Required Information To Conduct a Business Valuation           

The more detailed information we receive will result in a more accurate estimate of value and assists in creating a better advertising/buyer package to sell the subject business faster.  Better information mitigates negative surprises from Buyer Due Diligence and more detailed add-back information means higher selling prices.

In order to prepare a business for sale and provide buyers with critical information to help their buying decisions, we will need:

5 years of Financial Statements (Balance Sheet & Income Statement) if available.  (or tax returns if financial statements are not prepared).

Year to date Income Statement to the most recent complete month end with comparative balances for the same period, prior year.

Value of significant equipment at current market value.  (What you could sell it for today)

List of the leased equipment (if applicable) and copies of the related leases.

Copy of any Rental or Lease agreements for premises and/or Property assessments

Value of inventory at cost (not retail)

A list of Owners & Family members involved in the business, the work they do, the wages (T4) paid each year and market rate for the work performed by each person

o   A list of any Unnecessary, One-Time, Non-recurring Revenues or Expenses included in your financial statements each year, such as: 

One-time consulting expenses

One-time gain/loss on the sale of an old piece of equipment,

Vehicle expenses when a vehicle is nice but not necessary to the business (if you wouldn’t provide a vehicle to an employee doing the same job 

Any other applicable items.