Financial Statements
Attach three to five years of balance sheets, income statements, and cash flow statements. Include notes, tax returns, and any restatements to support adjustments and normalize discretionary items.
The Business Valuation Template standardizes inputs and outputs to reduce ambiguity in valuation work. It improves transparency of assumptions, speeds review by advisors or buyers, and creates an auditable record suitable for financing, buy-sell planning, tax reporting, or internal strategic decisions.
Finance teams, CPAs, business brokers, M&A advisors, lenders, and company owners commonly complete a Business Valuation Template for valuation or due diligence.
Using a consistent template helps align expectations between preparers, reviewers, and signers and reduces the chance of missing data during negotiations.
When signing, CEOs or owners confirm accuracy of the provided information and authorize use of company records. Their signature attests to completeness of disclosures used in valuations and may be required by lenders, investors, or courts as evidence of authenticity.
Valuation analysts, CPAs, or accredited appraisers prepare calculations, document assumptions, and reconcile inputs. Their professional opinion and attachments form the basis of the reported value; include credentials and contact details in the final template for reviewer follow-up.
Attach three to five years of balance sheets, income statements, and cash flow statements. Include notes, tax returns, and any restatements to support adjustments and normalize discretionary items.
Document adjustments for owner compensation, related-party transactions, and nonrecurring expenses to arrive at normalized earnings. Explain methodology and show numeric adjustments with supporting documentation.
List selected approaches—discounted cash flow (income), guideline public company multiples (market), and adjusted net asset (asset)—and explain why each method is applicable or excluded.
Include growth rates, discount rates, terminal value assumptions, and key drivers. Provide sensitivity ranges and cite sources or benchmarks used for each assumption.
Attach comparable company or transaction multiples, peer group selection criteria, and calculation worksheets showing application of multiples to the subject company's metrics.
Summarize resulting values by approach, reconcile differences, present a reasoned valuation range, and state the selected reference value with supporting rationale.
| Field | Configuration |
|---|---|
| Upload Template | PDF or DOCX | preserve tables |
| Signer Order | Sequential or parallel routing |
| Authentication | Email, SMS code, or KBA |
| Archive Location | Box, Google Drive, or internal repo |
Use an eSignature platform that produces tamper-evident PDFs, captures audit trails, and supports required authentication for valuation report signers.
Allow 7–21 days for historical statements and schedules.
Deliver draft at least 5–10 business days before review.
Provide final signed valuation before LOI acceptance or closing.
Attach valuation to tax filings by respective deadlines.
Record retention begins on the effective date of valuation.
| 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 | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Varies by plan | Varies by plan | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Optica consolidated investor data and standardized assumptions for all offers
A property owner used the template to normalize property-level revenues and capex schedules