For advisors and agents

Your client needs a number that survives the other side’s accountant

Accountants, attorneys and residential agents send us the valuation work they should not have to do themselves — and stay in the file while it happens.

Who this is for

Three professions keep running into the same missing figure

Accountants and CPAs

Succession, buy‑sell and estate work all start from a value

You know the returns better than anyone. What the file usually lacks is a defensible opinion of what the business is worth today, with the earnings corrected and the reasoning on the page.

You get your own access to the finished report and can work from the same document your client is reading.

Attorneys

A buy‑sell written on an unchecked figure fails later

Partner agreements, divorces and estates all turn on a number, and if nobody supplies one it gets estimated — and the estimate becomes the plan.

The report is written to be read by someone on the other side of a disagreement: every figure traceable to the line above it.

Residential agents

Your client owns a business or a commercial building

You would rather not learn commercial on that client’s deal, and you would rather not hand the relationship to a stranger either.

Refer the commercial side and stay in it. Ron values the business and the property; Sharon handles the listing.

How it works for you

You stay in the file

The report is delivered through a portal rather than as an email attachment, which is what makes this practical: your client controls who reads it, and you read the same document they do.

01

Your client gets their valuation

They answer the questions and send their financials. Ron does the analysis himself.

02

They give you access

One click from inside their report. You get a link of your own — no password to invent, no forwarded PDF going stale.

03

You work from the same figures

Including the priced list of what would move the number, which is usually where the planning conversation actually starts.

04

Access stays your client’s to give

They can remove it at any time. It is their document, and the portal treats it that way.

Referrals

Refer the commercial side and keep the relationship

Residential agents refer business and commercial property work to Scheidemantle Commercial rather than turning it away or learning it on the job. Referral arrangements are agreed with Ron directly — one conversation, before anything is sent.

The same is true for accountants and attorneys who would rather their client’s valuation came from someone who will put their reasoning in writing. ron@scheidemantlecommercial.com

Send us the number your client is missing

Start with the free range to see what it produces, or write to Ron about a specific file.