Question 1

What does it cost to become a partner?

Accepted Answer

Nothing to join, and no volume commitment. Referral terms and co-branded or API rates are agreed with the partnerships team, because they depend on the model and the volume rather than on a published list.

Question 2

How fast are reports delivered?

Accepted Answer

A first draft in 24 hours and a final report in 7 business days for every report type, with express delivery available as an add-on.

Question 3

Who reviews and signs the valuation?

Accepted Answer

Our analysts. Every report is reviewed and dual-signed before it is published, whichever brand it carries.

Question 4

Which report types can partners submit?

Accepted Answer

All 14 of them — 409A, ASC 718, ASC 820, portfolio, gift and estate, QSBS, EMI, CSOP, IFRS 2, purchase price allocation, impairment, ESOP, IP and SMB.

Question 5

What happens if a client’s auditor has questions?

Accepted Answer

We support the valuation directly at $175 an hour, working with whichever of you is fielding the question.

Question 6

Is client data shared between partners?

Accepted Answer

No. Every read is scoped to the organisation that owns it, and an out-of-scope id is not found rather than forbidden — a partner cannot even confirm another partner’s engagement exists.