Sample valuation report outline SAMPLE VALUATION REPORT OUTLINE Typical valuation report to be provided to clients shall consist of the following topics and content. However, content of the valuation report will be company-specific and not be limited with the outline below. The valuation study is flexible and can be modified according to requests of the client. It is assumed to be around 50 – 60 pages long. Please keep in mind that a sample, representative valuation report (with full content) is available upon your request. Please see contact information defined on the website. Sample valuation report outline OUTLINE 1. Introduction Consists of the scope of valuation study and market research, and provides an introduction to the valuation report (“the Valuation Report”). 2. Executive summary Incorporates a brief summary of the Valuation Report for the Company management. 3. The Company This section provides operational and financial figures of the Company which is subject to valuation (“the Company”). Background information, investment plans, business dynamics which form a basis for the valuation are evaluated in this section. 4. Valuation Summary of valuation results are presented both in numerical and graphical ways, with sensitivity analyses on business value. A. Attachment A.1 Valuation methodologies Three types of company valuation methods are studied in detail: (i) Discounted Cash Flows Method (DCF Method), (ii) Dividend Discount Model and (iii) Multiple Valuation Method. A.2 Valuation with DCF Method Business value of the Company is determined by using DCF Method, which is quite detailed and includes mathematical figures. To use this method, assumptions and projections shall be made. In addition, as a result of studying this method, business plan of the Company is derived. Consequently, the equity value and the enterprise value of the Company are calculated. A.3 Valuation with Dividend Discount Model Business value of the Company is determined by using Dividend Discount Model. This method uses a projected dividend string, which is one of the outcomes of DCF Method. This method is regarded as classical and is one of the most practical ways to value shares. Sample valuation report outline OUTLINE (cont’d) A. Attachment (cont’d) A.4 Multiple Valuation Method This type of valuation is based on comparable data of other public companies and other transactions completed in the industry the Company is actively operating and provides an indicative value range of the Company. A.5 Company financials / actual Actual financials of the Company are presented. A.6 Company financials / projected Balance sheet, income statement and cash flow statements of the Company are projected and analyzed in detail. A.7 Market Information on market in which the Company is actively operating in, is analyzed in detail (market data, dynamics and trends, as well as projections on market size etc.).
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