Setup

In the first phase of the valuation process, you set the assumptions that govern the project, enter basic data about the project, and gather information from the business's owners and/or managers.

Step01Complete the Project Assumptions.

Step02Complete the sheets in the Setup folder. See the following topics:

bSetup Assumptions

bBusiness Profile

bOwnership

bReport Writer Data

bFederal Tax Table

Step03Request information from the business's owners and/or managers for use in the valuation. See Information Request Document.