APPENDIX A
Sample Engagement Letter
January 30, 2015
Charlie Sample
Chairman & CEO
Fantastic Footballs, Inc.
Sample, Ohio 99999
Dear Mr. Sample:
We appreciate the opportunity to provide you our valuation services. This letter outlines our understanding of the terms and objectives of the engagement.
We will perform a valuation of your common stock interest in Fantastic Footballs, Inc. for business and estate planning purposes. Our valuation will include a per share value on both a controlling and noncontrolling interest. The date of the valuation will be as of December 31, 2014.
We will provide you with two opinions of value. The standards of value that will be used in this engagement are “fair market value” and “investment value.” The term “fair ...
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