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

• Property

• Equipment

• Inventory

• Land

• Vehicles

• Buildings

• Other (pls. Specify): ________________

Intangible Assets

• Patents

• Trademarks

• Goodwill

• Intellectual Property

• Software

RISK EVALUATION

Financial Risks

• Currency Exchange Fluctuations

• Interest Rate Volatility

• Market Price Risk

• Credit Risk

• Liquidity Risk

• Inflation Risk

Operational Risks

• Supply Chain Disruptions

• Regulatory Compliance

• Cybersecurity Threats

• Operational Efficiency

• Technology Risks

• Human Resource 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

1. [Overall, positive financial health and strategic fit for our organization.]

REVIEWER/EVALUATOR DETAILS

Reviewer	Position	Date of Evaluation
[Reviewer Name]	[Position]	[MM/DD/YYYY]