PDQ Value™ Sample Valuation Report - sample financial report format excel

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Business Valuation of
Sample Industries, Inc.
As of June 30, 2008
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.
This sample valuation report was generated using PDQ Value TM and the Financial Report BuilderTM.
For more information call MoneySoft at (800) 966-7797. Note: this footer is fully customizable.
How This Report Was Generated
This report is a sample of the type of comprehensive valuation that you can quickly create with MoneySoft's
PDQ Value TM and Financial Report BuilderTM enhancement.
PDQ Value was used to analyze the company, adjust and recast the historic financial statements, create
projections and perform the valuation on the subject company. The Financial Report Builder was then used
to automatically create and format the valuation report as a Microsoft Word document!
If this were a "live case," descriptive text would be added about the company, its markets, management and
staffing, capabilities and operations, developing trends, and future prospects of the company. In addition, the
rationale for adjustments and projection assumptions would also be included in the presentation.
An Overview of the Scenario
In this sample case, the valuator has been engaged to estimate the fair market value of 100% of the commons
stock of Sample Industries, Inc., a manufacturer of sporting goods and related equipment.
The purpose of the valuation is estate and succession planning with a focus on the future transfer of
ownership of the entire company to specified family members.
The names and numbers used in this sample report are fictitious. Any similarity to the names or information
of actual companies is strictly coincidental.
A note about the colors used in this sample report:
As you review this sample report, you will notice that there are values inserted directly into narrative
paragraphs. All of these value insertions take on the text color of the surrounding text in the paragraph, i.e.,
black. You will also notice that some of the text is blue, dark red and magenta. The significance of each of
these colors is as follows:
? Blue is used whenever the Report Builder creates a table that has a fixed width.
? Tables with variable widths (dependent upon the number of years/periods selected) are indicated in
dark red.
? Non-printable comments are indicated in magenta.
This sample valuation report was generated using PDQ Value TM and the Financial Report BuilderTM.
For more information call MoneySoft at (800) 966-7797. Note: this footer is fully customizable.


How to generate payroll summary reports in Excel? Overview In the Accounting menu, select Reports. Under Payroll, click Payroll Employee Summary. In the Employees field, you can choose to show All employees or a specific employee. In the Date Range field, select a period or choose Select Date Range to set a specific period. ... Click Update to run the report.

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