Did you ever wish you had a more effective and efficient way of doing your due diligence and management interview?

Well now the first totally secure, automated web-based interview questionnaire is available (Valuation/Litigation Interview & Due Diligence Automated System). This tool is the brain child and creation of Mel H. Abraham, CPA, CVA, ABV, ASA.  The software is easily installed (by your webmaster) on your website and includes an initial base of 105 questions in multiple categories.  All questions are editable and additional questions may be added as needed.  Additionally, you can modify the questionnaire so it is specific to a client to allow you to make unique questionnaires for each client.

Your clients will login through a passworded account and be able to complete all of the information online.  Once completed the information is easily downloaded and converted into a Word document for your use and review.   

Because of the flexibility the software can be adapted and used for due diligence, valuations, litigation and other purposes.

Mel has used this tool to allow his clients to provide all of the initial information prior to the site tour and management interview to allow for a highly focused and more productive site tour and management interview process. Now you too can have access to this unique productivity tool!

The default system includes all of the fundamental questions that should be considered in valuations to gain a rounded perspective of the business, its operations and management.  The categories include the following:

• Basic information such as valuation date, purpose, intended use, valuation date and standard of value as well as a list of data requested for the valuation.
• Entity information as to capital and legal structure such as, C-Corporation, S-Corporation, Partnership, Proprietorship, LLC, LLP, FLP.
• Company history including,(a) product lines/services, (b) customers, (c) locations, (d) marketing activities, (e) distribution methods, (f) employees, (g) acquisitions, and (h) ownership.
• Other categories include questions related to:
  • ·      Prior transactions,
  • ·      Products or services,
  • ·      Customers,
  • ·      Competition,
  • ·      Suppliers,
  • ·      Operations,
  • ·      Intangibles,
  • ·      Sales,
  • ·      Marketing,
  • ·      Management,
  • ·      Industry,
  • ·      Economy,
  • ·      Financial information
  • ·      Related party information
  • ·      Company expectations and
  • ·      Litigation & claims.

This is just a summary of the broad categories of questions already imbedded in the default questionnaire. Any question may be edited as well as questions may be added, deleted or changed on a client by client basis or globally.  Additionally, you have the ability to edit or add and change categories of questions (i.e. you may add a series of questions related to particular industry as an additional set of question or another separate category)

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Valuation Interview & Due Diligence Automated System (Download)     $247

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Pension Protection Act Bundle Offer

Give yourself tools to minimize your exposure to the critical factors of the IRC Section 6695A – SAVE

The PPA Bundle includes:

1. The audio program on the Penalties and the Pension Protection Act, based on a 2-hour live program presented in Atlanta, Georgia in July 2007 by Mel H. Abraham, CPA, CVA, ABV, ASA, CSP. You will have the ability to hear the questions as asked by an audience of valuation professionals and CPAs.  For More Information Click Here

2. The first totally secure, automated web-based interview questionnaire is available (Valuation/Litigation Interview & Due Diligence Automated System). This tool is the brain child and creation of Mel H. Abraham, CPA, CVA, ABV, ASA.  The software is easily installed (by your webmaster) on your website and includes an initial base of 105 questions in multiple categories.  All questions are editable and additional questions may be added as needed.  Additionally, you can modify the questionnaire so it is specific to a client to allow you to make unique questionnaires for each client. For More Information Click Here

3. Mel's Common Errors in Valuation Presentation - This session will provide and foundational understanding of the factors, elements and current positions taken by the IRS and the courts as well as the typical weaknesses or mistake that are seen in valuations and valuation reports. For More Information Click Here

This session will provide and foundational understanding of the factors and elements that should be present in valuation reports as well as what to look for in them.  For More Information Click Here
These programs if purchased separately would cost more than $440 –
Purchase now and get over 22% off these great programs and tools!

Click Here to buy the PPA Bundle Offer!
$441 $341