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

Download PDF

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.

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)

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

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)

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

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.

Schedule Free Consultation Learn More About Valuations