Finance Mergers & Acquisitions Asset Evaluation Form
Ensure accurate and detailed information is provided in each section, including essential details about the target company and its financial statements. Check appropriate check boxes whenever necessary.
TRANSACTION DETAILS
Transaction Name: [Acquisition Deal]
Transaction Date: [March 10, 2054]
Transaction Value: [$75,000,000]
TARGET COMPANY INFORMATION
Company Name: [Target Company Name]
Industry: [Target Company Industry]
Location: [Target Company Location]
Website: [Target Company Website]
FINANCIAL STATEMENTS
Balance Sheet
Assets | Amount |
Current Assets | $30,000,000 |
- Cash and Equivalents | |
- Accounts Receivable | |
- Inventory | |
Non-Current Assets | |
- Property, Plant & Equipment | |
- Intangible Assets | |
Total Assets | |
Liabilities and Equity
Liabilities | Amount |
Current Liabilities | $20,000,000 |
- Short-term Debt | |
- Accounts Payable | |
- Accrued Liabilities | |
Long-term Debt | |
Equity | |
Total Liabilities & Equity | |
Income Statement
Aspect | Amount |
Revenue | $35,000,000 |
- Software Sales | |
- Service Contracts | |
Expenses | |
- Operating Expenses | |
- Cost of Goods Sold | |
Profit | |
Cash Flow Statement
Cash Flows | Amount |
Cash Inflows | $18,000,000 |
- Operating Activities | |
- Investing Activities | |
- Financing Activities | |
Cash Outflows | |
Net Cash Flow | |
ASSET VALUATION
Tangible Assets
Intangible Assets
RISK EVALUATION
Financial Risks
Operational Risks
PROJECTIONS AND FORECASTS
Aspect | Details |
Future Revenue Projections | [$45,000,000 by 2026] |
Forecasted Expenses | [$28,000,000 by 2026] |
Profit Margin | [15%] |
Capital Expenditure Forecast | [$5,000,000] |
Return on Investment (ROI) | [20%] |
LEGAL AND COMPLIANCE REVIEW
Compliance Aspect | Details |
Legal Compliance | [Up to date with regulations.] |
Ongoing Legal Issues | [None] |
Compliance with Industry Standards | [Yes] |
Regulatory Compliance | [Fully compliant] |
Intellectual Property Compliance | [All IP properly documented] |
SYNERGY ASSESSMENT
Synergy Type | Active | In Progress | Planned | Not Applicable | Deferred |
Cost Synergies | | | | | |
Revenue Synergies | | | | | |
Operational Synergies | | | | | |
Strategic Synergies | | | | | |
Cultural Synergies | | | | | |
REVIEWER'S NOTES
[Overall, positive financial health and strategic fit for our organization.]
REVIEWER/EVALUATOR DETAILS
Reviewer | Position | Date of Evaluation |
[Reviewer Name] | [Position] | [MM/DD/YYYY] |
