Can we do a business valuation before year-end? Or do we have to wait for the audited financial statements?

As the year comes to a close, we often get this question from clients who want to start a valuation but aren’t sure if they should wait until the new financials are ready.

The short answer is no — you don’t have to wait.

What we usually need are:

• The latest financial statements for the past 3 years (or fewer if the company is younger), and
• The latest quarter’s financials.

If it’s a listed company, we’ll need the reviewed quarterly statements.
If it’s a non-listed company, then the latest internal reports will do — including revenue, cost, selling & admin expenses, and year-to-date net profit.

Yes, even though the internal reports aren’t audited, they still help us understand how the business is performing this year — and that’s enough for us to start the valuation process.

So if you’ve been holding off until your accountant closes the books, you don’t need to.
📆 Valuation can start now.

If you’re planning a business valuation before year-end — now’s a good time to start.
💬 Message us to learn what documents you need and how we can help.

#ORNA #BusinessValuation #DCF #Consult