As a starting point for a valuation we will always look at a company’s website and ask for full statutory accounts for several years plus (if available) recent management accounts.
Supplementary financial and non-financial information is also needed, the nature and extent of which depends on the company being valued. Most of the information requested is usually readily available or is relatively quick and easy for the directors or shareholders to provide.
An understanding of a wide range of other features such as growth potential, threats to the business etc. is also crucially important. We therefore arrange a telephone conversation with a director during our work to discuss these and other topics pertinent to the valuation.