Information Required for a Business Valuation

1. Financial statements for the past five years
2. Management accounts to current (BS & IS)
3. Last months trial balance
4. Sales Projections & budgets
5. Financial projections & budgets
6. Copy of last income tax assessment
7. Share register (Owners list)
8. Fixed asset register
9. Assets excluded from valuation
10. Wear & tear schedule
11. PPE fair valuation
12. Last creditors aged analysis
13. Last debtors aged analysis
14. Schedule of provisions
15. Last inventory list with aging
16. Copy of premises lease agreement
17. Insurance policies schedules
18. Shareholder agreements (Owners limitations)
19. Marketing literature
20. List of long term liabilities including terms & balances
21. Schedule of owners benefits
22. Schedule of non operating expenses
23. Schedule of non recurring income & expenses
24. Management organogram
25. Capital expenditure commitment requirements
26. Working capital requirements
27. List of personal securities offered
28. Corporate Governance policies
29. List of current litigation & disputes
30. Owners declaration
31. Current legal contracts
32. Bank statement debit orders schedule