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Sample documents, calculations, checklists, and other examples (“Documents”) are provided on this website.  These Documents are for educational purposes only.

Efforts have been made to ensure reasonableness of the Documents provided but no representations or warranties are given as to the work’s accuracy or compliance with any credentialing bodies standards or with any jurisdictional, or user (for example, IRS, SBA, etc.) requirements.  Use at your own risk.

In some cases attempts have been made to explain additional thought processes, requirements, and reasoning in the comments.  These comments serve as detailed annotation and help the reader further understand the thought process required in preparing a business valuation.  Again, this is the “Art” or professional judgment part of business valuation.

We understand that in many situations other methods and other findings could be found.  Business valuation is very fact and situation dependent and small changes in any factor can change methods used and findings.  You must always apply your professional judgment.

Please note the book covers many more situations and more detail on some of the situations addressed in the Documents.  Always refer to the Book and to other valuation books and experts.
<p style=”text-align: center;”><strong>Remember: “Does this make sense?”</strong></p>
Clearly there are many ways to present these estimates and findings.&nbsp; We welcome submissions for possible publication on the website of additional reporting styles, formulas, work product and updates to the book or anything that might be useful for valuators valuing businesses under $10,000,000 in revenues.&nbsp;Visit&nbsp; <a href=”http://www.theartofbusinessvaluation.com”>www.theartofbusinessvaluation.com</a> or send data and/or a request to <a href=”mailto:info@theartofbusinessvaluation.com”>info@theartofbusinessvaluation.com</a>.&nbsp; Please note there is no assurance of confidentiality on any information submitted or sent to us.

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<span style=”color: #cf6b50;”><strong>Samples of Engagements to Estimate Value:</strong></span>
<ol>
<li><span style=”color: #000000;”><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/1.-Toms-Residential-Air-Low-Level-Calculation-Rule-of-Thumb-MMM.xlsx” style=”color: #000000;”><span style=”text-decoration: underline;”><strong><span style=”color: #cf6b50; text-decoration: underline;”>Tom’s Residential Air -</span></strong></span><span style=”color: #666666;”><span style=”text-decoration: underline;”><span style=”color: #cf6b50; text-decoration: underline;”><strong> Calculation of Value without Report</strong></span></span>. Basically a business brokers estimate of value based on Income Statement Data.&nbsp; Depending on level of professional judgment may not rise to a calculation. (Locked Excel File – Password is <strong>MMM</strong>)</span></a></span></li>
<li><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/2.-Tech-Services-Calc-of-Value-1.pdf”><span style=”text-decoration: underline;”>Tech Services – Calculation of Value with a Calculation Report.</span></a></strong> Fair market value standard for internal use for the purpose of exit planning.&nbsp; Calculation Report is in the form of Notes geared to the user. (PDF)</li>
<li><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/3.-Estate-of-Reed-Opinion-Minority-Shareholder-1.pdf”><span style=”text-decoration: underline;”>Joseph F. Reed Construction Company, Inc. – Valuation of a Minority Interest</span>.</a></strong> Conclusion of Value with a Summary Report.&nbsp; For use settling an Estate under state rules.&nbsp; (PDF)</li>
<li><span style=”text-decoration: underline;”><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/4.-Revenue-Cash-Flow-Multiplier-Chart-DEAL-STATS-Reed-6142020-1.xlsx”>Revenue Cash Flow Multiplier Chart DEAL STATS Reed</a></strong></span>&nbsp;Includes example of regression analysis and charting SDE data (Locked Excel File – Password is <strong>MMM</strong>)</li>
</ol>
<span style=”color: #cf6b50;”><strong>Figures from Book:</strong></span>

The following examples, templates, and checklists are provided.&nbsp; Please download the file to your computer, then unlock using the password.

<u>The password is <strong>MMM.</strong></u>

The calculations and formulas on working Excel Spreadsheets are believed to be accurate but cannot be guaranteed.&nbsp; Many files will require further adjustments to change for changes in situations.&nbsp; Please be careful to be sure that an updated file is completely updated.

