What information do I need for a business valuation?

You will need to complete our Valuation Order Form, with as much detail as you possibly can, and provide a set of financial documents including:

  • Profit and Loss Statements for the past 3 years
  • Balance Sheets for the past 3 years
  • Interim Profit and Loss Statement and Balance Sheet for the current year (if available)
  • Budget forecasts for future years (if available)
  • Most recent business Tax Return (if available)
  • Stock Listing (if relevant)
  • Depreciation Schedule (if the business has substantial plant and equipment) or listing of Plant and Equipment
  • Any other documents you feel may be relevant

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