Document Request

In order to determine the value of 100% of a business or a particular equity interest in a business we need to consider both the quantitative and qualitative factors. This means we need to look at financial information as well as information about the company’s history, its customers, vendors, employees, competition, reputation and other factors that impact value. The following documents and other information are requested each time we prepare a business valuation.  If requested documents or information do not exist we ask that be noted, as it is not our intent that you would have to create any documents that do not already exist. Document Request PDF