Document Checklist
Every valuation engagement is different, and the documents required depend on why you’re getting a valuation and the effective date of that valuation. Select your purpose and valuation date below, and we’ll generate a tailored list of exactly what to gather before we begin — so you can come into your engagement fully prepared and avoid back-and-forth delays.
1. Purpose of valuation
2. Valuation date
The effective date as of which your business is being valued (often a fiscal year-end, transaction date, or date of death/gift).
Documents needed
This checklist is a general guide. The exact document list is confirmed in your engagement letter.