Can this be signed electronically?

Yes. Electronic signatures are generally legally valid under the ESIGN Act and state UETA laws, provided intent, consent, attribution, and retained records are present. Certain limited exceptions (for example wills or specific court filings) may still require wet-ink signatures.

Who must sign the valuation?

The preparer or authorized officer should sign and date the report. If used in a transaction, authorized signatories for buyer, seller, or lender may also sign to acknowledge receipt or reliance.

Is notarization required?

Not typically for a valuation report itself, but notarization may be required for attached affidavits, sworn statements, or instruments that affect title. Verify state-specific notary rules before notarizing.

What if an input was entered incorrectly?

If an unsigned draft contains errors, revise and circulate a corrected version. For signed documents, execute an amendment or replacement document that references the original version and explains the correction.

How should completed templates be stored?

Store signed PDFs with embedded audit trails in a secured document repository with access controls and versioning; retain according to retention policy and applicable regulations.

Can third parties rely on the valuation?

Reliance depends on the scope and wording in the engagement letter. Explicit reliance clauses or disclaimers should be included to define permitted use and limit unintended third-party reliance.

Electronic Signature
Templates
Finance
Financial Valuation Template

Financial Valuation Template

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

Financial Valuation Template

Engagement Parties

Client Name: Client Address:

Client Contact:

Client Phone / Email:

Valuator

Valuator / Firm Name: Valuator Address:

Valuator Contact:

Valuator Phone / Email:

Engagement Details

Valuation Subject:

Purpose of Valuation:

Effective Date of Valuation:

Standard and Premise of Value

Standard of Value (select applicable):

Fair Market Value
Fair Value (financial reporting)
Investment Value
Intrinsic / Fundamental Value
Other:

Premise of Value (select applicable):

Going Concern
Orderly Disposition / Sale
Liquidation

Financial Data Provided

Primary financial statements used (identify periods):

Summary historical and projected figures (insert amounts):

Year / Period	Revenue	EBITDA	Net Income

Valuation Approaches and Key Inputs

Income Approach (Discounted Cash Flow)

Projected cash flow description:

Discount Rate (WACC):

Terminal Growth Rate:

Market Approach

Selected guideline companies / transactions and rationale: Selected multiples and applied multiple(s):

Asset Approach

Net asset adjustments and working capital:

Adjustments, Assumptions and Limitations

The valuation is subject to the following assumptions and limiting conditions. The valuator has relied upon the accuracy of the financial information and representations supplied by the client. The valuator is not responsible for independent verification of all information and assumes no liability for undisclosed matters that may affect the value.

Detailed assumptions relied upon:

Financial statements used were audited
Management forecasts relied upon
Other adjustments (describe below)

If Other, describe:

Valuation Conclusion and Reconciliation

Indicated value by Income Approach:

Indicated value by Market Approach:

Indicated value by Asset Approach:

Final reconciled value (conclusion):

Value Range - Low:

Value Range - High:

Terms, Certifications and Liability

The valuator certifies that the valuation has been prepared in conformity with the stated standard of value and the methods and procedures disclosed in this engagement. The valuator's opinion of value is based upon information available as of the effective date of the valuation and the assumptions stated above. The client acknowledges that changes in market conditions, undisclosed liabilities, or subsequent events may affect the opinion of value.

Limitation of liability clause (to be agreed): Additional notes / terms & conditions:

Acknowledgment

By signing below, the client acknowledges receipt of this valuation report and accepts the assumptions, methods, and limitations set forth herein. The valuator confirms that the report represents the valuator's independent professional judgment.

Valuator (Printed Name):

By:

Date:

Client (Printed Name):

By:

Date:

What the Financial Valuation Template Is

A Financial Valuation Template is a standardized document used to estimate the economic value of a business, asset, or equity interest. It organizes historical financials, projected cash flows, valuation methods (for example discounted cash flow, market comparables, and precedent transactions), key assumptions, and supporting exhibits into a single report. The template supports consistency across engagements, enables internal review and external delivery, and records the author, date, and scope of the valuation for later audit or regulatory review.

Why a Consistent Valuation Template Matters

A uniform template reduces ambiguity, documents assumptions, and creates an audit trail that supports transactions, financing, and regulatory review. It helps stakeholders compare results, speeds review cycles, and reduces rework by enforcing a common set of inputs and deliverables.

Who Typically Prepares or Uses This Template

Common users range from internal finance teams to external advisors; the template is designed for repeatable, verifiable valuation work.

Financial analysts and valuation specialists who prepare formal valuations for investors, lenders, or internal decision-making.
Lenders and credit officers who use standardized reports to assess collateral and creditworthiness for loan approvals.
Buy-side and sell-side advisors and transaction teams preparing comparables, purchase price allocations, or fairness opinions.

Recipients include management, board members, lenders, auditors, and potential buyers who rely on documented assumptions and method disclosure.

Core Sections to Include in a Professional Template

A complete valuation template groups narrative, calculations, and evidence so users can follow reasoning and recreate results quickly.

Executive Summary

Concise statement of purpose, conclusion of value (range or point estimate), valuation date, and scope of work for nontechnical readers.

Valuation Methods

Clear description of methods used (DCF, market comps, precedent transactions), with justification for method selection and limitations.

Financial Statements

Normalized historical income statements and balance sheets, plus projected cash flows with assumptions linked to source schedules.

