The Valuation Improvement Plan Template should be completed by the CFO using input from Top Management and other affected Managers through the valuation review and the valuation history. The RC1020-2 VALUATION IMPROVEMENT PLAN should focus on meeting valuation targets and multiplier targets.
Top Management should approve the Valuation Improvement Plan Template. The company should implement the RC1020-2 VALUATION IMPROVEMENT PLAN, in order to make improvements necessary to meet valuation targets for the next scheduled valuation.
Keep in mind, the reason for conducting a valuation shall be a major determining factor in selecting the valuation method. Reasons for valuations include:
Obtaining financing and raising capital (including stock offerings);
Buying, selling, or succession;
Monitoring and improving the company’s performance.