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The first pages of the Business Valuation Report template

Business Valuation Report

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Difficulty
Beginner
Updated
November 4, 2026

Every page (8)

Overview

Owners and boards often negotiate, sell or raise money with a single number nobody can defend. This company valuation template gives you a supported range instead. It is organised as a cover, a purpose page, a business overview, a methods page, a DCF page with a football field style summary, a comparables page, a conclusion and a short guide.

The sample values a fictional engineering firm, Tarn Hill Precision Ltd, at £19M to £23M with a midpoint of £21M, using normalised EBITDA of £3.2M. Replace the company, the adjustments, the WACC and growth assumptions, and the comparables with your own, and delete any page that does not match your purpose.

Useful for

  • An owner preparing to sell who needs a reasoned range before talking to buyers
  • A board agreeing the value of a share buy-back or a partner exit
  • An adviser issuing a caveated valuation with visible assumptions to a client

What's included

  • A cover with valuation date, client and adviser
  • A purpose page with standard of value, key figures and earnings adjustments
  • A business overview with normalised financial performance and limitations
  • A methods page with the valuation process and how the three methods reconcile
  • A DCF page with cash flow chart, value split and sensitivity table
  • A comparables page, a conclusion and a make-it-yours guide

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    State your purpose, valuation date and standard of value on the second page, then enter your normalised earnings and each adjustment.

  3. 3

    Replace the comparables with companies that match your size and business model, and enter your own WACC and terminal growth.

  4. 4

    Update the conclusion range so it matches the three methods, and keep the limitations that apply.

  5. 5

    Delete the guide page, then share the report or present it.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Why does the report give a range and not one number?

Each method rests on assumptions, so the honest output is a range. The report shows the low, base and high cases and explains how they were reconciled.

Can I use this as a formal valuation?

It is a sample layout, not advice. Have a qualified valuer review any report before you rely on it for a sale, tax or dispute.

Is the sample content real?

No. Alderbrook Capital, Tarn Hill Precision Ltd, the people and every figure are fictional and made up for the example. Replace them with your own.

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  • #company-valuation
  • #dcf
  • #comparables
  • #football-field
  • #google-docs
  • #valuation-template

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