- Q: How do I know if PVX is right for my particular valuation project?
A: We recommend you navigate to the Special Situations page (in the Resources tab). It lists situations that might require a bit of extra consideration and a few that will require professional help.
- Q: How do I subscribe?
- Q: Which subscription should I choose?
A: The Advisor subscription option is intended for advisors, partners, common tenants, property owners, CPAs, attorneys—users who need the depth and understanding that PVX provides but are not going to be offering their professional opinion of value. Any user may subscribe using this option.The Appraiser subscription option is intended for appraisers—users who are qualified to offer their professional opinion of value as experts in a court of law, before the IRS, or in other situations where a client requires your expert opinion of value. You will be required to provide and confirm your professional qualifications on the subscription form.
- Q: I’ve subscribed. Now what?
A: Once you log in with your new credentials, you should receive a prompt to watch the tutorial and then create your first project. If you do not wish to watch the tutorial right away, you can always click on Resources in the top menu and navigate to the tutorial link. We strongly recommend that you watch the tutorial before proceeding, as it tells you everything you need to know to get started with the Dashboard.
- Q: How can I cancel my subscription?
A: Please note that you can only cancel a subscription while you are in trial mode. During that time, you can go to My Account and click the view button under My Subscriptions (not My Orders). Click the button labeled “Cancel” to cancel your free trial.
- Q: How much does a subscription cost?
A: The Advisor subscription is $450/year and the Appraiser subscription is $950/year.
- Q: What is the Dashboard?
A: The Dashboard is the heart of PVX. It will guide you through the process of gathering information, collecting documents, and inputting information from beginning to end. If you have not viewed the tutorial, we recommend doing so before you begin.
- Q: Why can’t I enter information some fields?
A: The fields across the top of the Dashboard are populated with information from your Create New form. The only items you can change after project creation are project name, interest, parties, and estimated value. With regard to the fields in the bottom five sections, if you see blue text, you can enter or change text in a field. If you see black or grey text, it cannot be changed.
- Q: Why can’t I move the top slider?
A: The big slider in the middle of the Dashboard is self-adjusting. It initially adjusts based on defaults and will continually adjust itself based on the numerical values you enter in the various fields or the adjustments you make to the various sliders.
- Q: What do the numbers on the big slider mean?
A: The left (blue) section shows your interest’s value, and the right (green) section shows the interest’s percentage discount from its pro rata net asset value.
- Q: Why are some sliders grey instead of green?
A: Some questions and/or sections may not be relevant based on entity type or a particular combination of inputs. In these cases, the corresponding sliders will be “greyed-out” and inoperative. If the entire section is greyed out, the questions from that section will not show up on your User Valuation Summary.
- Q: How do I start a project?
A: Click on the green Create New button at the upper right of the Dashboard and fill out the form. After you click Create, the Dashboard will open with your project loaded.
- Q: How do I get to my projects?
A: Selecting View My Projects tab on the Dashboard will take you to your projects page, where you can view a sortable list of all your projects.
- Q: How do I load a project to the Dashboard?
A: The Dashboard opens with your newly-created project (if you just created one) or with the last project you were working on (if you navigated away for any reason). If you logged out, when you log back in it will open to the My Projects page. The page is arranged alphabetically and is sortable by the headings. Select Load to open a project in the Dashboard. To select a different project from the Dashboard, click the down arrow in the My Projects field at the top of the Dashboard and choose from the list, which is ordered by most recent project first.
- Q: What if I want to change the project name?
A: You can change the name of your project by clicking the pen icon to the right of the My Projects field at the top of the Dashboard. Edit your project and click the icon again to save.
- Q: What if I want to change entity type, property type, etc.?
A: Because of the effect of defaults on a project, it is not possible to change anything other than project name, interest, parties, and estimated value.
USER VALUATION SUMMARIES
- Q: What is a User Valuation Summary?
A: The User Valuation Summary is a complete record of the PVX questions, your answers, and your various inputs and the concluded discount. The Appraiser-level summary also shows the formulas, internal functions and calculations you will need for your reports.
- Q: How do I view the User Valuation Summary for my project?
A: From the View My Projects Tab select View to open the summary for your project.
- Q: Why can’t I download the User Valuation Summary?
A: If you are still in your free trial period, you will only see the Load and View buttons on the My Projects page. Once you have finished your free trial, you will see a Download button that enables you to download an rtf (Rich Text Format) version of your User Valuation Summary. It will show up in your Downloads folder as a .Zip file. You will want to expand and rename the file, which will be called “Root.”
- Q: How can I watch the tutorial again?
A: You can get to the Tutorial from the right sidebar on the home page or via the Resources page.