report is reviewed and signed by the same principal, CPA, CVA.