The Calculation of Value report utilizes a comprehensive, hands-on approach to determine the fair market value of your practice.
A dental practice is a big investment – this report ensures no stone is left unturned in providing an accurate estimation of your practice’s fair market value.
The Calculation of Value report includes all of the information provided in the Opinion of Value report along with a detailed explanation of the three appraisal methodologies that were used to determine the estimated fair market value of the practice. The report includes an in-person site visit by our CPA and an in-depth valuation completed in accordance with the American Institute of Public Accountants (AICPA) valuation standards. The report will contain a detailed cash flow analysis and can be utilized to make buying/selling decisions and identify areas for improvement and opportunities for growth. The report also includes a complimentary consultation with the CPA who prepared the valuation to discuss our findings and answer any questions that you may have.
The Calculation of Value report includes an in-person site visit by the CPA who will be preparing the report along with a follow up call upon completion of the report to discuss our findings and answer any questions you may have.
How it Works
Upon ordering the report, you’ll be prompted to create an account and securely upload the information needed to complete our valuation, including a questionnaire, practice financials, and additional supporting documentation.
After your order, a valuation analyst will connect with you via email to schedule an initial phone call to learn more about your goals in having a valuation completed, review the unique aspects of the subject practice, and schedule a time for our CPA to visit the practice in person.
After the site visit and our initial analysis of the practice information and financials has been completed, we will email you a list of any questions to be answered prior the completion of the valuation. Basic example questions are “Why did the revenue of the practice decline by approx. 10% last year?” OR “Please provide a breakdown of the health insurance expense for the owner vs. employees.” Our goal is to have a clear understanding of the financials and unique characteristics of the subject practice. Therefore, the more information you can provide us with during the valuation process, the more comprehensive and accurate the resulting valuation report will be.
Once the valuation has been completed, the Calculation of Value report will be delivered to you via email and the CPA who completed the valuation will schedule a call to review the report in detail and answer any questions that you may have.