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What information do I need to complete a valuation report?
What information do I need to complete a valuation report?
Mekyas avatar
Written by Mekyas
Updated over a week ago

Beforehand, you’ll need to have your financial projections ready. These should include at least 3 projected years and cover at a minimum:

  • Your yearly estimated revenues

  • Cost of goods sold: the operating costs linked to the amount of products/services sold (e.g. Customer Acquisition Costs, cost for raw materials etc..).

  • Employees salaries and contractor wages, including taxes and directly linked costs.

  • Other operating expenses such as marketing, administration, utilities, software services, rental and maintenance costs.

And that’s it. The remaining information that you are going to be asked is general information about your company (in the form of a multiple choice questionnaire) for which, if you are familiar with the company, you don’t need to prepare anything.

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