What information is needed to complete a business valuation?

A comprehensive business valuation typically requires several years of historical financial statements (generally three to five years), recent interim financial statements, federal tax returns, a description of the business and its operations, information about ownership structure and any existing agreements, details on key customers, suppliers, and contracts, and information about the industry and competitive landscape. Yeo & Yeo provides clients with a detailed document request list at the start of the engagement and works with you to gather and organize the information needed efficiently and with minimal disruption to your operations.