Downloads
Free downloads
Checklists, templates and worksheets to use with clients. No email address needed. Share them freely with the Valuo credit left in place.
Business valuation preparation pack
Document checklists by business type and a briefing template that an owner completes with their accountant before a valuation starts. Free, no email needed.
Earnings normalisation workbook (Excel)
The editable Excel version of the earnings normalisation worksheet: three years, every adjustment with an evidence column, formulas visible.