What information is required to perform a business appraisal?
A Specific information varies with the nature of the business and the purpose of our work. We usually request the following: • Historical financial statements and/or tax returns (usually 5 years), fixed asset depreciation schedules. • Organization chart, list of officers, list of shareholders. • Bylaws, Articles of Incorporation, important contracts. • Marketing/promotional materials. • Business plan, forecast of sales and earnings (if available). • Interviews with management in which we gather information on competition, industry trends, the history of the business, its current operations, and plans for the future.
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