Can this be electronically signed?

Yes. Electronic signatures meeting ESIGN (15 U.S.C. ch. 96) and UETA standards are valid for most valuation attestations, provided the parties consent and records are retained.

Is notarization always required?

Not necessarily. Notarization depends on whether the valuation is attached to a record requiring acknowledgment, or local law requires it for particular attestations.

How do I correct a completed form?

Create a corrected valuation statement with a new Valuation Date or an addendum signed by the same parties; maintain both versions and a clear correction history.

Who must sign the document?

Authorized officers, owners, or licensed appraisers who prepared or approved the valuation should sign; list authority and title beside each signature to show signing power.

How long should signed records be kept?

Follow retention rules: at least three years for tax-related records (IRC §6501(a)), six years for HIPAA-covered records (45 CFR §164.530(j)), and longer where state law requires it.

What if a signer refuses electronic consent?

Obtain a handwritten signature or documented consent to proceed electronically; consumer-facing records require an ESIGN consumer disclosure before relying on e-signatures.

Electronic Signature
Templates
Finance
Financial Valuation Day

Financial Valuation Day

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

FINANCIAL VALUATION DAY

Engagement Details

Client Name:

Client Address Valuation Firm

Contact Person: Phone:

Valuation Date (effective date of value): Valuation Time (if applicable):

Purpose and Standard of Value

Purpose of Valuation:

Standard of Value (check all that apply):

Fair Market Value Fair Value Investment Value Other:

Subject of Valuation

Asset or Interest Description

Ownership/Interest to be Valued:

Scope of Work and Methodology

The Valuation Firm will perform analyses, apply professional judgment, and utilize methods appropriate to the subject. The principal approaches expected to be considered are (check all that apply):

Income Approach Market Approach Asset Approach

Primary Valuation Methodology and Rationale

Information, Assumptions & Limiting Conditions

Documents and Data Used Key Assumptions and Limiting Conditions

The Valuation Firm's opinion is expressly conditioned on the accuracy and completeness of information provided by the Client and third parties. The Valuation Firm assumes no responsibility for undisclosed information and reserves the right to modify conclusions should additional material information become available.

Valuation Conclusion

Opinion of Value (numeric): Currency:

Level of Value:

Date of Report:

Engagement Fees & Payment

The fees payable for this engagement are set out below. Payment is due in accordance with the terms agreed below; late payments will bear interest as stated.

Description	Quantity	Unit Rate	Amount

Subtotal: Tax: Total Due:

Payment Terms

Use, Distribution and Limitation of Liability

This valuation report and any opinion of value provided by the Valuation Firm are prepared solely for the formal use of the Client and only for the stated Purpose of Valuation. No third party may rely upon this report without the express, prior written consent of the Valuation Firm. The Valuation Firm's liability for claims arising from this engagement shall be limited to direct damages not to exceed the greater of the fees paid for this engagement or an amount specifically agreed in writing. The Valuation Firm shall not be liable for incidental, consequential, special, or punitive damages.

Representations and Certification

By signing below, the Client represents that all information provided to the Valuation Firm for the purposes of this engagement is true, complete and provided in good faith. The Valuation Firm certifies that the conclusions expressed herein are impartial and based upon the data available at the time of the report, subject to the assumptions and limiting conditions stated.

Additional Remarks / Limitations (if any)

Valuation Firm (Printed Name):

By (Signature):

Date:

Client (Printed Name):

By (Signature):

Date:

What the Financial Valuation Day document is

A Financial Valuation Day is a formal statement that establishes the specific date on which an asset, liability, equity interest, or business is valued for a transaction, tax filing, estate settlement, or corporate reporting. The document records the valuation date, the valuation method used, the items appraised, assumptions, and signatures or attestations from responsible parties and appraisers. It provides a fixed reference point for accounting, tax, and legal purposes and helps ensure consistent treatment of values across related documents and filing deadlines.

Why a clear valuation date matters

Establishing a Financial Valuation Day gives legal certainty about the measurement point for value, reduces disputes over timing, supports tax reporting and audits, and documents assumptions and methodologies that underlie financial decisions.

Who typically completes a Financial Valuation Day

The Financial Valuation Day is completed by professionals who need an auditable valuation point for transactions, reporting, or compliance.

Real Estate Appraisers and Brokers — Use it to fix a valuation date for offers, closings, or portfolio accounting.
Financial Services and Accountants — Use it for fair-value measurements, loan collateral, or investment audits.
Legal and Tax Advisors — Use it to support estate, divorce, M&A, or IRS reporting positions.

Different signers and reviewers will vary by use case; include all required approvers to avoid rework.

Essential parts of a professional Financial Valuation Day

A complete document combines factual data, valuation approach, assumptions, and attestations so recipients and regulators can verify how the value was determined.

Valuation Date

The exact MM/DD/YYYY date and time used as the measurement point, including time zone if needed to avoid ambiguity.

Purpose

A short statement explaining why the valuation is performed (tax return, sale, buy-sell, collateral, estate distribution).

Assets/Liabilities

A detailed list with sufficient identifiers (account numbers, legal descriptions, serial numbers, ownership percentages).

Methodology

The valuation approach (market, income, cost), key calculations, comparables, and any valuation models used.

Assumptions

Material assumptions and limitations that materially affect the conclusion of value, stated explicitly and reproducibly.

