Proposal for the Acquisition

23105 Words93 Pages
Proposal for the Acquisition of
Sample Industries, Inc.

Prepared for:
Timothy Jones, CEO
ABC Actuarial, Inc.

Prepared by:
John Smith, CPA
ACME Valuation Services, LLP
500 North Michigan, Ave.
Chicago, IL 60600

The information contained herein is of a confidential nature and is intended for the exclusive use of the persons or firm for whom it was prepared. Reproduction, publication or dissemination of all or portions hereof may not be made without prior approval from ACME Valuation Services, LLP.

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How This Report Was
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EXECUTIVE SUMMARY

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ASSUMPTIONS AND LIMITING CONDITIONS

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EXTERNAL SOURCES OF INFORMATION

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INTERNAL SOURCES OF INFORMATION

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COMPANY BACKGROUND
Company Identification
Nature and History of the Company
Stock Classes and Ownership
Management Team
Product and Service Information
Market Data and Analysis/Competition
Governmental or Regulatory Environment
Key Customers and Suppliers
Marketing Strategy
Business Risks
Current Operations
Company Expectations
Other Observations

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NATIONAL ECONOMIC AND INDUSTRY CONDITIONS
General Economic Conditions and Outlook
Industry Conditions and Outlook

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HISTORICAL AND NORMALIZED FINANCIAL STATEMENTS
Summary Historical Income Statements
Income Statement Adjustments
Normalized Historical Income Statements
Summary Historical Balance Sheets
Balance Sheet Adjustments
Normalized Historical Balance Sheets
Summary Historical Statements of Cash Flows
Normalized Earnings and Net Cash Flow Summary
Normalized Interim Financial Statements

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ANALYSIS OF HISTORIC FINANCIAL STATEMENTS
Business Common-Size Financial Statements
Business vs. Industry Common-Size Financial Statements
Business Financial Ratio Analysis
Business vs. Industry Financial Ratio Comparison

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VALUATION OF SAMPLE INDUSTRIES, INC.
Overview of Valuation
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