{"id":2271,"date":"2018-08-28T13:35:52","date_gmt":"2018-08-28T18:35:52","guid":{"rendered":"https:\/\/hornvaluation.com\/?page_id=2271"},"modified":"2020-08-17T17:10:33","modified_gmt":"2020-08-17T22:10:33","slug":"docs","status":"publish","type":"page","link":"https:\/\/hornvaluation.com\/docs\/","title":{"rendered":"Fast Track &#8211; Valuation Documents You Need"},"content":{"rendered":"<p>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&#8217;s OK. Contact me right away if you have questions.<\/p>\n<p>Thank you,<br \/>\nJoshua L. Horn, CPA, CVA<br \/>\nHorn Valuation<br \/>\n217-649-8794<br \/>\n<a href=\"mailto:josh@jhorncpa.com\">josh@jhorncpa.com<\/a><br \/>\n<a href=\"https:\/\/hornvaluation.com\/\">https:\/\/hornvaluation.com<\/a><br \/>\nCurriculum Vitae: <a href=\"https:\/\/bit.ly\/2ueQoq6\">https:\/\/bit.ly\/2ueQoq6<\/a><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2276 size-thumbnail\" src=\"https:\/\/hornvaluation.com\/wp-content\/uploads\/2018\/08\/20170203-Rogards840and840-150x150.jpg\" alt=\"\" width=\"150\" height=\"150\" srcset=\"https:\/\/hornvaluation.com\/wp-content\/uploads\/2018\/08\/20170203-Rogards840and840-150x150.jpg 150w, https:\/\/hornvaluation.com\/wp-content\/uploads\/2018\/08\/20170203-Rogards840and840-300x300.jpg 300w, https:\/\/hornvaluation.com\/wp-content\/uploads\/2018\/08\/20170203-Rogards840and840-768x768.jpg 768w, https:\/\/hornvaluation.com\/wp-content\/uploads\/2018\/08\/20170203-Rogards840and840.jpg 840w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><\/p>\n<p><strong>Business Valuation Request List<\/strong><\/p>\n<ul>\n<li>Person and Company requesting report<\/li>\n<li>Contact information for person requesting report<\/li>\n<li>Report deadline<\/li>\n<li>Report purpose \u2013 settlement, trial, or sale<\/li>\n<li>Business\u2019 industry, products, and services<\/li>\n<li>Business name<\/li>\n<li>Owner name(s)<\/li>\n<li>Percentage breakdown of ownership by owner<\/li>\n<li>Physical address(es) of business<\/li>\n<li>Valuation date<\/li>\n<li>Standard of value, if determined by law or case<\/li>\n<li>Premise of value, if determined by law or case<\/li>\n<li>Number of shares to be valued<\/li>\n<li>Total number of shares outstanding<\/li>\n<li>Whether the interest has control over the business<\/li>\n<li>Whether the interest is marketable<\/li>\n<li>Type(s) of shares issued (common, preferred, etc.) and the rights associated with each share class<\/li>\n<li>All documents affecting the ownership interest. (Shareholder agreements, operating agreements, buy-sell agreements, etc.)<\/li>\n<li>Most recent six years of financial statements &#8211; Balance Sheet and Income Statement<\/li>\n<li>Most recent six years of tax returns<\/li>\n<li>Interim financial statements through the valuation date &#8211; Balance Sheet and Income Statement<\/li>\n<li>Detailed depreciation schedule for the most recent full year<\/li>\n<li>Owner W-2s for the most recent six calendar years<\/li>\n<li>All prior business valuations and appraisals<\/li>\n<li>All prior sales of interests<\/li>\n<li>Contact information for Owners, unless case to be directed by Attorney<\/li>\n<li>Phone numbers, email addresses, and mailing addresses of Attorneys<\/li>\n<li>Phone numbers, email addresses, and mailing addresses of Accountants<\/li>\n<li>Estimated business site visit date<\/li>\n<li>Estimated owner and management interview date<\/li>\n<li>Party responsible for report fee and their name, address, and email<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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&#8217;s OK. Contact me right away if you have questions. Thank you, Joshua L. Horn, CPA, CVA Horn Valuation 217-649-8794 josh@jhorncpa.com https:\/\/hornvaluation.com Curriculum Vitae: https:\/\/bit.ly\/2ueQoq6 Business Valuation Request List Person and &#8230; <a title=\"Fast Track &#8211; Valuation Documents You Need\" class=\"read-more\" href=\"https:\/\/hornvaluation.com\/docs\/\" aria-label=\"Read more about Fast Track &#8211; Valuation Documents You Need\">Read more<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"generate_page_header":"","footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Fast Track - Valuation Documents You Need - Horn Valuation<\/title>\n<meta name=\"description\" content=\"Hello attorney or business owner! 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