Business Valuation Checklist

Without accurate information, a business valuation is just a guess.

To calculate a fair, defensible value for your business or business assets, your valuation consultant needs accurate, up-to-date information.


Business valuation is a complicated process that necessitates experience, but even the most skilled assessor requires precise data to arrive at a fair figure.


This checklist will tell you what you need to provide for an accurate appraisal, including:

  1. Financial statements
  2. Legal contracts and agreements
  3. Ownership information, and more


Latest insights

The 10 Steps In The Business Valuation Process
learn more
Merger And Acquisition Valuation Methods
learn more
During COVID-19: Is RPSM The Best Choice For Multinational Companies?
learn more