Frequently Asked Questions
Answers to common questions.
If your question isn't covered here, get in touch directly — we're happy to talk through the specifics of your situation.
General
What does Prismark do?+
Prismark provides outsourced valuation, financial analysis, financial modelling, and research support to professional firms and businesses — working as an extension of your existing team on part or all of an engagement.
Who does Prismark work with?+
Valuation firms, CPA and accounting firms, tax advisors, business brokers, M&A advisors, law firms, family offices, private equity and venture capital firms, and businesses that need additional analytical capacity.
Can Prismark work as an extension of our internal team?+
Yes. That is the core of how we work. We adapt to your templates, methodology, and review process, and can operate behind the scenes on a recurring or project basis.
Valuation
Which valuation methods do you use?+
The income, market, and asset approaches are each applied where appropriate to the specific engagement. We do not apply every method to every valuation — the purpose and subject of the engagement determine the methodology.
Outsourcing
How does the outsourcing process work?+
We start by understanding the purpose and scope of the work, collect the relevant documents, and proceed through analysis, internal review, and client discussion before final delivery. You can see the full process on our Our Process page.
Can we use our own templates and methodology?+
Yes. Where a firm has an established template, house methodology, or review process, we work within it rather than replacing it.
How is confidentiality handled?+
Client financial information is treated as strictly confidential in every engagement, with information handling practices appropriate to the sensitivity of the data involved.
Working With Prismark
What happens after I submit an inquiry?+
We review your inquiry and respond to discuss scope, timeline, and next steps. For prospective firm partners, requesting a sample model and report is a good way to evaluate our work before committing a live engagement.
Can we start with a small project?+
Yes. Many relationships begin with a single project before moving to recurring or ongoing support.
What time zones can you work with?+
We regularly support US and UK business hours alongside domestic engagements, and coordinate scheduling around your team's working hours.
The content on this page is for general informational purposes only and does not constitute legal, tax, or financial advice. Specific engagements should be discussed directly with our team and, where appropriate, with your own legal or tax advisors.
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