Business Valuation Checklist
Table of Contents
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.
Download or Print this Business Valuation Checklist
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Presented by:
Jake R Brady
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Introduction
Who it's for
This Business Valuation Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Business Valuation steps every time, regardless of who executes
- Save time - reuse a proven Business Valuation workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Business Valuation checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Business Valuation Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Business Valuation comes up again, start from your saved version and run it with clear ownership.