Valuation Competitive Analysis
Come see how Dale stacks up to the competition.
| FEATURE/BENEFIT | EXCEL MANAGEMENT SYSTEMS, INC | Houlihan Advisors | National CPA Firms | Regional CPA Firms |
|---|---|---|---|---|
| * NACVA, CVA = National Association of Certified Valuation Analysts, Certified Valuation Analyst | ||||
| Licensed Valuation Certification | NACVA, CVA* | Yes | Yes | Yes |
| Independent Third Party from CPA firm | Not associated with any large CPA firm | Yes | No | No |
| Report Write-up is Full Page Data | Yes | No | Some | Some |
| Valuation Calculations Shown | Yes | No | No | No |
| Valuation Conclusion Explained | Yes | No | No | No |
| Three Types of Reports Pages | Yes | |||
| Conclusion of Value | 80-150 | 40-50 | ??? | ??? |
| Estimation of Value | 50-80 | 30-40 | ??? | ??? |
| Calculation of Value | 15-40 | 5-10 | ??? | ??? |
| Early Stage Company Study | Yes | No | No | No |
| Early Stage Discount Handled | Yes | No | No | No |
| Proprietary Company Specific Cost of Capital Factor | Yes – 10 Factors | No | No | No |
| Ibbotson Build Up Cost of Capital Formulation Used | Yes | Yes | Assume Yes | Assume Yes |
| COST Compared to National Firms | 10-40% LESS | Full | Highest | Higher |
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