Legal
Disclosures
Last updated: [Date]
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Dumur Wealth, Inc. provides business valuation services. [Disclosure language, to be finalized with counsel.]
Independence
We do not act as a business broker, real estate agent or lender, and our fees are not contingent on the value concluded or on the outcome of any transaction.
Not a real estate appraisal
Our business valuations are not appraisals of real property by a state-certified appraiser unless expressly stated. [Confirm how you coordinate with state-certified appraisers.]
Not investment, legal or tax advice
Our reports state an opinion of value for a defined purpose. They are not investment, legal or tax advice.
Professional standards
[State the professional standards your reports follow.]