Davis/Chambers Business Appraisal and Valuation

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Information RequiredValuation of a Going Concern

  • A history of the Company – When founded? By whom? General description of growth (non-financial), etc.
  • Five years financial statements.
  • Five years income tax returns.
  • Interim financial statements for the period ending on the date closest to the date of value, for both the current year and the prior year.
  • Financial projections for current or future years.
  • Current shareholder list including classes of stock, the amount authorized, issued and outstanding, along with their par values.
  • List of largest customers and sales volumes.
  • List of largest suppliers and volumes.
  • List of largest competitors and estimated revenues.
  • If information not available on the Company’s web site send copies of catalogs, product literature, etc.
  • Recent appraisals of the Company, major fixed assets or real estate holdings if available.
  • Trade association reports on relevant industry data.
  • Current order backlog if available.
  • Organizational chart and key-employee resumes.
  • Corporate officers’ salaries and bonuses for the past five years.
  • Description of unusual perquisites.
  • Description of actual or pending litigation.
  • Recent transaction history for the Company’s equity shares.
  • Geographic location of assets.
  • List of any marketable securities held.
  • Description of any equity investments in other companies or joint ventures.
  • Effective date of evaluation.
  • Copy of Articles of Incorporation or Partnership Agreement.
  • Copy of Buy / Sell Agreements.
  • Copy of the ESOP Plan Documents.
  • Copy of the most recent ESOP census data.
  • Information on patents and copyrights – what products, expiration dates, etc.
Back to Services
/Information Required
  • Valuation of a Going Concern
  • Valuation of a Family Limited Partnership
  • Business Combination Valuations, Compliance with FASB – ASC 805
  • Impairment Testing of Intangibles and Goodwill for Compliance with FASB – ASC 350
  • Impairment Testing of Long-Lived Assets for Compliance with FASB – ASC 360
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Requested Valuation Info

Davis/Chambers & Co., LLC.
All rights reserved 2015

Call: (713) 552-1333
Fax: (713) 960-8649
Email: thad@davischambers.com
5701 Woodway,
Suite 200
Houston, Texas 77057
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