To assist our team in efficiently preparing your business valuation, business details will need to be provided. Upon receiving instructions to initiate a valuation, we promptly provide clients with the appropriate checklist of required information. Commonly requested information includes;
- 3 years of Financial Statements (Profit and Loss Statements, Balance Sheets, and Depreciation Schedules).
- Managerial Year to Date Profit and Loss Statements.
- Staffing Details.
- Lease copy and Recent Rent Invoice.
- Monthly Income data (24 months for general businesses, 12 months for Rent Roll Valuations).
- Details of physical assets (Buildings, Stock, Equipment)
- Legal Documents (licence, registration other details for compliance purposes)
For Rent Roll Valuations, additional details are required, including a copy of the Current Property Detail Report, Current Arrears and Vacancy Reports, Copies of Licences, Audit Report of the Trust Account, and a Copy of the Certificate of Professional Indemnity Insurance.
Specific industry/business information may also be requested based on the business type being valued.