Key Assumptions

Discount rate, terminal growth, revenue drivers, margins, and other inputs stated explicitly with rationale and source references.

Sensitivity Analysis

Tables or charts that show how value changes with key variables (discount rate, growth, terminal multiple) to illustrate result volatility.

Supporting Documents

Workpapers, reconciliations, contracts, and third-party reports attached or referenced so reviewers can verify inputs and calculations.

Essential Data Fields to Capture

Entity Name: Legal entity name

Valuation Date: MM/DD/YYYY

Reporting Period: Start and end dates

Revenue / EBITDA: Reported figures

Discount Rate: WACC or chosen rate

Supporting Docs: Financials, contracts

Step-by-Step: Completing the Valuation Template

Follow this sequence to produce a complete, review-ready valuation report.

01

Collect Inputs: Gather historical statements and contracts.
02

Normalize: Adjust one-time items and owner compensation.
03

Select Method: Choose DCF, comps, or hybrid approach.
04

Document Results: Insert assumptions, sensitivity tables, and attachments.

Configure the Online Workflow for Completion

Set up roles, authentication, and storage so reviewers and signers receive the right fields and versioning.

Field	Configuration
Signer Order	Sequential or parallel routing
Authentication	Email, SMS, or KBA
Reminders	Auto-reminders and expiry
Save Format	PDF/A with audit trail

Where to Send or File Completed Valuations

A completed template should be routed to all stakeholders and stored with version control to ensure traceability.

Internal Review: Send to finance and legal for validation.
External Recipients: Provide to lenders, buyers, or auditors securely.
Regulatory Filing: Attach only when required by regulators or agreements.
Archive: Store original with retention metadata.

Digital Submission, Integrations, and File Formats

Use platforms that accept PDF, DOCX, and Excel files and integrate with your document management and ERP systems.

Supported Formats: PDF, DOCX, XLSX
Integrations: CRM and cloud storage connectors
Authentication: Email, SMS, or enterprise SSO

Ensure the chosen system retains an audit trail, supports conditional fields and formulas for calculations, and exports signed reports in an immutable PDF with metadata for long-term retention.

Typical Timelines and Submission Expectations

Track key dates for preparation, review, and delivery to meet transaction or reporting deadlines.

Internal Preparation Window:

7–21 business days depending on complexity

Peer Review:

3–7 business days for independent review

Lender or Buyer Submission:

Schedule aligned with closing timeline

Regulatory or Audit Requests:

Provide within requested period, typically 10–30 days

Record Archiving:

Finalize and archive immediately after signature

Common Mistakes to Avoid

Using unaudited or inconsistent historical data without disclosure, which undermines comparability and credibility.
Failing to document adjustments and rationale for normalizing EBITDA, leaving reviewers unable to reconcile figures.
Applying an inappropriate discount rate or terminal growth assumption without market support or documented sensitivity testing.
Sending unsigned or draft schedules to stakeholders, causing disputes over which version governs negotiations.

Consequences of Incorrect or Incomplete Valuations

Misstated Value: Can lead to bad investment or financing decisions

Tax Exposure: IRS adjustments may trigger penalties or additional tax

Litigation Risk: Counterparties may challenge valuation in court

Contract Invalidity: Material errors can affect enforceability

Reputational Harm: Loss of stakeholder trust

Regulatory Noncompliance: Failure to meet reporting rules or audit standards

Practical Examples from Real Engagements

These condensed examples show how firms organized templates for common transaction scenarios.

Optica Ventures — COO

Optica used a repeatable template to speed investor reporting and ensure consistency across portfolio companies.

The template centralized assumptions and workpapers for three deals.
The standardized format reduced turnaround time for investor requests and simplified audit reviews while preserving a clear audit trail.

Martin Properties — Founder

A real estate operator adopted the template to combine appraisal and cash-flow analysis for property dispositions.

It included sensitivity tables for cap rates and vacancy.
Using the template, the team delivered consistent deliverables to buyers and lenders and documented assumptions used for pricing negotiations.

eSignature Vendor Pricing and Feature Snapshot

Comparison of starting prices and a few feature differences to consider when selecting an eSignature solution; signNow is listed first per platform 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	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

FAQs and Troubleshooting for the Financial Valuation Template

Answers to frequent questions about completion, signatures, legal validity, and common post-signing issues.

Need help? Contact support

Can this be signed electronically?
Yes. Electronic signatures are generally legally valid under the ESIGN Act and state UETA laws, provided intent, consent, attribution, and retained records are present. Certain limited exceptions (for example wills or specific court filings) may still require wet-ink signatures.
Who must sign the valuation?
The preparer or authorized officer should sign and date the report. If used in a transaction, authorized signatories for buyer, seller, or lender may also sign to acknowledge receipt or reliance.
Is notarization required?
Not typically for a valuation report itself, but notarization may be required for attached affidavits, sworn statements, or instruments that affect title. Verify state-specific notary rules before notarizing.
What if an input was entered incorrectly?
If an unsigned draft contains errors, revise and circulate a corrected version. For signed documents, execute an amendment or replacement document that references the original version and explains the correction.
How should completed templates be stored?
Store signed PDFs with embedded audit trails in a secured document repository with access controls and versioning; retain according to retention policy and applicable regulations.
Can third parties rely on the valuation?
Reliance depends on the scope and wording in the engagement letter. Explicit reliance clauses or disclaimers should be included to define permitted use and limit unintended third-party reliance.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now