 FOR
PARTNERS
The Numeria Certified Partner Programsm is geared
for professional service firms that see the advantage of adding market-based
valuations to their portfolio of client offerings.
Our partner program ensures that your clients have a seamless,
end-to-end experience while assuring you that your client remains yours.
Partnering with Numeria allows clients to continue working with you, their
established and trusted advisor, who now offers the cutting edge in corporate
valuation.
You decide how involved you’ll be – ranging from very involved
to not at all – so you can earn professional fees from delivering essential
services while steering clear of potential conflicts or tasks beyond your
abilities. You select from four levels of participation – Gold, Silver, Bronze,
and Courtesy – and in all cases are positioned to deliver follow-on services.
Gold Partners
For those with the ability to manage a valuation engagement and
issue a valuation report to their clients. Gold is most suitable for
professional service firms that have valuation capability but want to offer
their clients a market-based valuation; to avoid a conflict of interest; or to
focus on the execution of the transaction. Likely Gold partners are investment
banks, business brokers, and other financial intermediaries.
Silver Partners
For those with engagement management capability, such as due
diligence and document compilation, but without sufficient expertise or other
means to issue a valuation report. Silver is ideal for management consultants,
law firms, accounting firms, and other advisory and assurance professionals.
Bronze Partners
For those with neither valuation expertise nor engagement
management capability, but whose clients are pursuing a strategic opportunity
like as a financing, M&A transaction, or repositioning. Likely Bronze
partners are highly specialized professional service firms, independent
consultants, and other solo professionals.
Courtesy Partners
For firms or individual professionals that want their clients
to realize the benefits of market-based valuations, but that cannot participate
in the engagement (or receive compensation) due to regulatory compliance or
comparable restrictions. Courtesy is ideal for auditors, risk management
professionals and insurance underwriters.
If you or someone you know is interested in becoming a Numeria
partner, please contact us.
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