Organize records for a qualified valuation professional. This checklist does not calculate value or provide investment, tax, or legal advice.
| Done | Action | Owner or notes |
|---|---|---|
| Define the purpose, intended users, and valuation date with the engaging professional. | ||
| Gather entity structure, ownership records, and governing documents. | ||
| Compile historical financial statements and reconciliations. | ||
| Separate owner compensation, discretionary items, and unusual transactions with supporting records. | ||
| Summarize backlog, pipeline, contract terms, and concentration using consistent definitions. | ||
| Prepare staff, leadership, credential, retention, and succession information. | ||
| Document service mix, client relationships, geographic exposure, and delivery risks. | ||
| Collect debt, leases, claims, insurance, and contingent obligation records. | ||
| Prepare a secure, access-controlled data room and index. | ||
| Ask the valuation professional which additional records and methods are appropriate. |
Educational information only, not engineering, legal, tax, or investment advice. Licensed PE judgment and applicable local codes govern project decisions. Calculators and planning frameworks provide estimates only.
Print or copy the relevant list, assign an owner, and record follow-up actions. These checklists help organize work; they do not certify readiness, suitability, safety, or compliance.
