Information Request List - Valuation

Excel template
July 2021
Index
Information Request List - Valuation
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Tab name

Summary Link

IRL Link
Index
Information Request List - Valuation
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Summary - Request status by priority

# questions High Medium Low
New 7 4 1
Closed - - -
Partially closed - - -
Outstanding - - -
Total 7 4 1

Summary - Request status by priority

% total questions High Medium Low
New 100% 100% 100%
Closed 0% 0% 0%
Partially closed 0% 0% 0%
Outstanding 0% 0% 0%
Total 100% 100% 100%
Total
12
-
-
-
12

Total
100%
0%
0%
0%
100%
Index
Information Request List - Valuation
###

Information Request List

# Document requested Request date Request priority
1 Company’s legal structure at the valuation date High
2 Company's ownership structure at the valuation date High

Description of the company's business operations, including key

3 High
products and services offered, major clients and geographical presence

4 Audited financial statements for the last 3-5 years High

Management accounts for YTD (income statement, balance sheet and
5 High
cash flow statement), in a formula-linked Excel file
Budget for the current FY (income statement, balance sheet and cash
6 flow statement), including key underlying assumptions, in a formula- High
linked Excel file

5-year financial projections (income statement, balance sheet and

7 cash flow statement), including key underlying assumptions, in a High
formula-linked Excel file
Detail of forecasted capital expenditures, including information on the
8 Medium
major projects
9 Detail of banking facilities available at the valuation date, if any Medium
Detail of contingent liabilities/
10 Medium
commitments outstanding at the valuation date, if any
Detail of any one-off/non-recurring items over the past 3-
11 Medium
5 years and YTD
12 Recent industry/market reports Low
Request status Receipt date Follow-up request Follow-up date Client response
New
New

New

New

New

New

New

New

New

New

New

New
Client response date