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Business Services VAL-RA

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Business Services VAL-RA

This Business Services Agreement ("Agreement") is entered into as of by and between Client Name: and Service Provider Name: .

WHEREAS

WHEREAS, Client desires to engage Provider to perform certain business services relating to valuation, research and advisory (collectively, "Services"); and

WHEREAS, Provider represents that it has the skill, experience and personnel necessary to perform the Services and is willing to perform such Services under the terms set forth herein; and

NOW, THEREFORE, in consideration of the mutual covenants contained herein and other good and valuable consideration, the sufficiency of which is acknowledged, the parties agree as follows.

Scope of Work

Payment Terms

Client shall pay Provider for the Services as follows. The total fee for the Services is (the "Fee"), exclusive of taxes and reimbursable expenses.

Invoicing: Provider shall submit invoices to Client in accordance with the payment schedule. Invoices are due and payable within days of receipt.

Late Fee: Any undisputed past-due amount shall accrue interest at the lesser of % per month or the maximum rate permitted by applicable law. Client shall also reimburse Provider for reasonable collection costs.

Term and Termination

Term: This Agreement shall commence on and, unless earlier terminated as provided herein, shall continue until .

Either party may terminate this Agreement for convenience upon days' prior written notice to the other party. Either party may terminate immediately for material breach if the breach is not cured within thirty (30) days after written notice of such breach, or immediately for insolvency or bankruptcy of the other party.

Confidentiality

Definition: "Confidential Information" means non-public business, technical, financial and other information disclosed by one party ("Disclosing Party") to the other ("Receiving Party") in connection with this Agreement, whether disclosed orally, in writing, or by inspection of tangible objects.

Obligations: Receiving Party shall (a) use Confidential Information solely for performance of this Agreement, (b) restrict disclosure to those employees, contractors and affiliates with a need to know and who are bound by confidentiality obligations at least as protective as those herein, and (c) protect Confidential Information with at least the same degree of care it uses to protect its own confidential information, but in no event less than reasonable care.

Exceptions: Confidential Information does not include information that is: (i) publicly known through no breach by Receiving Party; (ii) rightfully received from a third party without restriction; (iii) independently developed by Receiving Party without use of Confidential Information; or (iv) required to be disclosed by law, provided Receiving Party gives prompt written notice to Disclosing Party and seeks protective measures.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflict of laws principles. The parties submit to the exclusive jurisdiction of the courts located in that State for disputes arising out of this Agreement.

Representations; Miscellaneous

Each party represents that it has the full corporate power and authority to enter into and perform this Agreement. Provider represents that the Services will be performed in a professional and workmanlike manner consistent with industry standards.

No Assignment: Neither party may assign this Agreement without the prior written consent of the other, except to a successor by merger or acquisition.

Entire Agreement

This Agreement, together with any attachments or exhibits expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous agreements and understandings, whether written or oral. No modification of this Agreement shall be effective unless in writing and signed by authorized representatives of both parties.

Notices

Client:

By:

Date:

Service Provider:

By:

Date:

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What the Business Services VAL-RA Is and when it’s used

The Business Services VAL-RA is a formal valuation and risk assessment record used to document the scope, assumptions, and conclusions of a business services valuation. It typically summarizes the subject business, the valuation method(s) applied, key inputs and sensitivities, and identified operational or regulatory risks that affect value. Organizations use the VAL-RA to support internal decisions, lender reviews, transaction due diligence, compliance reporting, and insurer evaluations. Where electronic execution is used, the record should preserve the audit trail, signer attribution, and an immutable copy for retention and future reference.

Why a clear VAL-RA matters for business, finance, and compliance

A well-drafted VAL-RA consolidates valuation assumptions and risk findings into a single, auditable document that supports governance, underwriting, and regulatory review. It reduces ambiguity in deal negotiations and provides documented evidence for tax, lender, or insurance purposes while helping organizations track changes over time.

Why a clear VAL-RA matters for business, finance, and compliance

Typical users and stakeholders of the VAL-RA

The VAL-RA is completed and reviewed by a mix of internal and external stakeholders depending on purpose and scope.

The document’s audience drives required detail, supporting exhibits, and whether third-party review or notarization is needed.

Who typically signs and certifies the VAL-RA

Chief Financial Officer

The CFO often certifies that inputs supplied by the company are accurate to the best of their knowledge, attests to governance review, and signs to confirm acceptance of the valuation methodology and reported conclusions.

Valuation Specialist

An external appraiser or in-house valuation lead typically signs to attest that the VAL-RA reflects professionally accepted methodologies, documents sources, and discloses assumptions and limitations relevant to the opinion of value.

Step-by-step: prepare and finalize the VAL-RA

Follow these sequential steps to produce a defensible VAL-RA and ensure signatures and records meet legal and audit requirements.

