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


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