Back to Business Valuations
Business Valuation Checklist
Complete checklist of documents and information needed for an accurate business valuation. Gather these materials before your valuation consultation to ensure a thorough and efficient process.
Valuation Preparation Guide
This comprehensive checklist will help you prepare for your business valuation. Having these documents ready will streamline the process and ensure we can provide the most accurate valuation possible.
Note: Not all items may apply to your business. Focus on gathering what's relevant to your industry and business type. If you're unsure about any item, contact us for guidance.
1
Financial Documents- 3-5 years of financial statements (Profit & Loss, Balance Sheets)
- 3-5 years of business tax returns (federal and state)
- Current year financial statements (monthly or quarterly)
- Accounts receivable aging report
- Accounts payable aging report
- Cash flow statements
- Bank statements (6-12 months)
- Financial projections or budgets (if available)
2
Operational Information- Business operations manual or SOPs
- Customer list and sales history
- Vendor and supplier agreements
- Inventory list with current values
- Equipment list with purchase dates and values
- Lease agreements (real estate, equipment)
- Employee handbook and organizational chart
- Key employee information and compensation
3
Legal Documents- Articles of Incorporation or Organization
- Operating agreements or bylaws
- Business licenses and permits
- Insurance policies (general liability, property, etc.)
- Contracts and agreements (customer, vendor, partnership)
- Intellectual property documentation (trademarks, patents)
- Litigation history (if any)
- Environmental reports or assessments (if applicable)
4
Marketing & Sales Information- Marketing materials and advertising history
- Website analytics and traffic data
- Social media presence and engagement metrics
- Customer database and CRM information
- Sales process documentation
- Market research or competitive analysis
- Brand assets and marketing collateral
5
Additional Information- Business valuation purpose (sale, estate planning, etc.)
- Desired timeline for valuation completion
- Key value drivers and competitive advantages
- Growth opportunities and expansion plans
- Industry-specific documentation
- Any recent appraisals or valuations
- Exit strategy or transition plans
Preparation Tips
- Start Early: Begin gathering documents 2-3 weeks before your scheduled valuation to ensure nothing is missed.
- Organize Digitally: Scan and organize documents in clearly labeled folders for easy sharing.
- Be Honest: Provide complete and accurate information. Transparency ensures the most accurate valuation.
- Ask Questions: If you're unsure about any document or need clarification, don't hesitate to contact us.
Ready to Get Started?
Once you've gathered the necessary documents, schedule your free consultation to begin the valuation process.