This business valuation checklist provides a structured way to gather the information, documents, and operational details needed to prepare a complete business valuation file.
Instead of collecting data across emails, scattered documents, or inconsistent internal notes, the template centralizes every element required by a business appraiser.
Once added to Clustdoc, it becomes a repeatable workflow that helps teams organize company information, assets, liabilities, contracts, financial records, and supporting details in a clear, auditable manner, making the valuation process more reliable and significantly easier to manage.
A business valuation requires a wide range of company information and supporting evidence.
This template helps you prepare a complete valuation package by organizing key components such as ownership information, employment contracts, real estate owned, accounts receivable, inventory, and contingent liabilities.
It guides your team through the valuation process by structuring each category of information the business appraiser will need.
Whether the business is being valued for a sale, financing, restructuring, or internal planning, the workflow ensures that every required piece of information is gathered efficiently and without guesswork.
The template includes a dedicated section for tangible and intangible assets, allowing you to capture the details that define both the physical and non-physical value of the company.
Tangible assets, such as equipment owned, inventory, property, and other real estate owned, are documented in a structured format that supports consistency and clarity.
For intangible assets, the workflow captures information related to licensing agreements, patents, goodwill, legal rights, and other elements that influence fair market value.
This organized approach ensures that appraisers receive asset information in a format that is complete, transparent, and easy to review.
Our template also helps you gather company structure information, historical context, roles and compensation details for employees, contracts, industry information, and any relevant past transaction data.
It centralizes ownership information, including shares owned, entity type, and any associated agreements, while also capturing liabilities, creditor information, and payoff information.
With all supporting documents collected in one workflow, the valuation effort becomes smoother and far more consistent across different cases.
Strong valuation work begins with clear company information, and this template provides a single place to capture it.
Teams can gather foundational details such as company history, ownership structure, important dates, contracts, property details, and any information relevant to the business’s operations.
The workflow ensures that supporting data, whether related to employees, agreements, taxes, or past changes to the organization, is documented and accessible.
This comprehensive overview allows the business appraiser to reference everything needed for the business valuation report without searching across disconnected documents.
Import this template into Clustdoc to prepare complete valuation files with clarity and consistency. It helps teams gather all necessary documentation, maintain a professional workflow, and support a smoother valuation process from start to finish.
The template structures all the key components that must be collected before a valuation can be performed, including company information, financial information, assets, liabilities, contracts, and ownership details.
By capturing these elements in an organized workflow, the valuation process becomes smoother and less prone to missing information or delays.
Yes.
Since business valuation varies depending on industry, size, and circumstances, the workflow can be adapted to reflect the specific characteristics of the company being valued.
Teams can add, remove, or modify sections to align the checklist with industry-specific requirements or unique operational details.
The workflow records every upload, modification, and update, allowing teams to track adjustments made during the valuation preparation.
This transparency helps ensure that changes (whether financial, operational, or contractual) are documented correctly and reflected in the final valuation file.
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