Valuation Engagement Planning
Name of engaging party or parties (attorney, subject company, fiduciary, etc.)
___ ____________________________________________________________________
Engaging party or parties’ mailing address, phone number, fax number, and email address:
__ __________________________ ________________________
Street Address Telephone Number
__ __________________________ ________________________
City, State, and Zip Code Facsimile Number
Email Address
Engaging party or parties’ relationship to entity being valued:
___________________________________________________________________________________________
Name of entity or entities being valued: _____________ ________________________________________
___________________________________________________________________________________________
Type of entity: (Check one) ______C Corp ______ S Corp _____ LLC
_____ Partnership
Valuation date(s) __________________________
Percentage or # of Shares Being Valued: _______________________________________________________
Standard of Value: (Check one) _____Fair Market Value _____Investment or Strategic Value
_____Fair Value _____Other
_________________________________
(Description)
Parties relying on valuation (directly and indirectly)
_____ Internal Revenue Service _____ Lending Institution
_____ Possible Purchaser _____ Possible Seller
_____ Shareholder _____ Court of Law
_____ Other _______________________________
(Description)
Engagement Letter Date ________________ Expected Site Visit Date(s) ____________________
Expected Receipt Date of Engagement Letter and Required Retainer _______________________;
$________
(Date) (Retainer)
Expected Receipt Date of Initial Requested Documents
___________________________________________
Projected Report Delivery Date (special requests) ___________________________________________
Primary Subject Company Contact(s) ______________________________________________
Primary Engaging Party Contact(s) ______________________________________________
Estimated Fee Range $______________ Referring party to Dixon Odom
_____________________
Dixon Odom PLLC - Birmingham Office (#65) - Valuation/Lit Budget
ABC Automotive, Inc.
Client: ABC Automotive, Inc. Red = Enter at Job Inception
Date: 11/21/2002 15:20 Blue = Enter Every Tuesday
Actual Actual Actual
Work Budgeted Hours to Anticipated Total
Code Description Hours Date to Finish Hours Variance Comment
5100 BV/Lit (DO NOT USE) - - - 0.0
5605 Initial Data/Egmt Gathering 6.0 6.0 - 6.0 0.0
5610 Company Background 4.0 0.5 2.0 2.5 1.5
5615 On Site Visit 6.0 - 4.0 4.0 2.0
5620 On Site Visit - Travel 6.0 - 6.0 6.0 0.0
5625 Economy/Industry 4.0 - 2.0 2.0 2.0
5630 Financial Analysis 10.0 16.0 - 16.0 (6.0)
5635 Income Approach 3.0 - 2.0 2.0 1.0
5640 Asset Approach 3.0 - 2.0 2.0 1.0
5645 Market Approach 5.0 9.9 2.0 11.9 (6.9)
5650 Premiums/Discounts 2.0 - - - 2.0
5655 Report Preparation 14.0 2.5 8.0 10.5 3.5
5660 Report Review 5.0 - 2.0 2.0 3.0
5665 Data Prep - - - - 0.0
5670 Staff Supervision - - - - 0.0
5680 Valuation Consulting - - - - 0.0
Totals 68.0 34.9 30.0 64.9 3.1
Actual Actual Actual
Budgeted Hours to Anticipated Total
Personnel - By Hours
Hours Date to Finish Hours Variance Comment
John 6.0 2.0 2.0 4.0 2.0
Betsy 8.0 5.0 3.0 8.0 0.0
Bill 3.0 1.5 1.0 2.5 0.5
Margaret 18.0 13.0 5.0 18.0 0.0
William 28.0 13.4 14.0 27.4 0.6
Meg 4.0 - 4.0 4.0 0.0
Tina 1.0 - 1.0 1.0 0.0
Totals 68.0 34.9 30.0 64.9 3.1
Check From Above 68.0 34.9 30.0 64.9 3.1
Variance - - - - 0.0
Budgeted To Date Actual
Personnel - By Dollars
Rate Dollars Dollars Dollars Variance Comment
John $ 250 $ 1,500 $ 500 $ 1,000 $500
Betsy 250 2,000 1,250 2,000 $0
Bill 225 675 338 563 $113
Margaret 135 2,430 1,755 2,430 $0
William 100 2,800 1,340 2,740 $60
Meg 100 400 - 400 $0
Tina 40 40 - 40 $0
Total Production $ 9,845 $ 5,183 $ 9,173 $673
Per Hour Rate 144.78 $ 148.50 $ 141.33 $3.45
Budgeted To Date Actual
Dollars Dollars Dollars Variance Comment
Summary
Total Production $ 9,845 $ 5,183 $ 9,173 $673
Fee Quote $ 10,000 $ 10,000 $ 10,000 -
Gain (Loss) $ 155 $ 4,818 $ 828 $673
Efficiency 102% 193% 109%