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- Cover sheet with company name, address and date prepared.
- Opening letter to clients and other readers explaining what the report contains.
- Analyst’s qualifications
- Company Data (including but not limited to the following)
- Business description
- Ownership and history
- Location
- Competition
- Marketing
- Facilities and equipment
- Sales Data
- Gross Sales and sellers discretionary cash (SDC)
- Selling price and terms of the deal
- Assets included in the sale
- Tax effects of the transaction
- Method #1 – stated transaction
- Method #2 – proposed transaction
- Method #3 – stock sale
- Method #4 – best scenario or special recommendation
- Statement of limiting conditions
- Summary
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