{"id":34995,"date":"2023-12-10T04:09:48","date_gmt":"2023-12-10T04:09:48","guid":{"rendered":"https:\/\/www.process.st\/templates\/cpa-valuation-process-step-by-step\/"},"modified":"2024-03-05T15:48:49","modified_gmt":"2024-03-05T15:48:49","slug":"cpa-valuation-process-step-by-step","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/cpa-valuation-process-step-by-step\/","title":{"rendered":"CPA Valuation Process Step by Step"},"content":{"rendered":"\n<section id=\"establish-the-purpose-and-scope-of-the-valuation\"> \n <h2>Establish the purpose and scope of the valuation<\/h2>\n <div class=\"text-content\">\n   This task is crucial to determine the objective of the valuation and its scope. It sets the foundation for the entire valuation process. Consider the purpose of the valuation, whether it is for financial reporting, tax planning, litigation support, or any other requirement. Identify the specific assets, liabilities, legal constraints, and risk factors that need to be considered. Determine the timeframe and level of detail required. What challenges could arise during this task and how can they be addressed? Are there any specific resources or tools needed for this task? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Describe the purpose and scope of the valuation. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"check-the-validity-of-the-business-or-property\"> \n <h2>Check the validity of the business or property<\/h2>\n <div class=\"text-content\">\n   This task involves verifying the authenticity and legality of the business or property. Determine if the business or property has all necessary licenses, permits, and certifications. Perform background checks on the owners or key personnel. Identify any ongoing legal issues or disputes related to the business or property. What information or documents are required to ensure the validity? How can any potential issues be addressed? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Enter the business or property name. <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the type of validity check required. <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Licenses and permits \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Background checks \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Legal issues or disputes \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Upload any relevant documents for validity check. <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"gather-all-required-financial-information-relating-to-the-business-or-property\"> \n <h2>Gather all required financial information relating to the business or property<\/h2>\n <div class=\"text-content\">\n   This task focuses on collecting all relevant financial data related to the business or property being valued. Obtain financial statements, tax returns, bank statements, debt schedules, and any other relevant documents. Compile information on revenue, expenses, assets, and liabilities. How should the information be organized? Are there any specific challenges in obtaining the required information? \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the financial documents to be collected. <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Financial statements \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Tax returns \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Bank statements \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Debt schedules \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Other \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Specify other financial documents. <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"conduct-industry-and-market-analysis\"> \n <h2>Conduct industry and market analysis<\/h2>\n <div class=\"text-content\">\n   This task involves analyzing the industry and market conditions in which the business or property operates. Research industry trends, competitors, market demand, and potential growth opportunities. Identify any factors that may impact the value of the business or property. How can the industry and market analysis be conducted effectively? Are there any specific resources or tools that can assist in this task? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the factors to analyze during industry and market analysis. <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Industry trends \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Competitor analysis \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Market demand \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Growth opportunities \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Value impact factors \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"perform-financial-analysis-using-three-approaches-income-market-and-asset-approach\"> \n <h2>Perform financial analysis using three approaches: Income, Market, and Asset Approach<\/h2>\n <div class=\"text-content\">\n   This task involves analyzing the financial data using three different valuation approaches: Income Approach, Market Approach, and Asset Approach. For the Income Approach, calculate the present value of expected future cash flows. For the Market Approach, compare the business or property to similar transactions or public companies. For the Asset Approach, estimate the value of the business or property based on its net asset value. What information is required for each approach? Are there any challenges in performing the financial analysis? \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the valuation approaches to be used. <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Income Approach \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Market Approach \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Asset Approach \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"identify-and-adjust-any-extraordinary-items-on-the-financial-statements\"> \n <h2>Identify and adjust any extraordinary items on the financial statements<\/h2>\n <div class=\"text-content\">\n   This task involves identifying any extraordinary items on the financial statements and adjusting them to reflect the normal operations of the business or property. Identify any one-time events or non-recurring income or expenses. Make appropriate adjustments to ensure the accuracy of the financial analysis. What types of extraordinary items should be considered? How can the adjustments be made effectively? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Describe any extraordinary items identified on the financial statements and the adjustments made. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"determine-the-valuation-method-most-appropriate-for-the-business-or-property\"> \n <h2>Determine the valuation method most appropriate for the business or property<\/h2>\n <div class=\"text-content\">\n   This task involves selecting the valuation method that is most suitable for the business or property being valued. Consider the nature of the business or property, the availability of data, and the purpose of the valuation. Choose from methods such as the Income Capitalization Approach, Market Multiples Approach, or Cost Approach. What factors should be considered when determining the valuation method? Are there any challenges in making this decision? