Initial Consultation
We begin with an up to one-hour complimentary Zoom or Phone consultation to:
Review the circumstances requiring valuation, and clarify the intended function of the appraisal
Discuss the property under consideration, including significant assets, asset categories, collection scale, and history of ownership and related documentation
Address assignment conditions, such as timeline or parties involved
Identify potential complexities, such as provenance gaps, authenticity concerns, or lack or precedent for highly unique situations
Most assignments can easily be assessed and quoted based on this initial discussion. Only unusually complex matters require extended pre-engagement research or consultation.
Following consultation, we provide recommended next steps along with a proposed fee structure.
Engagement & Retainer
Upon acceptance, we issue a formal appraisal agreement defining scope, function of the appraisal, and professional standards. A retainer will also be requested at this time.
On-Site Examination
After the signed agreement and retainer are received, we schedule the on-site inspection. We work collaboratively with team members to coordinate scheduling and access to conduct the inspection and review relative documentation in a discreet and orderly manner.
Research & Report Preparation
Following inspection, we conduct comprehensive market research and prepare a fully substantiated written USPAP compliant appraisal report.
Delivery & Review
Once the appraisal is complete, the final invoice is sent. Once payment is received, the finalized report is delivered. We also schedule up to a one-hour review call to discuss conclusions, answer questions, and ensure the report is fully understood.
Scope & Timing
The duration of an appraisal assignment depends on the nature, scale, and reporting function of the property involved. Complex estates, multi-category collections, highly significant or niche property, authenticity considerations, and reporting requirements all influence scope.
Because each engagement is unique, time requirements cannot be determined without preliminary review.
Unless unusually large or complex, reports are typically completed within 60 days.
If an accelerated timeline is required (for example, a 2–4 week turnaround), we will do our best to accommodate your timeline. An expedite fee may apply.
Billing & Professional Fees
Professional time is billed at $250 per hour.
On-site appraisal engagements require a $1,500 minimum assignment.
Travel expenses are included at cost, without markup.