These tools are in pdf. If your browser blocks pdfs you will need to allow them for our website. Read the important disclaimer at the bottom of this page regarding the content on this page as well as the Terms and Conditions of Use.*
Helpful in preparing a legal request for production of documents in a business valuation matter or in understanding what might be needed for a valuation for any purpose:**
Please note- Just because we include the IRS Job Aid here does not mean we endorse or necessarily agree with everything in it. In fact, read our critique of this Job Aid: "The IRS Does Not Like Your Marketability Discount."
*Disclaimer: These items (business valuation information needs lists, interview/deposition questions, seminars, etc. on this page) are generic and are not to be applied to a specific situation, and their inclusion on this site does not constitute the provision of professional valuation, legal, tax, financial, investment or other advice or services of any kind. Consult qualified, legal, accounting, tax, financial, business valuation, investment, and other advisors as are appropriate with experience in a specific matter. By downloading, reading or otherwise accessing any of the items on this page or any of the information on our website overall you agree to our Terms and Conditions of Use.