White-label valuations under your firm's brand.
Same signed report package. Same principal, CPA, CVA. Your firm controls the client relationship.
What partners receive
Your brand, CT Valuations' review standard
Signed report packages delivered under your firm's name. Your firm adds the cover communication. The report is never modified.
Direct principal access
Complex cases, methodology questions, and client preparation — handled directly with the principal, CPA, CVA. Included in every partnership.
Negotiated terms
Your firm sets its own advisory fee. CT Valuations invoices per order at your negotiated rate. Consultations included as a standing benefit.
How the relationship works
Intro call
We discuss your firm's needs and pricing structure. 30–60 minutes.
Terms and setup
Pricing, white-label configuration, and submission process.
Submit engagements
Your firm submits orders. CT Valuations handles review and delivery.
Ongoing principal access
The principal is available for consultations and methodology questions as a standing benefit of the partnership.
CPA
Certified Public Accountant
CVA
Certified Valuation Analyst (NACVA)
AICPA SSVS No. 1
Compliant methodology
White-label delivery
The signed report and CPA memorandum are delivered intact. Partner firms add their own cover letter or transmittal memo. The report itself is never modified.