Valuation of Technologies, Inc
Preliminary Request for Information

1. Consolidated year-end financial statements with detailed income and expense line items, and corresponding tax returns for past five years.
2. Year-end financial statements with detailed income and expense line items indicating revenues and expenses associated with acquired or divested operations (if applicable).
3. Monthly financial statements as of the valuation date and two prior years.
4. Details of any non-recurring expenses.
5. Five-year history of executive management compensation including salary and bonuses.
6. Written description of key management capabilities and responsibilities.
7. Business plan for operating entity including a business description and history.
8. Description of facilities.
9. Pro-forma financial statements for the next five years. Please include expenses, depreciation and interest expense as separate line items.
10. Expectations of long-term growth in revenue and gross margins.
11. Details of any capital expenditure requirements over the next five years as well as any plans for expansion.
12. Provide terms of any interest bearing debt not described in financial statements.
13. Copy of any non-compete agreements and buy/sell agreements, or any other agreements that may restrict the transfer of equity interests.
14. Copy of the stock option agreement.
15. Copy of the shareholder agreement or partnership agreement.
16. Copy of articles of incorporation, if applicable.
17. Copy of board of directors’ minutes related to discussions of offers to buy or sell businesses, non-competition agreements, employment contracts, and the company’s future prospects.
18. Comments on any current or anticipated adverse or favorable regulatory issues.
19. Copies of any prior appraisals.
20. Comments on competition within market area(s).
21. History of cash distributions to shareholders.
22. Details of prior stock transactions.
23. Details of any anticipated capital infusion.
24. Copies of significant contracts and summary of salient contract terms.
25. Details of any existing options, preferred stock or warrants.
26. Any other information not previously requested which could impact the valuation.

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