District of Columbia
Describe the company’s legal structure.
Company Legal Name
Type of entity (corporation, partnership, proprietorship):
Number of common shares authorized:
Number of shares issued and outstanding:
Number of treasury shares:
Briefly describe other types of stock:
Briefly describe the rights of the equity ownership interests described above.
Briefly describe the subject ownership interest to be valued.
List the major stockholders, partners, or owners of the company and their percentage of ownership or number of shares owned.
Name and % Ownership or Number of Shares Owned
Briefly describe how the different ownership interests of other owners affect the value of the subject interest. Also, based on this analysis, does the subject ownership interest exhibit control characteristics?
List all known related parties (that is, subsidiaries, affiliates, or relatives) that the company does business with.
Name and Relationship
List each location maintained by the company and the primary activity at each, that is, executive office, plant, sales office, etc.
Location and Activity
Discuss evolution of (a) product lines, (b) customer base, (c) locations, (d) marketing activities, (e) distribution methods, (f) employees, (g) acquisitions, and (h) ownership.
Other key dates or events in company history.
Continue to information about product and services.