Chapter 6

Marketing, Managing, and Making Money in Valuation Services

Caveat: Most of the following information is presented in a best-case scenario where everything is almost perfect. It may not be possible or relevant to adopt all of these procedures, policies, and ideas. Each professional and firm should choose the resources that fit the firm/group, its philosophy, and its culture.

Disclaimer: For discussion and educational purposes only. Some topics may not be relevant to every practice. Valuation and litigation services are very much affected by specific facts and circumstances. As such, the views expressed in this chapter do not necessarily reflect the professional opinions or positions that the authors would take in every assignment or practice, or in providing valuation or litigation services in connection with an actual engagement, matter, or practice. Every situation and practice is unique, and differing facts and circumstances may result in variations of the information presented. Jim Hitchner, Financial Valuation Solutions LLC, The Financial Valuation Group of Florida, Inc., and FVG Holdings, LC, assume no responsibility for any errors in this information, use of this information, or reliance on the information. Use at your own risk.


The following point list is designed to assist the professional firm in planning an effective marketing strategy.

  • Decide on what target market ...

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