Pratt’s Document Request Checklist Stands the Test of Time

Business Valuation UpdateVol. 28 No. 12
December 2022
practice management and growth
practice management, valuation engagement


The new sixth edition of Shannon Pratt’s Valuing a Business does not only contain a great deal of valuation concepts, but also includes some very practical advice and tools. One such tool that has endured is a checklist for an initial request for documents. The list has some minor updates, but it is essentially the same as the one Pratt included in prior editions.