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Free Business Valuation Self-Checks

Work through the framing and method decisions behind a credible valuation - standard and premise of value, approach selection, discounts, equity allocation, purchase accounting, fair value, and estate and gift matters - and leave with the evidence to document and the questions to bring to your valuation specialist.

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Framing: standard, premise, and approach selection

02 7 steps

Normalizing Earnings and the Balance Sheet

This free, guided checker walks your team through the key decision points for Normalizing Earnings and the Balance Sheet. Answer a few questions to see the likely approach and the evidence to document.

04 5 steps

Standard and Premise of Value Selection

This free, guided checker walks your team through the key decision points for Standard and Premise of Value Selection. Answer a few questions to see the likely approach and the evidence to document.

Business valuation approaches and discounts

05 6 steps

Asset (Cost) Approach: Adjusted Net Assets

This free, guided checker walks your team through the key decision points for Asset (Cost) Approach: Adjusted Net Assets. Answer a few questions to see the likely approach and the evidence to document.

07 7 steps

Income Approach: Discounted Cash Flow

This free, guided checker walks your team through the key decision points for Income Approach: Discounted Cash Flow. Answer a few questions to see the likely approach and the evidence to document.

Equity and 409A valuation

09 7 steps

IRC 409A Common Stock Valuation

This free, guided checker walks your team through the key decision points for IRC 409A Common Stock Valuation. Answer a few questions to see the likely approach and the evidence to document.

10 7 steps

Pre-IPO Cheap Stock Analysis

This free, guided checker walks your team through the key decision points for Pre-IPO Cheap Stock Analysis. Answer a few questions to see the likely approach and the evidence to document.

Purchase accounting and intangibles

12 6 steps

Valuing Contingent Consideration (Earnouts)

This free, guided checker walks your team through the key decision points for Valuing Contingent Consideration (Earnouts). Answer a few questions to see the likely approach and the evidence to document.

13 8 steps

Fair Value in Goodwill and CGU Impairment

This free, guided checker walks your team through the key decision points for Fair Value in Goodwill and CGU Impairment. Answer a few questions to see the likely approach and the evidence to document.

14 8 steps

Valuing Identifiable Intangible Assets

This free, guided checker walks your team through the key decision points for Valuing Identifiable Intangible Assets. Answer a few questions to see the likely approach and the evidence to document.

Fair value measurement

17 7 steps

ASC 820 / IFRS 13 Fair Value Measurement

This free, guided checker walks your team through the key decision points for ASC 820 / IFRS 13 Fair Value Measurement. Answer a few questions to see the likely approach and the evidence to document.

18 7 steps

Fair Value of Portfolio Company Investments

This free, guided checker walks your team through the key decision points for Fair Value of Portfolio Company Investments. Answer a few questions to see the likely approach and the evidence to document.

Estate, gift, and specialty valuation

19 7 steps

Buy-Sell Agreement Price as Tax Value

This free, guided checker walks your team through the key decision points for Buy-Sell Agreement Price as Tax Value. Answer a few questions to see the likely approach and the evidence to document.

20 7 steps

ESOP Adequate Consideration Valuation

This free, guided checker walks your team through the key decision points for ESOP Adequate Consideration Valuation. Answer a few questions to see the likely approach and the evidence to document.

21 8 steps

Estate and Gift Tax Valuation

This free, guided checker walks your team through the key decision points for Estate and Gift Tax Valuation. Answer a few questions to see the likely approach and the evidence to document.

22 7 steps

Fairness Opinion in a Transaction

This free, guided checker walks your team through the key decision points for Fairness Opinion in a Transaction. Answer a few questions to see the likely approach and the evidence to document.

23 7 steps

Family Entity Valuation Discounts

This free, guided checker walks your team through the key decision points for Family Entity Valuation Discounts. Answer a few questions to see the likely approach and the evidence to document.

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