Valuation Improvement Plan Template
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;
- Litigation; and
- Monitoring and improving the company’s performance.