CVGValuation 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