Business Valuation Services

How to Prepare for a Business Valuation

• Cash flow statements, list of debts, annual turnover, and profit and loss statements.
• Details of physical assets such as machinery, buildings, equipment and stock.
• Other assets such as goodwill toward the business and intellectual property (any designs or ideas that you have protected through copyright).
• Legal documents such as leases and insurance policies.
• Registration papers such as business name certificates, licenses, permits and any other papers that demonstrate you comply with government requirements.
• Details regarding competitors, and how your business compares to them.
• Sales reports and forecasts.
• Your business history, including its start date and any ownership and location changes.
• Business documentation such as marketing and customer service procedures, and a staff roster.
• Business plans, including marketing, emergency management and growth forecasts.
• Other details such as business hours and whether the business premises are owned or leased.
• Employees’ job descriptions, skills and experience details, work history, performance reviews and pay rates.
• Supplier agreements and supply prices.
• Customer profiles and direct marketing activities.