Data Gathering

At the outset of its engagement, WVA will provide the client with an initial data request that sets forth the information necessary for the preparation of the valuation report. Typical data requested includes historical financial statements and tax returns for the entity to be valued, applicable agreements relevant to the subject interest being valued (i.e. Operating Agreements, Partnership Agreements, Bylaws, Buy-Sell Agreements), projections, compensation data, asset lists or depreciation schedules, company background and history, ownership, leases, recent or pending transactions, etc.

A review of the initial data provided will often lead to additional follow-up questions and/or additional information necessary to complete our work.