Chapter 8

Checklists

Chapter 8 presents the checklists that can be used by analysts to run a valuation process. Not all analysts use checklists. However, for those who do, these checklists should be very helpful.

8.1 Business Valuation or Real Estate Appraisal?

8.2 Key Information Requirements

8.3 Valuation Information Request (VIR) General

8.4 Valuation Information Request (VIR) Bank/Holding Company

8.5 Valuation Information Request (VIR) Eminent Domain

8.6 Valuation Information Request (VIR) Gas and Oil Rights

8.7 Valuation Information Request (VIR) High-Tech Business

8.8 Valuation Information Request (VIR) Professional Practice

8.9 Valuation Information Request (VIR) Medical Practice

8.10 Valuation Information Request (VIR) Construction Industry

8.11 Management Interview—Operations

8.12 Management Interview—Financial Review

8.13 Management Interview—Insurance Agency

8.14 Management Interview—Professional Practice

8.15 Management Interview—Medical Practice

8.16 Management Interview—Construction Industry

8.17 Valuation Information Request (VIR) Copyrights

8.18 Valuation Information Request (VIR) Customer Relationships

8.19 Valuation Information Request (VIR) In-Process Research and Development

8.20 Valuation Information Request (VIR) Know-How

8.21 Valuation Information Request (VIR) Patents

8.22 Valuation Information Request (VIR) Software

8.23 Valuation Information Request (VIR) Proprietary Process/Products Technology

8.24 Valuation Information Request (VIR) Trademark/Trade ...

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