Documents Needed to Value a Business

Documents needed to value a business include the last five years of tax returns, financial statements, depreciation schedules, accounts receivable aging listing, accounts payable aging listing and a listing of management’s compensation for the last five years.  Also needed are entity legal formation documents and documents affecting the ownership rights of the business’s owners.  After receiving this information we schedule a meeting with the owners to discuss this information and tour their business location.  Please see our May 2016 newsletter on documents need to value a business for more information.

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