Checklists
Business Valuation Checklist
These points help clarify context, data basis, and objective at an early stage.
Checklists
- Valuation context and objective (e.g. acquisition, sale, merger, demerger, dispute, inheritance)
- Relevant deadlines and decision dates
- Financial statements, management accounts, and planning documents
- Information on business model, market, and competition
- Special legal or contractual framework conditions
- Desired result depth (orientation, detailed work, review)
Note on use
These resources are intentionally designed for orientation. A robust valuation only emerges in the concrete case — based on actual purpose, available data, and transparently derived assumptions.
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If you need a robust recommendation for your concrete situation instead of general orientation, we can begin with a short confidential initial discussion.