Business Valuation Preparation

This module describes what we’ll need to do a valuation and also provides a preview of the modeling software that may be used for a valuation.

Here is what is needed for a valuation:

1. Profit and Loss (Income Statements)
   • Raw and adjusted EBITDA
   • Prior 3 years plus year-to-date
   • TTM if high growth – not required
2. Balance Sheets
   1. Year-end prior 3 years
   2. Latest balance sheet
3. Previous 5 years of revenue
4. Risk assessment and guess at EBITDA multiple
   .pplemental Materials