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What kind of information will I need to gather for a business valuation?

The information we typically request for a business valuation differs based on factors such as the entity’s corporate form, the type of accounting system used, the availability of projections, and the willingness of management to provide information. While each of our document requests are specifically tailored for individual engagements, we do have a very general document request list that provides an indication of the types of documents that are usually helpful.

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