Valuations

SAI reports follow USPAP Guidelines

Aviation & Machinery Valuation Reports

» eValues™ & Asset Insight Index Reports

For: Aviation Valuations (aircraft)
Format: Report

The SAI eValues™ and the Asset Insight Index (AI2) Maintenance Analysis reports provide quality values and analysis in an efficient and expeditious manner. Order online and have the digital reports sent to your in-box.

  • Value Analysis (eVA™) – FMV or FMV and OLV
  • Residual Value Analysis (eRVA™) – FMV or FMV and OLV with the addition of residual curves

 

Additional Options

  • Future Transactional Value Trend (eTrend™) – an opinion of the FMV one quarter out.
  • Asset Insight Index Analysis (AI2) – an in-depth assessment of the maintenance status to determine condition, financial implications, and current equity. This AI2 product is part of the Asset Optimization Solutions offered by Asset Insight, Inc.


Find out more on our details eValues & Asset Insight page.

» Opinion of Value

For: Aviation Valuations, Equipment & Machinery Valuations
Format: Letter or Verbal

The opinion of Value provides a general opinion of the current “market value” of an aircraft. This product does not include any market research, or general scrutiny of the overall specifications and maintenance status of the aircraft.

Additional Options: Residual Values, Forced Liquidation Value, Orderly Liquidation Value

» Desktop Appraisal

For: Aviation Valuations, Machinery & Equipment Valuations
Format: Report

A Desktop Appraisal provides a “fair market value” based on specifications furnished by the client or an outside third party.

Additional Options: Residual Values, Forced Liquidation Value, Orderly Liquidation Value

» Audit & Appraisal Report

For: Aviation Valuations, Machinery & Equipment Valuations
Format: Report

This appraisal product involves a full audit of the aircraft, aircraft flight logs, aircraft and engine maintenance records, and related FAA records. A current fair market value is established for the aircraft that is determined by its specific characteristics (i.e., total time, age, condition, modification status, etc.).

Additional Options: Residual Values, Forced Liquidation Value, Orderly Liquidation Value

» Audit & Appraisal with Extended Market Analysis Report

For: Aviation Valuations only
Format: Report

In addition to the Audit & Appraisal information, this report contains a review of the current market for a particular aircraft by class, along with a comparison against cohort aircraft.

Additional Options: Residual Values, Forced Liquidation Value, Orderly Liquidation Value

» Residual Value Analysis

For: Aviation Valuations, Machinery & Equipment Valuations
Format: 1 page chart, report, combined with another appraisal report

This product focuses on estimating a “future fair market value,” for a designated aircraft type through a specified calendar time frame. The analysis is based on historical data and current indicators, which can also be adjusted for inflationary assumptions.

Aviation & Machinery Consulting Reports

» Collateral Audit

For: Aviation Valuations, Machinery & Equipment Valuations
Format: Report

This product involves a full physical audit of the specified collateral, along with its associated records. The object is to detail the overall condition of the collateral.

There are no value representations associated with this product; nor should it be employed as a tool for determining the technical airworthiness or serviceability of the collateral.

» Collateral Verification Check

For: Aviation Valuations, Machinery & Equipment Valuations
Format: Report

This product involves a cursory physical audit of the specified collateral and records. The sole purpose of this product is to verify the existence and general physical condition of the specified collateral.

» Diminution of Value Report

For: Aviation Valuations, Machinery & Equipment Valuations
Format: Report

The Diminution of Value Report involves a physical inspection of the specified aircraft, a market assessment, and an appraisal. The work scope associated with the process involves a physical inspection of the aircraft to include all related equipment and the associated records, a complete review of the damage inflicted on the aircraft and the associated repairs, and a fair market value assessment of the aircraft. The end product is comprised of a detailed written report depicting the overall condition of the collateral, the full scope and type of damage that occurred, and a representation of any perceived diminution of value. Although there are value representations associated with this product, they should not be employed as tools for determining the technical airworthiness or serviceability of the collateral. The sole purpose of this product is to verify the extent of the damage, general physical condition of the specified collateral, and what, if any, potential there is for a diminution of value.

» Aircraft Market Analysis Report

For: Aviation Valuations only
Format: Report

This product involves an analysis of the market for a specified aircraft model. The work scope associated with this process involves a review of the market for the specific aircraft model and that specific market segment (i.e., large-cabin, long-range). The end product is comprised of a concise written report depicting the overall conditions of the market for the specified model of aircraft. There are no aircraft specific value representations associated with this product and it should not be employed as a tool for determining the value of collateral. The sole purpose of this product is to identify and verify the general market conditions for the specified aircraft model.

» Market Snapshot Report

For: Aviation Valuations only
Format: Report

This product was developed to analyze the market as it exists for a specific make, model, and model year aircraft. It is a consulting product and not a valuation. The business aircraft market is dynamic – always changing due to various forces. The Market Snapshot Report describes what values the aircraft may realize at certain points in time. It also indicates, based on the snapshot date (and the market forces that exist on that date), what ask price values the aircraft could sustain (minus any brokerage fees or commissions), and what types of liquidation values could be expected throughout the year. There are potential future values expressed as well. The market itself is also explored along with cohort aircraft market statistics and sales history.

There are two types of Market Snapshot Reports: The Market Snapshot Report and the Defined Market Snapshot Report:

• The Market Snapshot Report considers an aircraft with all base equipment, all times at fleet standard, and
all components at mid-time.
• The Defined Market Snapshot Report contains a subject aircraft with specifications described by the client.

» Future Value Report

For: Aviation Valuations only
Format: Report

This product involves research and analysis of the current and projected market for a specified aircraft model. The work scope associated with this process involves an overview of the aircraft, an overview of the market segment, a short overview and description of competitive aircraft, and a comparison of cabin size, range, cost per seat mile, etc. There is a short description of our future value model and future value curves for the subject aircraft, along with competitive aircraft. This report also analyzes the dynamics that impact future values (i.e., days on market, percentage of fleet for sale, etc.).

» Insurance Value Report

For: Aviation Valuations, Machinery & Equipment Valuations, Business Valuations
Format: Report

The determination of insurable value is a common purpose for which appraisals are required. Insurance appraisals are required to establish a value for insurance coverage to indemnify the insured against loss. The insurable value is of concern to owners, lessors, lessees, insures, agents, and brokers.

The insurable value may be equivalent to replacement cost new if the insurance coverage is provided on a replacement policy. More often; however, the insurable value will be predicated on replacement cost new less depreciation or a used cost of like kind, quality, and condition plus appropriate freight, taxes, and installation. This is often referred to as the actual cash value.

Because many insurance policies covering industrial and commercial machinery and equipment include a coinsurance (average) clause, a good appraisal is essential to ensure financial recovery in case of loss.

An appraisal done for an insurance loss settlement is done after the loss has occurred.

» Custom Reports

We will work with you to create new products or customize our existing products to meet your valuation needs.

Business Valuation Reports

» Oral Reports

The Oral Report provides a general opinion of current “market value” presented as part of expert testimony or for informal engagements. This product may include only limited research, or general scrutiny of the overall status of the business.

» Summary Desktop Appraisal Reports

A Desktop Appraisal provides a “fair market value” based on specifications furnished by the client or an outside third party.

» Full Appraisal Reports

This appraisal product covers all the relevant points supporting the valuation conclusion, including detailed calculations and financial data. These reports provide the most comprehensive and legally defensible analysis of the subject data.

» Internal Reports

Internal Reports are prepared by industry analysts for their employee’s internal use. They designed for “in house” and are not disseminated to outside parties.