Information Needed For

A Business Valuation 

​A business valuation provides the business owner with multiple facts and figures regarding the actual worth or value of the company in terms of market competition, asset values, and income values.

  • A detailed description of what is for sale. 

  • Details about what is not for sale. 

  • A history of the company.

  • balance sheet for each quarter for the past 3 - 5 years. 

  • Income statements - financial statements for each quarter for the past 3-5 years.

  • Company financial forecasts (balance sheets and income statements) for 5 years.

  • Details on the industry and the company's market share in that industry.

  • Detailed demographic information of the company's market.

  • A detailed competitive analysis, including top competitors and their products/services.

  • Legal type and ownership structure, including owners and percentages of ownership.

  • Tax returns for the past 3 - 5 years. 

  • Discussion of any audits.

  • Any liens against the business by contractors or suppliers. 

  • All potential and current litigation issues identified.

  • Resumes of all company owners and top management executives.

  • Current monthly payroll data - number of employees and their functions.

  • A current organization chart.

  • A summary of product inventory amounts for each product (from physical inventory).

  • A listing of all current suppliers.

  • Information on current customers & competitors - if possible.

  • Payment history of customers, including accounts receivable aging report, for 3 - 5 years.

  • Information on employee benefit plans and costs.

  • Information on contracts with top executives and managers.

  • Information on obligations for retirement plans, profit sharing, stock options, and bonuses.

  • Intellectual property - patents, copyrights, trademarks/service marks, licenses.

  • A listing of all business advisers - attorney, CPA, consultants and any contracts or retainers.

C Lanclos 
Owner-Broker
 
Lanclos Business Brokers, LLC
703 East 16th Avenue
Covington, LA  70433
 
+1-985-869-6050
CL@LanclosBusinessBrokers.com
 
Licensed in Louisiana
-Appointment Only-

All information herein while not guaranteed, is believed to be accurate and reliable, is not warranted and no liability of errors or omissions is assumed by either the owner(s) and/or Lanclos Business Brokers, LLC and/or its employees. Furthermore, NO LEGAL, FINANCIAL, INSPECTION, INVESTMENT, PERMITTING or ZONING advice is offered under any circumstances. Prices, terms and conditions as stated herein and availability is subject to change and/or sale or lease without prior notice and all sizes and dimensions are subject to correction.