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All CollectionsValerStep 2: Input Financials - Creating Your Financial Projections
What historical financial information is actually required?
What historical financial information is actually required?

Valuation | Financials | Historical periods

Wendy Canady avatar
Written by Wendy Canady
Updated over 2 years ago

To maximize the value of your business and protect yourself from an undervalued exit or sale, it's critical to have accurate and fresh company information.

If you have historical financial information, you should definitely enter any historical profit & loss statement data you have down to the EBITDA line (so at least populate include Revenue, Cost of sales, and Operating & other expenses for historical periods).

The remaining historical data may not directly impact your valuation results, but it can be useful to input to generate a more comprehensive report.


See our Glossary for additional information related to the financial terminology in this article and throughout our Help Center.

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