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:
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