Valer

Run custom valuation reports

Wendy Canady avatar Muiread Heffernan avatar Camron Simione avatar +1
61 articles in this collection
Written by Wendy Canady, Muiread Heffernan, Camron Simione and 1 other
Step 2: Input Financials - Creating Your Financial Projections

Step 2: Input Financials

Valuation | Get Started | Input Financials
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Written by Wendy Canady
Updated over a week ago

How do I generate an Excel template?

Valuation | Input financials | Upload via spreadsheet
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Written by Wendy Canady
Updated over a week ago

Do I enter the financial projections data by fiscal year or by calendar year?

Valuation | Financial projections
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Written by Wendy Canady
Updated over a week ago

Where do I learn more about the line items asked about in the financial projections input template?

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Written by Wendy Canady
Updated over a week ago

How are my financial projections used in the valuation?

Valuation | Financial projections
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Written by Wendy Canady
Updated over a week ago

What sign convention do I use to enter the requested financial information?

Valuation | Financials
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Written by Wendy Canady
Updated over a week ago

What do I do if my company’s financials contain line items that are not shown in the financial projections input template?

Valuation | Financials | Projections | Upload via Excel
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Written by Wendy Canady
Updated over a week ago

Why doesn’t Valer ask for the company’s net income?

Valuation | Financials
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Written by Wendy Canady
Updated over a week ago

What should I enter as the normalized tax rate?

Valuation | Financials | Tax rate
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Written by Wendy Canady
Updated over a week ago

What happens if the company I am valuing is not yet profitable?

Valuation | Financials | Revenue
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Written by Wendy Canady
Updated over a week ago

What happens if the company I am valuing is pre-revenue?

Valuation | Financials | Revenue
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Written by Wendy Canady
Updated over a week ago

What historical financial information is actually required?

Valuation | Financials | Historical periods
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Written by Wendy Canady
Updated over a week ago

What do I select for the stub period date and valuation date?

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Written by Wendy Canady
Updated over a week ago

What is the “stub period"?

Valuation | Financials
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Written by Wendy Canady
Updated over a week ago

What does selecting the “units for financials” impact?

Valuation | Financials
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Written by Wendy Canady
Updated over a week ago

How should I formulate my financial projections?

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Written by Camron Simione
Updated over a week ago