Business Valuation Information Request

The following is a request list for business valuation services.1)�������Five Historical Financials �I have the P&L�s the last five years, but I need their corresponding balance sheets. ��I also need the December 31st, 20xx (most recent) P&L and Balance sheet.2)������Forecast Financials � Provide us with revenue targets for the next 3-5 years.3)������Annual Owner�s Salaries for last five years.4)������Owner�s Adjustment � for the past five year period. �We need to normalize the earnings of the company for any of the following expenses:

  • a.�������Owner�s benefits � i.e. life insurance, medical, etc.
  • b.������Owner�s personal expenses that were expensed by the company (i.e. auto, travel, cell phones, insurance, education, etc.)
  • c.�������Any other expenses not directly needed to produce annual income.

5)������Onetime Expenses � any special onetime expenditures that are not reoccurring such as the purchase of new equipment, legal expense for a lawsuit, special bonuses, investment in infrastructure, etc.6)������Revenue by major customers for the past five years. Major is defined by any customer exceeding 5% of the annual revenues of the company.7)������Nature of contracts with customers, i.e. size, length, etc.� Any contracts of significant size you may win or lose in the near future?8)������Recent real estate appraisal.9)������Write up on the Company � please include thoughts on the following

  • a.�������What is unique about your company.
  • b.������What do you do for customers that is unique to you. i.e. what is your �value proposition.�
  • c.�������What do you do well (core competency)?
  • d.������What could you do better?
  • e.������What do your competitors do well or better?
  • f.��������Who are your major competitors?� How large are they?
  • g.�������When you win contract/opportunities what are the customer�s key decision criterion?
  • h.������What are the future opportunities for your company and the industry?
  • i.���������If a competitor purchased your company, what duplicate costs could he eliminated?
  • j.��������Which companies would be interested in acquiring your operation and why?
Contact us