Attestation

Signatures, dates, credentials of the appraiser or authorized officer and a statement affirming accuracy and completeness.

Core information to include on the form

Entity Name: Legal name of the party

Valuation Date: MM/DD/YYYY format

Asset Identifier: Serial, account, or legal description

Valuation Method: Market, income, or cost

Appraiser Details: Name, license, contact

Signature Block: Signer name and dated signature

Step-by-step: preparing and finalizing the valuation day

Follow these sequential steps to complete, verify, and distribute the Financial Valuation Day without common delays.

01

Prepare Documentation: Gather supporting appraisals, contracts, and financial records.
02

Populate Fields: Enter names, valuation date, assets, method, and assumptions.
03

Sign and Attest: Obtain authorized signatures and appraiser attestations.
04

Distribute and Archive: Share with stakeholders and store a tamper-evident copy.

Configuring an online workflow for the document

Set simple workflow rules to control authentication, routing, and retention when completing the form online.

Field	Configuration
Authentication Method	Email link \| SMS code \| KBA as needed
Signature Type	Simple e-signature or PKI-based digital signature
Routing Order	Sequential or parallel signer sequence
Retention Policy	PDF/A archival with access controls

Typical submission and filing flow

This flow describes common destinations and the order of actions after completing the valuation form.

Send to Appraiser: Share draft for review and formal attestation.
Collect Signatures: Obtain signatures from owners, officers, or trustees.
Store Securely: Archive final PDF with audit trail for future review.
File If Required: Submit to tax preparer or regulator when applicable.

Technical considerations for e-submission and sharing

Choose a platform that supports required formats, signer authentication, and secure archival before starting the workflow.

File Formats: PDF, DOCX supported
Integrations: Salesforce, NetSuite, Google Workspace
Mobile Support: Desktop and mobile signing

Key timelines and typical processing windows

Identify all timing constraints early — valuation production, signature return, and related filing deadlines often differ by use case.

Valuation Production Window:

Appraisal often completed within 30 days of request

Signature Return:

Request signatures within 14 days to avoid delays

Tax Reporting:

Provide valuation data to preparer in time for IRS deadlines

Transaction Closing:

Align valuation date with closing date or agreed effective date

Record Retention:

Preserve final record per retention policy (see retention section)

Risks and potential consequences of errors

Tax Adjustment: IRS reclassification or adjustment risk

Invalid Attestation: Appraisal may be rejected without credentials

Contract Delay: Transaction timelines may be extended

Litigation Exposure: Disputes over valuation assumptions

Data Breach: Unauthorized access to sensitive financial data

Noncompliance: Failure to meet industry-specific rules

Sample scenarios showing how the form is used

Below are two real-world examples of organizations using an electronic valuation date to speed processes and maintain compliance.

Martin Properties (Tim Martin)

Tim Martin, founder, uses a dated valuation for property closings and portfolio accounting to avoid ambiguity in offers.

Mobile and offline signing supports remote deals.
Martin reports the ability to execute and return complete valuation packages online, reducing in-person meetings and helping close transactions with clear documentary evidence of the valuation point.

Fertility Centers of Illinois (John Butler)

John Butler, founder, documents valuation dates for clinic asset transfers and partnership adjustments.

Integrates with back-office systems for recordkeeping.
The organization preserves signed valuation statements with audit trails and secure archival to support regulatory reviews and internal governance.

Practical tips for accurate and efficient completion

Adopt consistency and verification steps to reduce rework and improve defensibility of the valuation date and assumptions.

Standardize date and time

Record MM/DD/YYYY and time zone on every valuation to prevent disputes over the measurement point and align with transactional closing times.

Attach supporting exhibits

Include comparable sales, appraiser reports, financial schedules, and calculation workpapers to provide immediate context for reviewers and auditors.

Use clear attestation wording

Have the appraiser or authorized officer state their scope, credentials, and any limitations to reduce ambiguity during audits or litigation.

Preserve an audit trail

Retain signed copies with timestamped audit logs and access records to support chain-of-custody and regulatory inquiries.

eSignature pricing and feature snapshot for valuation workflows

Comparing typical plan starting prices and core capabilities can help select an e-signature provider suited to valuation workflows; signNow is shown first per vendor comparison rules.

	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 (Business Premium)	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Frequently asked questions about Financial Valuation Day

Answers address legal validity, notarization, corrections, retention, and signer authority for common issues encountered when completing valuation statements.

Need help? Contact support

Can this be electronically signed?
Yes. Electronic signatures meeting ESIGN (15 U.S.C. ch. 96) and UETA standards are valid for most valuation attestations, provided the parties consent and records are retained.
Is notarization always required?
Not necessarily. Notarization depends on whether the valuation is attached to a record requiring acknowledgment, or local law requires it for particular attestations.
How do I correct a completed form?
Create a corrected valuation statement with a new Valuation Date or an addendum signed by the same parties; maintain both versions and a clear correction history.
Who must sign the document?
Authorized officers, owners, or licensed appraisers who prepared or approved the valuation should sign; list authority and title beside each signature to show signing power.
How long should signed records be kept?
Follow retention rules: at least three years for tax-related records (IRC §6501(a)), six years for HIPAA-covered records (45 CFR §164.530(j)), and longer where state law requires it.
What if a signer refuses electronic consent?
Obtain a handwritten signature or documented consent to proceed electronically; consumer-facing records require an ESIGN consumer disclosure before relying on e-signatures.

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