Valuation review request - Worth.Business

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Valuation review requestWorth .Business2023-10-30T16:39:01+02:00

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Business valuation review request

Please complete the fields below. This will help us to estimate the cost of the valuation review with a higher degree of accuracy and also streamline the quotation process.

Contact details

Name *

Company name being valued *

Email *

Phone *

Billing details

Please provide the billing details for the letter of engagement. This company will only be invoiced if this letter of engagement is accepted.

Billing contact person *

Billing company *

Billing email *

VAT number *

Billing address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Valuation information

What type of products or services does the business supply? *

Is this a single company or a group? *

Single company
Group

Please upload the group structure (showing entity shareholding in each company) *

Click or drag a file to this area to upload.

Are there any specialised assets that must be valued separately? *

Yes
No

Please describe the specialised assets *

Since when has the business been trading? *

What is the reason for this valuation? *

Valuation date *

Who are the shareholders and what % do they own? *

Is the valuation date the same as the last year-end date? *

Yes
No

Please upload the management accounts *

Click or drag a file to this area to upload.

If the vauation date is not the financial year end, please also submit management accounts for the financial year to the valuation date.

Do you have the last set of pro-forma annual financial statements or management accounts for the full financial year? *

Yes
No

Please upload the last set of of pro-forma annual financial statements or management accounts *

Click or drag a file to this area to upload.

Do you have a budget for the next financial year? *

Yes
No

Please upload the budget *

Click or drag a file to this area to upload.

If you have multiple files, please zip them together into 1 file.

Do you have a forecast for the next 3-5 years? *

Yes
No

Please upload the forecast *

Click or drag a file to this area to upload.

If you have multiple files, please zip them together into 1 file and upload it.

Please indicate your revenue growth (%) expectation for 4 years.

Forecast year 1 *

Revenue growth %

Forecast year 2 *

Revenue growth %

Forecast year 3 *

Revenue growth %

Forecast year 4 *

Revenue growth %

How many years of historical financial statements do you have available? *

1
2
3
4
5

Please upload all these historical financial statements *

Click or drag files to this area to upload. You can upload up to 5 files.

Please upload last 5 years of financial statements (less years if the company has been trading for less than 5 years)

Please upload your valuation summary or report. *

Click or drag files to this area to upload. You can upload up to 2 files.

Please note:

The information provided above will be used to assess if we can assist you and if so, provide the necessary background for a follow-up discussion.

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Email *

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