Valuation Starting Point Tool

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What is the highest level of financial statements available?*

What is the basis of reporting?*

How frequently are financial statements prepared?*

Which financial statements are included?*

Do the statements appear reasonable? (Check all that apply)*

Books balance

Retained earnings roll forward correctly

No unusual deficit balances

Ratios align with industry

Payroll appears reasonable based on business size & industry

Fixed assets appear reasonable based on business size & industry

Do tax returns reconcile to financial statements?*

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TOTAL SCORE

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SCORE AS % OF MAXIMUM

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QUALITY TIER

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