Expertise in the following areas Business Succession Business Valuation Mergers & Acquisitions Retirement & Estate Planning Strategic Planning Tax Aspects Income Tax Preparation Budgeting & Cash Flow Accounting Services Speaking Services Workbooks & DVDs Associations Search our site Services > Business Valuation Outline Of The Valuation Report Appraisers Qualifications: Appraiser’s name Address Taxpayer ID# Qualifications of the Appraiser Purpose: Overview Description of the Property Nature and Purpose of the Appraisal Date of the Valuation Ownership and Control of the Company Principal Sources of Information Used Principal References Company Data: Organization of the Company Overview and History of the Company Products, Customer Base, and Services Key Competitors Personnel Economic Conditions: Overview of the National Economy Overview of the Economy Where the Company is Located Overview of the Industry General Outlook for the Company Concluding Remarks Assumptions: - Listing of key assumptions Valuation Methodologies Earnings Capitalization Method Add-backs to the Income Statement for 3 years Weighted Average Earnings Calculated Methods of Earnings Valuation Single-Period Capitalization of Earnings Model Value of the company under this method Discounted Future Earnings Model Value of the company under this method Summary of the Two Methods Underlying Asset Method Net equity is beginning point Add-backs to the Balance Sheet Calculate whether profits were made as a result of goodwill If results in a positive number then goodwill is calculated Add the goodwill to the total of the Underlying Asset Method Cash Flow/Leveraged Debt Method Add-backs to the Cash Flow Statement for 3 years Weighted Average Cash Flow from operations calculated Methods of Cash Flow Valuation Single-Period Capitalization of Cash Flows Model Value of the company under this method Discounted Future Cash Flows Model Value of the company under this method Summary of the Two Methods Comparables Method Publicly held companies’ price/earnings ratios. Average the price earnings ratios Value of the company under this method Transactional Data of Merged or Acquired Companies The average of the revenue ratios for recently sold privately-held companies Value of the company under this method Summary of the Two Methods Weighting of Methods Listing each method and the weights applied Total value of the company Value Per Share Statement of Limiting Conditions Summary Statement by the Appraiser Valuation Results Signatures and Date Appendix Financial Statements Tax Returns Pictures Product Line Card See the following for more information on Valuation Reports: The Valuation Report Items Needed to Begin a Valuation Is There “Value” in a “Valuation”? Part 1 of 2 Is There “Value” in a “Valuation”? Part 2 of 2 Should I Consider Getting My Business Valuated?
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