The Valuation One Pager
[Tutorial Video] Valuation One Pager
What It Is
The Valuation One Pager is a summary where you will find additional information about some of the main calculations and assumptions that have gone into the valuation for your business owner client.
Accessing The Valuation One Pager
From your Business Clients list, click the business name you would like valuation details for.
Click on the Valuation tab.
Below the valuation range, click on View Supporting Documentation.
The Valuation Summary is broken down into 3 sections: Balance Sheet Analysis, Cash Flow Analysis, and Summary.
To view the data and explanations, click one of the headings to expand that section.
If multiple valuations have been run for your client, use the date dropdown menu to choose which valuation you would like to view the supporting documentation for.