Sample Valuation Report
Example of our comprehensive business valuation report format and content. See what to expect from a professional business valuation.
Our business valuation reports are comprehensive documents that provide detailed analysis and justification for the determined business value. Reports typically range from 30-50 pages depending on business complexity.
Each report is customized to your specific business and valuation needs, but follows a standard professional structure to ensure completeness and reliability.
Report Structure
Overview of the business, valuation purpose, and key findings including the value range and primary methodology.
The executive summary provides a high-level overview of the valuation, including the determined value range, primary valuation methods used, and key assumptions. This section is typically 1-2 pages and gives readers a quick understanding of the valuation results.
Detailed description of the business operations, history, products/services, market position, and management team.
This section covers the business's history, operations, products or services offered, target market, competitive position, and key personnel. It provides context for understanding the business and its value drivers.
Comprehensive analysis of historical financial performance, trends, and projections including revenue, expenses, and profitability.
Includes detailed analysis of 3-5 years of financial statements, identification of trends, normalization adjustments, and analysis of key financial metrics. This section provides the foundation for income-based valuation methods.
Industry overview, competitive landscape, market trends, and comparable company analysis.
Examines the industry in which the business operates, market size and trends, competitive landscape, regulatory environment, and comparable businesses. Supports market-based valuation approaches.
Detailed explanation of valuation methods used, including asset-based, income-based, and market-based approaches.
Explains each valuation method applied, including the rationale for method selection, calculations, key assumptions, and adjustments. Typically includes multiple methods that are reconciled to determine final value.
Final value determination with supporting analysis, value range, and reconciliation of different methods.
Presents the final value conclusion, typically as a range, with explanation of how different methods were weighted and reconciled. Includes discussion of key value drivers and factors affecting the conclusion.
Key assumptions underlying the valuation and limitations of the analysis.
Clearly states all significant assumptions made in the valuation and acknowledges limitations. This is important for understanding the context and reliability of the valuation.
Supporting documents, financial statements, market data, and other relevant information.
Contains supporting documentation such as financial statements, market data, industry reports, and other materials referenced in the valuation report.
Comprehensive Analysis
In-depth examination of all value factors
Multiple Valuation Methods
Asset, income, and market approaches
Financial Analysis
3-5 years of historical performance
Market Comparison
Industry benchmarks and comparables
Value Enhancement
Recommendations to increase value
Professional Format
Suitable for banks, buyers, legal purposes
Business Sales
Provides justification for asking price and supports negotiations with buyers.
Financing Applications
Banks and lenders often require professional valuations for loan applications.
Estate Planning
Required for tax purposes and proper estate planning documentation.
Legal Disputes
Court-admissible documentation for divorce, partnership disputes, or litigation.
M&A Transactions
Supports merger and acquisition negotiations and due diligence processes.
Partnership Buyouts
Determines fair value for buyout agreements and partnership restructuring.
Initial Consultation (Week 1)
We discuss your needs and gather preliminary information.
Data Collection (Weeks 1-2)
Comprehensive gathering of financial and operational documents.
Analysis & Valuation (Weeks 2-3)
Detailed analysis and application of valuation methods.
Report Preparation (Week 3)
Comprehensive report writing and documentation.
Review & Delivery (Week 4)
Final review and delivery of completed valuation report.
Typical Timeline: 2-4 weeks from initial consultation to final report delivery, depending on business complexity and document availability.
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