Can this form be signed electronically?

Yes. Under the ESIGN Act and UETA most business valuation forms can be executed electronically when intent, consent, attribution, and retention are satisfied.

Is notarization always required?

Not necessarily. Notarization depends on the document's purpose and state law; if a third party requires a notary or a witness, complete those steps before filing.

Who must sign the form?

Authorized corporate officers, valuation preparers, and any party with amendment rights in the underlying agreement should sign; confirm internal governance first.

How to correct an error after signing?

Execute an amendment or correction form signed by the same authorized parties; attach an explanation and retain both versions for the audit trail.

How long must signed forms be kept?

Follow federal minimums (IRS 3 years) and industry or state requirements; healthcare records require six years under HIPAA regulations.

Can we use templated forms across states?

Yes, but check state-specific notarization or witness rules and adapt the template where local law or filing requirements differ.

Electronic Signature
Templates
Miscellaneous
Business Valuation Change Form

Business Valuation Change Form

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Business Valuation Change Form

Recitals (Whereas)

WHEREAS, Company Name: (the "Company") previously obtained a business valuation dated in the original amount of $;

WHEREAS, the Company and Valuation Provider: desire to amend the valuation and record a revised valuation effective , on the terms set forth in this Business Valuation Change Form (the "Form");

WHEREAS, the parties agree the revision is necessary due to the circumstances described below and consent to the revised valuation and related adjustments as provided herein.

Parties

Company / Subject of Valuation Company Address Valuation Provider / Requesting Party Provider Contact

Scope of Work

Revised Valuation Scope

Valuation Change Details

Original Valuation Amount: $

Proposed New Valuation Amount: $

Valuation Effective Date

Reason for Change (select all that apply)

Acquisition or merger Updated financial statements Contractual requirement Correction of prior calculation Other (describe below)

If Other, describe Valuation Method(s) Applied (select all that apply)

Income approach Market approach Asset-based approach Other:

Key Valuation Assumptions and Adjustments

Payment Terms

Amount Due for Revised Valuation Payment Schedule / Billing Milestones Payment Due (number of days from invoice) Late Fee (choose one or both: percent per month / flat fee)

Percent per month: % Flat fee: $

Term and Termination

Term Commencement Date:

Term Expiration Date:

Notice Period for Termination Termination Conditions / Process

Confidentiality

Each party shall keep confidential all non-public materials, analyses, assumptions, work papers and valuation results (collectively, "Confidential Information") received or generated in connection with this Form. Confidential Information shall not be disclosed to any third party except to a party's legal, tax and financial advisors on a need-to-know basis, provided such advisors are bound by obligations of confidentiality no less protective than those set forth in this paragraph.

The obligations under this Confidentiality provision shall survive termination or expiration of this Form for a period of three (3) years, except for Confidential Information that constitutes trade secrets under applicable law, for which protection shall continue as permitted by applicable law.

Governing Law

This Form shall be governed by and construed in accordance with the laws of the State of without regard to conflict-of-law principles.

Entire Agreement

This Form (including any exhibits and attachments explicitly incorporated herein) constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous negotiations, understandings and agreements, whether written or oral, relating to the valuation change. No amendment shall be effective unless executed in writing by authorized representatives of both parties.

Representations and Certification

Each party represents and warrants that it has the authority to enter into this Form, that the individual signing below is duly authorized to bind the party, and that no other agreement or legal restriction prevents performance of the obligations set forth herein. Each party certifies that the information provided to support the revised valuation is true, complete and not misleading to the best of its knowledge.

Supporting Documentation Attached (check all that apply)

Financial statements Contracts / agreements Prior appraisal report Other (specify below)

Company:

By:

Date:

Valuation Provider:

By:

Date:

What the Business Valuation Change Form Is

The Business Valuation Change Form documents a revision to an existing valuation, capturing changed assumptions, updated financials, and the effective date for the new value. Organizations use it to record agreed adjustments for tax reporting, shareholder transactions, buy-sell agreements, financing, and internal controls. The form should identify the parties, describe the prior valuation, state the changed items and methodology, and include signatures and dates. When executed correctly it creates an auditable record that supports later reliance by accountants, counsel, or regulators.

Why a Formal Change Form Matters

A formal Business Valuation Change Form reduces dispute risk by documenting what changed, why it changed, and when the new valuation takes effect. It creates a single authoritative record for tax, corporate governance, and transactional purposes.

Typical Users and Signers

In many organizations multiple roles must review and approve the form to ensure accuracy and legal authority.

CFOs and Finance Leads: prepare, verify numbers, and approve changes for reporting and covenants.
Valuation Specialists: document methodology, assumptions, and revised calculations for audit trails.
Legal Counsel or Corporate Secretary: confirm authority, governance compliance, and execution language.

Core Elements Inside a Professional Change Form

A well-structured Business Valuation Change Form groups identifying data, the prior valuation reference, the revised figures and assumptions, attestation language, signatures, and supporting exhibits for clarity and auditability.

Identification

Company name, legal entity, business unit, and form reference number to tie the change to an existing valuation record.

Prior Valuation

Reference the original valuation report, date, author, and base assumptions so reviewers can compare versions easily.

