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