Valuation Readiness Checklist
The complete 40-point checklist we use to help clients prepare for a smooth, efficient valuation engagement. Get organized before your first call.
PDF format • No email required • Print-friendly
Your Progress
40
Checklist Items
5
Categories
1-2
Weeks to Gather
50%
Faster Turnaround
Track your progress online
Check off items as you gather them. Your progress is saved automatically in your browser.
Financial Statements
0 of 8 complete
Projections & Forecasts
0 of 8 complete
Corporate Documents
0 of 8 complete
Business Information
0 of 8 complete
Market & Industry
0 of 8 complete
Prepared clients get better outcomes
Faster Turnaround
Well-prepared clients save 2-3 days on back-and-forth, getting their reports faster.
More Accurate Results
Complete data means better analysis. Gaps lead to assumptions that may not reflect reality.
Smoother Due Diligence
Investors and auditors appreciate organized founders. Your materials set the tone.
Lower Costs
Less time spent chasing information means more efficient engagements and better value.
Ready to start your valuation?
Once you've gathered your documents, book a discovery call and we'll take it from there.