Business Valuation Questionnaire Template

To value a business you first need to deeply understand the business. A good business valuation questionnaire allows the valuer to gather the information in a structured and pragmatic way. You need to poke and prod the stakeholders to uncover the important aspects of the business that you would never know unless you asked. You need to look past the numbers and investigate how the business operates. Where does the income come from? What do the key people do in the business? What are the risks going forward?

If you already use the Valuation Ultimate software you will know that it has a full business valuation questionnaire included that you can use as is or customize to suit your needs for each valuation job. You can invite stakeholders to login to securely answer questions and upload documents in the client portal included.

But if you’re not using Valuation Ultimate yet and you just want to use the business valuation questionnaire outside the software you can download the template in microsoft word format below.

The standard business valuation questionnaire template covers areas such as:

• Valuation Purpose and Date
• Financial Statements and Tax Documents
• Management Reports
• Bookkeeping Access
• Payroll Reports
• Business Plans and Forecasts
• Incorporation and Trust Legal Documents
• Equity Structure and Transactions
• Group Entity Structure
• HR Organisation Structure
• History of the Business
• Details of the Owners/Managers
• Product/Service Types
• Key Customers
• Key Competitors
• SWOT Analysis
• Asset Listings and Valuations
• Intangible Assets/IP
• Off-Balance Sheet Liabilities
• Customer/Supplier Contracts
• Licences and Approvals
• Property Lease
• Marketing and Sales Processes
• Inventory and Working Capital
• Owner Duties and Market Compensation
• Abnormal Income/Expenses/Transactions
• Open-Ended General Questions