Business Evaluation Template


A business evaluation template is a document which serves as a guide to the framing of a business evaluation report. A business evaluation is often necessary and desired as it helps to assess the current status of a business venture while providing a blueprint for necessary steps that may be taken. Hence a business evaluation template must be clear and unambiguous.

Sample Business Evaluation Template

Nature of business evaluated: _____________________________ [Mention the kind of business being evaluated]

Business evaluation commissioned by: ______________________________ [Mention the organization or company commissioning such a business evaluation]

Date of submission of business evaluation report: _________________________ [Mention the appropriate date]

Business evaluation conducted by: ____________________________________ [Provide the name of the organization or department conducting the business evaluation. Mention the names of chief members]

Purpose of business evaluation:

  • Purpose 1: _________________________________
  • Purpose 2: _________________________________
  • Purpose 3: _________________________________ [Enlist the benefits that will be accrued through this business evaluation]

Techniques used for business evaluation:

  • Technique 1: ___________________________
  • Technique 2: ___________________________
  • Technique 3: ____________________________ [Mention the methods of evaluation adopted in this business evaluation]

Factors considered in business evaluation:

  • Nature of business: _________________________
  • Cash flow: ________________________________
  • Status of company: _________________________
  • Liquidity: __________________________________
  • Solvency: __________________________________
  • Investors: ___________________________________
  • Past performance ______________________________
  • Present performance: ____________________________ [Mention how each of these factors affected the business evaluation]

Business evaluation report compiled by: _____________________________ [Provide the relevant detail]

For more information please contact: _______________________________ [Provide the relevant contact detail]

Please see the enclosed document for more details on the result obtained. Graphs are attached to the same.

Download Business Evaluation Template

Category: Business Evaluation

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