Hello attorney or business owner! If you want me to value a business for you, I need these items. Some may not apply and that’s OK. Contact me right away if you have questions.
Thank you,
Joshua L. Horn, CPA, CVA
Horn Valuation
217-649-8794
[email protected]
https://hornvaluation.com
Curriculum Vitae: https://bit.ly/2ueQoq6
Business Valuation Request List
- Person and Company requesting report
- Contact information for person requesting report
- Report deadline
- Report purpose – settlement, trial, or sale
- Business’ industry, products, and services
- Business name
- Owner name(s)
- Percentage breakdown of ownership by owner
- Physical address(es) of business
- Valuation date
- Standard of value, if determined by law or case
- Premise of value, if determined by law or case
- Number of shares to be valued
- Total number of shares outstanding
- Whether the interest has control over the business
- Whether the interest is marketable
- Type(s) of shares issued (common, preferred, etc.) and the rights associated with each share class
- All documents affecting the ownership interest. (Shareholder agreements, operating agreements, buy-sell agreements, etc.)
- Most recent six years of financial statements – Balance Sheet and Income Statement
- Most recent six years of tax returns
- Interim financial statements through the valuation date – Balance Sheet and Income Statement
- Detailed depreciation schedule for the most recent full year
- Owner W-2s for the most recent six calendar years
- All prior business valuations and appraisals
- All prior sales of interests
- Contact information for Owners, unless case to be directed by Attorney
- Phone numbers, email addresses, and mailing addresses of Attorneys
- Phone numbers, email addresses, and mailing addresses of Accountants
- Estimated business site visit date
- Estimated owner and management interview date
- Party responsible for report fee and their name, address, and email