The phases below run in sequence. The analysis starts when the records arrive, so the records request in the engagement process sets the pace, and disclosure deadlines are agreed at retention.
Typical timeline
Retention and records intake About 1 week
Financial analysis and valuation 3 to 6 weeks after records are received
Draft and final report 1 to 2 weeks after the analysis
Deposition and trial support As scheduled by counsel and the court
What the engagement delivers
We issue the final report and provide deposition and trial testimony and critique of opposing valuation reports.
American Institute of Certified Public Accountants. (n.d.). Statement on Standards for Valuation Services (VS Section 100). AICPA & CIMA. Retrieved August 27, 2026. aicpa-cima.com
National Association of Certified Valuators and Analysts. (n.d.). NACVA professional standards and ethics. Retrieved August 27, 2026. nacva.com
U.S. Department of the Treasury. (n.d.). Daily Treasury par yield curve rates. home.treasury.gov