The following documents are typically used to prepare a business valuation:
- Court Orders in relation to the provision of a business valuation, if applicable.
- Letter of instruction.
- Background to the business.
- Details of any impending changes to the strategy, operations or other changes to the business in the foreseeable future.
- Details of major goods and/or services provided.
- Details of any related party loans or other related party transactions.
- Financial statements of the relevant entity (or entities) – previous 3 years.
- Income tax returns of the relevant entity (or entities) – previous 3 years.
- Management accounts (Profit and Loss Statement and Balance Sheet) for the relevant entity (or entities) for the most recent partial financial year; and
- Budgets or forecasting information for future financial years, if available.
If you have any queries in relation to the information needed to conduct a business valuation, then please contact us on 1800 454 622.