Fort Hays State University > About FHSU > Academic Divisions > College of Business and Entrepreneurship > Kansas Small Business Development Center > Business Valuation
Please furnish the following documents. If the document requested does not apply, note the item N/A. If the document is not available to you, please note the item "Not Available." Business: ______________________ Date of Valuation: ___/___/___[ ] 1. Enclosed Valuation Questionnaire.[ ] 2. Balance sheets for the 3-5 years prior to Date of Valuation, including notes, if available.[ ] 3. Detailed, Date of Valuation Balance Sheet (not more than 60 days old), including a schedule listing the fair market value of assets, (Securities, Equipment, Buildings, Land, etc.).[ ] 4. Accrual Basis Income Statements for the 3-5 years prior to Date of Valuation, including notes, if available. If only cash basis statements are available, include accrual adjustment to pre-tax netincome, if available. Include year to date income statement, if available.[ ] 5. Date of Valuation Income Statement ending ___/___/___. (This is the most current incomestatement available – usually for a partial year but not more than 60 days old.)[ ] 6. Business Federal Tax Return, (1120, 1065), for 3-5 years prior to Date of Valuation.Schedule C only if business is a proprietorship.[ ] 7. If not listed elsewhere, schedule of dividends paid for the 5 years prior to the Date of Valuation.[ ] 8. Accounts Receivable Aging Report at the Date of Valuation.[ ] 9. Stockholder listing, Partnership Agreement. Include notation of any family members who also own an interest in the business.[ ] 10. Other significant contracts/agreements.[ ] 11. Copies of any appraisals made on the business or specific assets within the last three years.[ ] 12. Other ________________________________________________________________________________________________________________________________________________________________________________________________________________________
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