Trugman Valuation can assist you by performing a valuation for your client and provide you with a plain paper copy that you can copy onto your firm’s letterhead. Some CPA firms do not feel comfortable allowing others to service their clients and insist that the work be on their firm’s letterhead. We are fine with that as an alternative, but we suggest that you make certain that your firm will be in compliance with AICPA standards.

Trugman Valuation offers a complete range of valuation services. Our detailed valuation report is designed to provide an unambiguous opinion on the value of a business or security. It is supported by all procedures that the appraiser deems to be relevant to the valuation. A valuation engagement may also result in a summary report in those instances that the client does not need to have a detailed report. In both of these assignments, a full valuation is performed. The only difference is the extent of the report.

A calculation engagement is a lower level engagement where we provide an approximate indication of value based on the performance of limited procedures agreed upon by the appraiser and the client. To help you determine the appropriate level of analysis, we have provided complete samples of the various types of reports that we can prepare for you or your clients.

All of our reports at Trugman Valuation comply with Statement on Standards for Valuation No. 1, promulgated by The AICPA.