Research Methods
Valuations Unlimited inc.
Business Assessment
ABC Ltd.
Prepared for the Exclusive Use of: John & Sally Smith
Date: March 5, 2009
Valuations Unlimited inc.
TABLE OF CONTENTS
Opinion of Value............................................................................. Restrictions, Assumptions & Limiting Conditions................................. BUSINESS SUMMARY...................................................................... Business Overview History of Company........................................................................ Services Provided........................................................................... Production Process…………………………………………………………………………………... Market Served ............................................................................... Marketing & Promotion………………………………………….. ............................. Customers ................................................................................ Competitive Environment ................................................................ Suppliers……………………………………………………….. ..................................... Human Resources……………………………………………….. ............................... Operations………………………………………………………………………………………………… Description of Facilities ................................................................... Equipment…………………………………………………………................................... Financial Analysis Asset Valuation .............................................................................. Market Valuation Method…………………………………………………………………………. Historical Earnings Build-up Method……………………………………………………….. Equipment List…………………………………………………………………………………………..
3 5 8 8 8 10 10 10 11 12 12 13 13 13 13
14 19 22 29
CONFIIDENTIIAL CONF DENT AL
2 of 29
Valuations Unlimited inc.
February, 2009
Mr. & Mrs. John Smith, Anystreet, Anytown, Any Province Dear Mr. & Mrs. Smith: We have been asked to provide an Opinion of Value of fair market value on ABC Ltd. as of
Business Assessment
ABC Ltd.
Prepared for the Exclusive Use of: John & Sally Smith
Date: March 5, 2009
Valuations Unlimited inc.
TABLE OF CONTENTS
Opinion of Value............................................................................. Restrictions, Assumptions & Limiting Conditions................................. BUSINESS SUMMARY...................................................................... Business Overview History of Company........................................................................ Services Provided........................................................................... Production Process…………………………………………………………………………………... Market Served ............................................................................... Marketing & Promotion………………………………………….. ............................. Customers ................................................................................ Competitive Environment ................................................................ Suppliers……………………………………………………….. ..................................... Human Resources……………………………………………….. ............................... Operations………………………………………………………………………………………………… Description of Facilities ................................................................... Equipment…………………………………………………………................................... Financial Analysis Asset Valuation .............................................................................. Market Valuation Method…………………………………………………………………………. Historical Earnings Build-up Method……………………………………………………….. Equipment List…………………………………………………………………………………………..
3 5 8 8 8 10 10 10 11 12 12 13 13 13 13
14 19 22 29
CONFIIDENTIIAL CONF DENT AL
2 of 29
Valuations Unlimited inc.
February, 2009
Mr. & Mrs. John Smith, Anystreet, Anytown, Any Province Dear Mr. & Mrs. Smith: We have been asked to provide an Opinion of Value of fair market value on ABC Ltd. as of