Methodology
Structured Valuation Analysis Built for Scrutiny
BizVal Partners applies disciplined valuation methodology for divorce and probate matters involving closely held businesses.
Engagement scope, intended use, and reporting parameters are defined in writing at the outset. Analysis is prepared without advocacy posture or outcome orientation and is documented for independent review.
Structural Components Applied in Each Engagement
Valuation analysis relied upon in legal settings requires defined scope, disciplined normalization, documented methodology, and structural independence.
Engagement scope, intended use, and reporting parameters are defined in writing at the outset. Analysis is prepared without advocacy posture or outcome orientation and is documented for independent review.
Scope Alignment
Engagement parameters and intended use are defined in writing. Valuation premise and reporting structure are aligned with the legal context.
Income Normalization Integrity
Adjustments are identified, supported, and reconciled. Owner compensation and non-recurring items are evaluated with documented rationale.
Methodology Documentation
Approaches are applied in a traceable manner. Data sources, assumptions, and calculations are clearly documented.
Intended Use Discipline
Reports are structured for divorce or probate context. Language, assumptions, and conclusions reflect the defined purpose of the analysis.
Independence by Design
Analysis is prepared without advocacy posture. No contingent arrangements or transactional conflicts influence valuation conclusions.
This page provides a high-level overview. Engagement-specific methodology, assumptions, and supporting documentation are defined by scope and intended use.
Engagement Sequence
Valuation engagements follow a defined sequence. Communication parameters, documentation expectations, and timeline milestones are established at engagement outset.
01
Engagement & Scope Definition
Engagement terms, intended use, valuation premise, and reporting parameters are defined in writing. Timeline expectations are aligned with litigation or estate administration schedules.
02
Data Collection
Financial records and supporting documentation are requested in accordance with defined scope and handled through structured, confidential exchange procedures.
03
Income Normalization Analysis
Adjustments are identified, analyzed, and supported. Owner compensation, discretionary expenses, and non-recurring items are evaluated with documented rationale.
04
Methodology Application
Appropriate valuation approaches are selected and applied consistent with the defined purpose of the engagement. Inputs, assumptions, and calculations are documented and traceable.
05
Report Delivery
Conclusions are presented in a structured written report suitable for review in divorce or probate context, with supporting documentation aligned to scope and intended use.
Where additional work is requested (e.g., response to opposing valuation critique), scope is documented and confirmed in writing.
This Is Not
This page describes disciplined valuation analysis prepared for legal scrutiny. It is not:
• a broker opinion of value
• a tax-preparation add-on
• an advocacy report
• a cursory income summary
ACCESS
Confidential Discussion
Valuation matters involving closely held businesses require defined scope
and structural neutrality.
Discussions are reserved for matters within divorce or probate context where
independent valuation analysis is materially relevant.
Opening hours
M: 11am - 6pm
T: 11am - 6pm
W: 11am - 6pm
T: 11am - 6pm
F: 11am - 6pm
Important links
© 2026 BizVal Partners - All Rights Reserved. BizVal Partners is a DBA of Merchant Business Solutions LLC. Established 2008.