  • 01
    Prepare document: Collect financials, contracts, and market data; populate core fields.
  • 02
    Assign reviewers: Set internal reviewers and an external appraiser if required.
  • 03
    Send for signatures: Route in role order using an e-signature platform with audit trail.
  • 04
    Archive final: Save signed PDF with metadata and retention tag.

Where the VAL-RA goes after completion

Routing and delivery depend on purpose — internal recordkeeping, lender submission, regulatory filing, or insurance placement.

  • Internal repository: Store signed copy in your document management system with retention metadata.
  • Lender or investor: Provide signed VAL-RA as part of diligence package in secure portal.
  • Regulatory filing: Include VAL-RA where required by compliance or reporting rules.
  • Insurance carrier: Attach VAL-RA to underwriting submission to document exposure analysis.

Recommended electronic workflow settings

Configure a repeatable workflow to preserve signatures, timestamping, and secure access for reviewers and signers.

Field Configuration
Authentication method Email link | SMS code for added verification
Routing order Sequential signing with reviewer step first
Template fields Use conditional fields for optional exhibits
Retention settings Apply 7-year retention tag and versioning

Technical considerations for e-signature and eSubmission

Choose a platform that preserves an unalterable audit trail, supports required authentication, and exports ISO-compatible signed PDFs.

  • Integrations: Support for Google Workspace, Microsoft 365, Salesforce
  • File formats: Accepts PDF, DOCX, and exports PDF/A
  • Security: TLS in transit and AES-256 at rest

Confirm the platform can provide signed certificates, retention controls, and vendor agreements (BAA or SSO) when required by policy.

Key security and compliance attributes to verify

Encryption in transit: TLS 1.2/1.3
Encryption at rest: AES-256
Third-party attestation: SOC 2 Type II
Healthcare compliance: HIPAA (BAA required)
Federal e-sign law: ESIGN and UETA compliant
FDA-regulated records: 21 CFR Part 11 support

Consequences of incomplete or incorrect VAL-RA records

Tax exposure: Incorrect reporting may trigger penalties
Contract risk: Unclear valuation can void deal terms
Regulatory fines: Noncompliance may lead to enforcement
Lender rejection: Missing documentation can delay funding
Data breach liability: Insufficient controls increase breach risk
Litigation exposure: Invalid signatures jeopardize enforceability

Common mistakes to avoid when preparing a VAL-RA

  • Failing to document valuation assumptions clearly, leaving reviewers unable to reproduce results or assess sensitivity.
  • Using inconsistent effective dates across exhibits, which can create disputes about the period of analysis.
  • Omitting supporting schedules or failing to attach necessary contracts that materially affect revenue or cost projections.
  • Allowing unsigned or poorly authenticated approvals that undermine the chain of custody and auditability.

Real-world examples showing VAL-RA use and execution

These short examples illustrate how organizations use a VAL-RA in practice and how e-signature and retention controls supported each case.

Optica Ventures LLC — Brian Fitzgibbons

Optica used a standardized VAL-RA template to document assumptions and comparables for a debt refinance

  • The interface was simple and easy-to-use for internal teams
  • The signed records were delivered to lenders electronically, speeding review while preserving an audit trail for subsequent compliance checks.

Martin Properties — Tim Martin

A regional property manager used the VAL-RA to value a services division during a sale process

  • The team completed execution on mobile devices while offline when needed
  • Final signed reports were stored in a secure repository and accepted by buyers without in-person notarization.

Comparing signNow with common e-signature vendors for VAL-RA workflows

The table summarizes starting prices and select capability indicators useful when choosing a platform for VAL-RA execution and retention. Confirm vendor plans for enterprise features and volume pricing.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA) Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Practical tips to produce a reliable VAL-RA quickly

Apply standard controls to reduce rework and ensure the valuation record is defensible and auditable.

Use a template with required exhibits
Standardize the VAL-RA structure and required attachments so reviewers always receive a complete package and internal reviewers can check consistency quickly.
Lock final signed PDFs
Export the signed report as a tamper-evident PDF/A file and record the audit certificate for future verification.
Capture signer identity
Require at least email plus an additional authentication factor for signers whose approval certifies financial data.
Maintain version history
Ensure every draft and signed version is archived with timestamps and change logs to support later audits or disputes.

Typical timelines and internal deadlines for a VAL-RA engagement

Set clear internal deadlines to avoid delays in deals or regulatory submissions; the schedule below is a common example for a medium-complexity engagement.

Request and kickoff:

Client provides materials within 48–72 hours after engagement

Initial draft:

Preparation and first draft delivered within 14 calendar days

Review cycle:

Internal and external reviews completed within 7 calendar days

Final signature:

Obtain all signatures within 30 calendar days of draft issuance

Submission to third parties:

Deliver signed VAL-RA to lenders or insurers within 45 days

Frequently asked questions about using and signing the VAL-RA

Answers cover common questions about validity, e-signatures, storage, and how to correct mistakes without invalidating the document.


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