The following questions are not meant to require excessive time or research. Instead, we use these questions to better understand your valuation needs.
- What is your name, company, and contact information?
- What is the name of your accounting firm? Who is the audit team partner, the primary audit team contact, and their contact information? May we contact your accounting firm?
- How did you hear about Adams Capital?
- List the reporting units (accounting) of the business.
- Please describe each reporting unit in terms of:
- Products, technology, market, and competition.
- Number of employees
- Annual sales
- Profitability/Margins
- Anticipated growth
- Does the Company maintain a detailed financial forecast by reporting unit?
- How much goodwill is currently attributed to each reporting unit?
- Will any indefinite lived intangible assets need to be tested?
- Marketing Related Intangibles
- Contract-Based Intangibles
- Technology-Based Intangibles
- Artistic Intangibles
- 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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