Certified Business Valuation Summary Report

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.