What Are Some Elements of a Well-Written Valuation Analysis?

When complete reports are essential, you need a Certified Valuation Analyst. Listed below, are elements of a well-written valuation analysis:

  1. Limiting conditions
  2. Purpose of valuation
  3. Summary of findings of value
  4. Review of key valuation issues
  5. Qualifications and experience of the valuator
  6. Background and history of the company
  7. Management of the company
  8. Ownership of the company
  9. Economic and industrial outlook, competitive environment
  10. Financial condition of the company
  11. Overview of valuation methods considered
  12. Development of cap and discounts rates
  13. Control vs. minority issues
  14. Reconciliation of findings
  15. Adjustments to values
  16. Signed transmittal letter assuring independence

Should you need business valuation assistance or have questions, please call one of our credentialed professionals at (615) 822-8342 or contact us via email.