Setup Assumptions

The first sheet in the Setup folder is the Setup Assumptions sheet. See Working with Assumptions. Each of the Setup Assumptions is explained below.

Type of Financial Statements

The type of financial statements received from the client. Does not affect the Analysis calculations. Only used in reports.

Schedule or Exhibit

Selects the text used in the headers and footers to indicate a section of the working papers ("Schedule" or "Exhibit"). The headers and footers are part of the Page Setup options.

Singular/Plural

Sets the "voice" used in the reports.

Premise of Value

Sets the premise of value used in the reports.

Standard of Value

The standard of value used in the appraisal. Does not affect the Analysis calculations. Only used in reports.

Display Preferred Shares

Adds a column for preferred shares to the Ownership sheet. Only enabled for corporations. Disabled if Entity Type in the Project Assumptions is set to Partnership or Sole Proprietorship.

Display Non-Voting Shares

Adds a column for non-voting shares to the Ownership sheet. Only enabled for corporations. Disabled if Entity Type in the Project Assumptions is set to Partnership or Sole Proprietorship.

Display Limited Partnership

Adds a column for entering limited partnership data to the Owners Information Worksheet. Only enabled for partnerships. Disabled if Entity Type in the Project Assumptions is set to Corporation or Sole Proprietorship.