Revised Figures

Present the new valuation amount, the date of effect, line-item adjustments and a brief reconciliation to the prior figure.

Methodology

Describe the valuation approach (DCF, market multiple, asset-based), key inputs, and any new or discontinued assumptions.

Supporting Exhibits

Attach schedules, updated financial statements, management memos, or third-party appraisals that substantiate the change.

Signatures

Signature block for authorized signers with printed name, title, date, and any required witness or notary fields.

Step-by-Step: Completing the Form

Follow these sequential steps to complete and validate a Business Valuation Change Form.

01

Prepare Documents: Gather original valuation, updated financials, and supporting exhibits.
02

Fill Core Fields: Enter identification, dates, and revised figures accurately.
03

Review Assumptions: Have valuation specialist and finance reviewer confirm methodology.
04

Execute and Archive: Collect signatures, notarization if needed, then store securely with audit trail.

How eSubmission and Routing Typically Work

Common electronic workflows reduce turnaround and create an auditable trail from preparation to final storage.

Upload: Sender uploads the completed draft into the e-sign platform.
Place Fields: Sender positions signature, date, and initial fields for signers.
Invite Signers: Signers receive a secure email or link to review and sign.
Finalize: Signed copies and the audit trail are distributed to parties.

Configuring an Online Workflow for This Form

Set up a clear signing order and required fields to ensure correct execution and reduce rework.

Field	Configuration
Signer Order	Set sequence: valuation specialist → CFO → legal.
Required Fields	Mark effective date, signature, and initials as required.
Authentication	Use email link or SMS code for signer verification.
Retention	Enable audit trail and long-term storage for compliance.

Technical Requirements for eSubmission

Ensure your chosen platform supports secure storage, an auditable completion certificate, and any industry-specific compliance (for example HIPAA BAA) before routine use.

Document Formats: PDF and DOCX supported.
Authentication: Email, SMS, or stronger options available.
Audit Trail: Timestamps, IP, and action log.

Timing and Expected Processing Steps

Processing expectations depend on internal review cycles and whether external approvals or notarization are required; plan accordingly.

Internal Review Period:

Allow 3–10 business days for finance and legal review.

External Appraisal Turnaround:

Third-party appraisals may add 2–6 weeks.

Notarization Window:

Schedule notarization within the execution timeframe if required.

Acknowledgment Receipt:

Expect electronic confirmation immediately after final signature.

Filing Deadlines:

Meet any related tax or regulatory filing dates tied to the valuation change.

Key Milestones from Draft to Final Record

Track these milestones to ensure the change is authorized, executed, and preserved as part of corporate records.

01

Draft Completion

Valuation specialist prepares revised figures and rationale.

02

Approval Signoff

CFO and legal review and approve the changes.

03

Execution

Signatures collected, notarization and witness steps completed if required.

04

Archival

Final signed form and exhibits stored with access controls.

eSignature Vendor Comparison for Form Execution

This table compares common vendor attributes relevant to executing and storing a Business Valuation Change Form; signNow is listed first per vendor comparison conventions.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Yes	Yes	Yes	Yes
Bulk Send	Yes (Business Premium)	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes (BAA required)	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Common Preparation Pitfalls

Mismatched legal names between valuation report and entity paperwork cause rejection or require corrective filings.
Vague descriptions of changes (for example, 'assumptions updated') leave open disputes; be specific and show numerical impact.
Missing or unsigned exhibits frequently trigger follow-up and delay final archiving or regulatory submissions.
Incorrect dates or backdating can compromise enforceability and create tax or audit risk.

Key Legal and Compliance Risks

Tax Penalties: IRC §6721 penalties apply to incorrect information returns

I-9 Violations: Paperwork failures can lead to DHS fines

Contract Disputes: Improper authority may make changes voidable

Evidence Gaps: Lack of audit trail weakens reliance in litigation

HIPAA Exposure: Improper PHI handling may incur penalties

Notary Defects: Incorrect notarization can invalidate execution

Security and Compliance Considerations

Encryption In Transit: TLS 1.2/1.3

Encryption At Rest: AES-256

Audit Trail: Comprehensive action log included

Certifications: SOC 2 Type II, ISO 27001

Regulatory Support: ESIGN and UETA compliance

Healthcare: HIPAA BAA available where required

Frequently Asked Questions

Answers to common execution, legal, and technical questions about the Business Valuation Change Form.

Need help? Contact support

Can this form be signed electronically?
Yes. Under the ESIGN Act and UETA most business valuation forms can be executed electronically when intent, consent, attribution, and retention are satisfied.
Is notarization always required?
Not necessarily. Notarization depends on the document's purpose and state law; if a third party requires a notary or a witness, complete those steps before filing.
Who must sign the form?
Authorized corporate officers, valuation preparers, and any party with amendment rights in the underlying agreement should sign; confirm internal governance first.
How to correct an error after signing?
Execute an amendment or correction form signed by the same authorized parties; attach an explanation and retain both versions for the audit trail.
How long must signed forms be kept?
Follow federal minimums (IRS 3 years) and industry or state requirements; healthcare records require six years under HIPAA regulations.
Can we use templated forms across states?
Yes, but check state-specific notarization or witness rules and adapt the template where local law or filing requirements differ.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now