<u>There is a high risk of broken formulas and other problems as files are modified so please exercise care.&nbsp; </u>

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<ol start=”5″>
<li><strong><span style=”text-decoration: underline;”><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/5.-Family-Add-Back-Chart-1.xlsx”>Family Add Back Chart</a></span><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/6.-Company-Strengths-Weakness-Chart-1.docx”><span>&nbsp;&nbsp;</span></a></strong><span style=”color: #666666;”>(Locked Word File – password <strong>MMM</strong>)</span></li>
<li><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/6.-Company-Strengths-Weakness-Chart-1.docx”><span style=”text-decoration: underline;”>Company Strengths Weakness Chart</span></a></strong>&nbsp; (Locked Word File – password <strong>MMM</strong>)</li>
<li><span style=”text-decoration: underline;”><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/7.-Contribution-Margin-Analysis-1.xlsx”>Contribution Analysis</a></strong></span>&nbsp; (Locked Excel File – password <strong>MMM</strong>)</li>
<li><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/8.-Built-In-Capital-Gains-Calculation-1.xls”><span style=”text-decoration: underline;”>Built-In Gains Calculation</span></a></strong>&nbsp; (Locked Excel File – password <strong>MMM</strong>)</li>
<li><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/9.-Tax-Effect-Converter-Table-1.xlsx”><span style=”text-decoration: underline;”>Tax Effect Converter Table</span></a></strong>&nbsp; (Locked Excel File – password <strong>MMM</strong>)</li>
<li><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/10.-Complete-Capitalization-of-Earnings-Calculation-1.xlsx”><span style=”text-decoration: underline;”>Sample Complete Capitalization of Earnings using BUM</span></a></strong>&nbsp; (Locked Excel File – password <strong>MMM</strong>)</li>
<li><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/11.-Weighted-Average-Cost-of-Capital-Calculation-1.xlsx”><span style=”text-decoration: underline;”>Weighted Average Cost of Capital</span></a></strong>&nbsp; (Locked Excel File – password <strong>MMM</strong>)</li>
<li><span style=”text-decoration: underline;”><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/12.-Finance-Method-Rule-of-Thumb-1.xlsx”>Basic Finance Method Rule of Thumb</a></strong></span>&nbsp; (Locked Excel File – password <strong>MMM</strong>)</li>
<li><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/13.-Discounted-Cash-Flow-Income-Approach-1.xlsx”><span style=”text-decoration: underline;”>Discounted Cash Flow Calculation</span></a></strong>&nbsp;See All Tabs&nbsp; (Locked Excel File – password <strong>MMM</strong>)</li>
<li><span style=”text-decoration: underline;”><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/14.-Mandelbaum-Factors-Analysis-Chart-1.docx”>Mandelbaum Factors Analysis Char</a></strong>t</span>&nbsp; (Locked Word File – password <strong>MMM</strong>)</li>
<li><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/15.-Personal-Goodwill-Factors-Chart-1.docx”><span style=”text-decoration: underline;”>Personal Goodwill Factors Chart</span>&nbsp;</a></strong> (Locked Word File – password <strong>MMM</strong>)</li>
<li><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/16.-Due-Diligence-Outline-1.doc”><span style=”text-decoration: underline;”>Due Diligence Outline</span>&nbsp;</a></strong> (Locked Word File – password <strong>MMM</strong>)</li>
<li><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/17.-Summary-Owner-Manager-Valuation-Questionnaire-1.doc”><span style=”text-decoration: underline;”>Summary Owner/Manager Questionnaire</span>&nbsp;</a></strong> (Locked Word File – password <strong>MMM</strong>)</li>
<li><strong><a href=”https://theartofbusinessvaluation.com/wp-content/uploads/2020/09/18.-Cherry-Picking-Tracking-Chart-1.docx”><span style=”text-decoration: underline;”>Cherry Picking / Valuation Review Tracking Chart</span></a></strong>&nbsp; (Locked Word File – password <strong>MMM</strong>)</li>
</ol>