A request for a business valuation report should begin with the decision it is meant to support. Selling a company, discussing financing and reviewing an ownership transaction can call for different work. Before requesting business valuation services in Roswell, GA, explain the purpose and ask which deliverable the provider is qualified and engaged to prepare.
Define purpose, date and intended users
Identify the company or ownership interest, the relevant date and who will use the result. Explain whether another party has specified professional qualifications, report requirements or a particular engagement standard. Confirm these requirements before commissioning work.
The SBA discusses business valuation in the context of selling or transferring a business. That general guidance does not mean every financial evaluation is a formal valuation suitable for every legal, tax or lending purpose.
Prepare the company’s financial story
- Historical financial statements and relevant tax returns.
- Ownership information and an explanation of the interest being considered.
- Debt, major assets and material contractual commitments.
- Customer concentration, unusual events and changes in operations.
- Management forecasts with the assumptions behind them.
- The intended use and any requirements supplied by the recipient.
Discuss missing or inconsistent information early. If records require cleanup, separate that work from the analysis so the scope and timeline are understandable.
Ask how assumptions and limitations will be explained
A useful report should let its intended reader understand what was assessed and what information was relied on. Ask how management estimates, unusual expenses and uncertain forecasts will be identified. Do not assume a report represents an audit of the source information unless that separate assurance work has been agreed.
For example, a business that recently lost a major customer should explain the event and the assumptions in its forecast. Simply handing over an older profit figure can conceal the question the analysis needs to address.
Frequently asked questions
Is an evaluation report necessarily a formal business valuation?
No. The term can describe different work. Ask for the exact service, deliverable, professional qualifications and permitted use before engaging the provider.
Will the report guarantee a selling price?
No. A transaction depends on negotiations, terms, diligence and other circumstances. Clarify what conclusion the report supports and what it does not establish.
Can I use the same report for a different purpose later?
Ask the preparer. A different date, ownership interest, recipient or intended use may require another engagement or updated work.
Confirm the service scope
Review Alfa Plus CPA’s Evaluation Report service and discuss your intended use. Confirm whether the requested valuation work is offered and whether specialist involvement is needed.
General information; the appropriate work depends on your circumstances. Official references checked October 21, 2026.