Valuation Information Requirements

To thoroughly complete a business valuation, we analyze financial, legal and organizational data, which includes the following information:

Financial

• Historical financial statement dating back three to five years, including details about nonrecurring items
• Financial forecasts

Legal

• Descriptions of a company's securities
• Buy-sell agreements
• Stock option plans

Organizational

• Organizational charts
• Backgrounders of senior management
• Recent appraisal reports
• List of the following:
  • Largest suppliers and customers
  • Major competitors
• Recent changes