The following questions are not meant to require excessive time or research on your part. Instead, we use these questions to better understand your valuation needs.
- What is your name, company, and contact information?
- Who will be the accounting firm auditing the opening balance sheet? What is the audit partner’s name, who is the primary contact on the audit team, and what is their contact information? May we contact your accounting firm?
- How did you hear about Adams Capital?
General Transaction Questions
- What is the name of the business?
- When did the business enter Chapter 11? When does it plan to emerge?
- Please describe the business in terms of:
- Products, technology, market, and competition.
- Number of employees
- Annual sales
- Profitability/Margins
- Anticipated growth
- What led the Company to filing for bankruptcy?
- How will the business be different post-bankruptcy?
Scope
- Will any current assets (ie. inventories) need to be valued by Adams Capital?
- Will any machinery and equipment need to be valued? If so, please refer to our fixed asset valuation initial question list. Please email a copy of your fixed asset listing as of the valuation date.
- What intangible assets do you anticipate existing post-emergence?
- Technological
- Contractual
- Marketing
- Artistic
- Are there any other assets that the company will own post-emergence?
- Is there any owned or leased real property? Will any real property need to be valued?
- Are there any assets that are being divested of during bankruptcy?
- Please send a preliminary opening balance sheet of the company.
Liabilities
- Are there any liabilities that will need to be appraised?
- Are there any contingent liabilities that you are aware of (pending litigation, environmental, etc)?
- Are there any specific timelines that need to be considered in our deliverable due dates?
- Are there any unique issues we should be aware of (ie. litigation, IRS audit, key persons, union activity, etc)?
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