Calculation Reports
A Fast, Focused Valuation for Confident Decision-Making
Not every situation calls for an in-depth business valuation. When you need a professional opinion of value, without the cost or complexity of a full report, a Calculation Report provides the clarity you need to move forward. Designed for internal use, early-stage planning, or low-risk transactions, Calculation Reports offer a concise, supportable range of value based on reasonable assumptions. HW Partners tailors each report to your specific business and context—whether you’re planning a transition, negotiating a shareholder buyout, or testing scenarios for strategic planning. You’ll get professional guidance, fast turnaround, and a clear picture of value, built on the insights of experienced Chartered Business Valuators.
Our Calculation Report Services Include:
Business Review & Assumptions
We gather relevant financial data and meet with you to gain a deeper understanding of the business, its operations, and the assumptions that drive value.
Financial Adjustments
We normalize earnings and adjust financials for factors such as owner compensation, non-recurring items, and related-party transactions.
Value Range Calculation
We apply standard valuation methodologies, such as capitalized earnings or market multiples, to arrive at a professional estimate of fair market value.
Summary Report
We deliver a concise, clearly written report that outlines the valuation conclusions and key assumptions, tailored to your specific purpose.
Advisory Support
We walk you through the findings and how they can inform planning, negotiation, or decision-making.
Why Clients Choose HW Partners for Calculation Reports
- Cost-effective, timely insight for planning and transactions
- Valuations tailored to purpose with no unnecessary complexity
- Trusted professionals with deep business and industry knowledge
Meet the Team Behind Our Business Valuations
Our valuation specialists deliver thoughtful, practical insight for privately held businesses across many industries.
Brock McDonald
CPA, CA, CBV | Senior Assurance & Business Advisory Manager
Calculation Reports help clients take action, with just the right level of detail and a clear sense of value.
~ David Ienzi, Partner
Let’s Talk About Your Valuation Needs
Whether you’re planning a sale, negotiating a share transfer, or preparing for growth, HW Partners can help you move forward with clarity.