3. Check List for Business Valuation
Analysis of the Subject Interest
Nature of the subject interest
Scope of the valuation engagement
Valuation date
Intended use of the valuation
Assumptions and limiting conditions
Nonfinancial information
Nature, background, and history
Facilities
Organizational structure
Management team (which may include officers, directors, and key employees)
Industry markets
Key customers and suppliers
Competition
Business risks
Strategy and future plans
Governmental or regulatory environment
4. Check List for Business Valuation
Ownership Information
The type of ownership interest being valued and ascertain whether that interest
exhibits control characteristics
The classes of equity ownership interests and rights attached thereto
The rights included in, or excluded from, each intangible asset
Financial Information
Historical financial information (including annual and interim financial
statements and key financial statement ratios and statistics) for 5 years.
Prospective financial information (for example, budgets, forecasts, and
projections)
Income tax returns for 3 years
Information on compensation for owners including benefits and personal expenses
Advantageous or disadvantageous contracts
Contingent or off-balance-sheet assets or liabilities
6. About Sumedha
Listed Investment Banking company
Incorporated in the year 1989
Journey has been extremely focused and demanding.
Wide bouquet of services ranging from Corporate Finance, Issue Management,
Restructuring, Corporate Advisory and Portfolio Management.
Pan India presence across six locations.
Client centric business approach
Focus on creating long term business relationships with clients
Carving a niche in the financial services sector
www.sumedhafiscal.com