Here is a Valuation Checklist of the information that we need to get started on the Business Appraisal or Business Valuation of your Florida company. This list is inclusive and all information here may not be applicable to your unique situation. It is also downloadable in pdf form: Business Appraisal Checklist.
What is the intended use of this Business Appraisal or Business Valuation?
- Brief company description
- Revenue and earnings (3 years if possible)
- Are company revenue and earnings stable or growing?
- What are the customer concentrations?
- What is the current ownership structure?
- What are the Exiting Party or Client goals?
- What deal structure is Exiting Party or Client open too (if applicable)?
- Will there be sufficient management continuity?
- Current capital structure
- Financial Statements
- 3-years historical financial statements (Better if a review from your CPA, but a compilation beats no financials from a CPA)
- 3-years historical tax returns
- Current YTD interim financial statements with comparative prior year interim period
- Quarterly summary P&L (past 3 years)
- Detailed calculation of EBITDA
- Description of major product categories
- Revenue by period by major product category
- Description of sales process and customer profile
- Market size; share analysis; opportunities and threats to market share
- Key competitors
- Dashboard metrics currently used to evaluate sales performance
Customer concentrations – List the 5 largest customers revenue amounts for the past 3 years and total of all other customers.
Vendor concentrations – List the 5 largest vendors with amounts for the past 3 years and total of all other vendors. Amy contracts or licensing agreements in place?
- Headcount by function
- Brief biography on key employees
- Any deferred compensation or perks?
Facilities – ownership or lease terms for all buildings, land and equipment
Description of any pending litigation
Site visit or pictures