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Use this list!- Obtain Financial Information
- Last 3 years profit and loss statements and balance sheets.
- Last 3 years cash flow.
- Details of all major assets.
- Details of all major liabilities, borrowings, creditors, tax, leases, superannuation and other employee entitlements.
- Management accounts if any.
- Budgets and performance to past budgets.
- Any profit/cash flow projections.
- Details of any contingent liabilities.
- Obtain Market Information
- Market this business is in.
- Competitors - check who they are and how many.
- Check any barriers to entry.
- Spread of customers.
- Spread of suppliers.
- Market share the business has.
- Information Analysis
- Type of income.
- Profit margins.
- Business stability.
- Other Factors Affecting Value
- Skills required of management and staff.
- Quality of management.
- Industry lifecycle.
- Reliance on owner operator.
- Selecting a Valuation Method
- Capitalisation of earnings.
- Estimating future cash flows and applying a discount for the time value of money and degree of risk.
- A notional realisation of the assets of the business less the liabilities associated with them.
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