- Purpose and date of valuation;
- Name and address of business, date and state of incorporation, employer tax identification number plus good-standing certificate evidencing filings are up to date plus website address;
- Description of business plus individual products/ services plus size of industry and estimates for growth;
- Competitive identity, with specific reference/ comparisons to specific products/ companies in the marketplace;
- Names of any publicly-traded companies similar to the business under consideration;
- Size and direction of Company’s product market(s) plus how one’s products are designed to take advantage of the market opportunity;
- Details of any patents or pending patents;
- Description of any administrative and operational facilities plus copies of any environment reports – concerns or violations;
- Identification of 12 key corporate highlights and separately investment highlights – centering on >>>>>>>>>>>> why is this an investment opportunity?
- Key management profiles;
- Historical and projected financial information with variance analysis and key assumptions, including Profit & Loss, Balance Sheets plus Statement of Cash Flows. Projections should be 3-5 years forward;
- Company’s capital needs and sources for capital;
- Key shareholders, including management, and their investment to date;
- Copy of any prior Opinion Investment Valuation Reports; and
- Management’s opinion of estimated business and the reasons underlying such value.
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