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the valuation method. <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Income Capitalization Approach \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Market Multiples Approach \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Cost Approach \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"calculate-the-value-using-the-chosen-valuation-method\"> \n <h2>Calculate the value using the chosen valuation method<\/h2>\n <div class=\"text-content\">\n   This task involves applying the selected valuation method to calculate the value of the business or property. Use the appropriate formulas, equations, or models for the chosen method. Consider any specific assumptions or variables required for the calculation. What formulas or models should be used for the chosen method? Are there any complexities in the calculation? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Enter the calculated value using the chosen valuation method. <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-a-detailed-report-of-findings\"> \n <h2>Prepare a detailed report of findings<\/h2>\n <div class=\"text-content\">\n   This task involves documenting all the findings and analysis in a comprehensive report. Provide a detailed description of the valuation process, including the purpose, scope, and methods used. Present the financial analysis results and explain the reasoning behind the calculated value. Include any relevant charts, graphs, or tables to support the findings. How should the report be structured? Are there any specific requirements for the report format? \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the date for report preparation. <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Upload any supporting documents for the report. <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"review-the-report-for-accuracy-and-completeness\"> \n <h2>Review the report for accuracy and completeness<\/h2>\n <div class=\"text-content\">\n   This task involves reviewing the valuation report to ensure its accuracy and completeness. Check all calculations, data inputs, and references for any errors or omissions. Verify that all required sections, findings, and supporting documents are included. How should the report review be performed effectively? Are there any specific challenges in reviewing the report? \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the aspects to review for accuracy and completeness. <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Calculations \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Data inputs \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      References \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Required sections \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Supporting documents \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-review-of-valuation-report-by-senior-valuator\"> \n <h2>Approval: Review of valuation report by Senior Valuator<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Prepare a detailed report of findings<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Review the report for accuracy and completeness<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"draft-a-conclusion-and-provide-suggestions-for-the-client\"> \n <h2>Draft a conclusion and provide suggestions for the client<\/h2>\n <div class=\"text-content\">\n   This task involves summarizing the findings and analysis in the valuation report and formulating a clear conclusion. Assess the value of the business or property based on the calculated value and its context. Provide recommendations or suggestions for the client based on the valuation results. What key points should be included in the conclusion? How can the suggestions be presented effectively? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Draft the conclusion of the valuation report and provide suggestions for the client. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"discuss-the-results-and-suggestions-with-the-client\"> \n <h2>Discuss the results and suggestions with the client<\/h2>\n <div class=\"text-content\">\n   This task involves presenting the valuation results and suggestions to the client in a clear and concise manner. Schedule a meeting or call to discuss the findings and address any questions or concerns. Explain the valuation process, the calculated value, and the implications for the client. How should the discussion be structured? Are there any specific challenges in communicating the results and suggestions to the client? \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the date for the discussion with the client. <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the client representative for the discussion. <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-confirmation-of-understanding-from-client\"> \n <h2>Approval: Confirmation of understanding from client<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Discuss the results and suggestions with the client<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"finalize-the-valuation-report\"> \n <h2>Finalize the valuation report<\/h2>\n <div class=\"text-content\">\n   This task involves incorporating any feedback or revisions into the valuation report. Review the discussion with the client and address any clarifications or modifications required. Make sure all findings, calculations, and conclusions are accurate and consistent throughout the report. How should the finalization process be managed? Are there any specific challenges in finalizing the report? \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Enter the email address for sending the finalized report. <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"deliver-the-final-valuation-report-to-the-client\"> \n <h2>Deliver the final valuation report to the client<\/h2>\n <div class=\"text-content\">\n   This task involves sending the finalized valuation report to the client. Prepare the report for delivery, ensuring it is in the appropriate format and contains all necessary information. Send the report via email or any other agreed-upon method. How should the report be delivered effectively? Are there any specific instructions or requirements for the report delivery? \n <\/div> \n <div class=\"send-rich-email-content form-field-content\"> <!-- No Recipients --> <!-- No Recipients --> <!-- No Recipients --> \n  <div class=\"form-group subject\"> <label>Subject<\/label> \n   <p class=\"form-control-static\"> Final Valuation Report for {{form.Email}} <\/p> \n  <\/div> \n  <div class=\"form-group body\"> <label>Body<\/label> <iframe srcdoc=\"Dear {{form.Name}},<br><br>We are pleased to attach the final valuation report for your business or property. Please review the report and feel free to contact us if you have any questions or require further clarification.<br><br>Thank you for choosing our services.<br><br>Best regards,<br>The Valuation Team\n<style>*{font-family:Inter,&quot;Segoe UI&quot;,&quot;Roboto&quot;,&quot;Oxygen&quot;,&quot;Ubuntu&quot;,&quot;Cantarell&quot;,&quot;Fira Sans&quot;,&quot;Droid Sans&quot;,&quot;Helvetica Neue&quot;,system-ui,sans-serif}<\/style>\n\" sandbox=\"\"><\/iframe> \n  <\/div> \n  <div class=\"form-group\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-envelope btn-icon\"><\/i> Send <\/button> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Establish the purpose and scope of the valuation This task is crucial to determine the objective of the valuation and its scope. It sets the foundation for the entire valuation process. Consider the purpose of the valuation, whether it is for financial reporting, tax planning, litigation support, or any other requirement. 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