FINANCIAL
/ ECONOMIC ANALYSIS ·
SECURITIES/INVESTMENT ANALYSIS
·
QDRO’S ·
PENSION VALUATIONS
VOIT
ECONOMETRICS GROUP, Inc.
A
Financial & Forensic Economics Advisory Firm
if possible, provide the following:
____
1.
Federal and state tax returns
____ 2. List of subsidiaries and/or financial interest in other
companies and relevant financial statements
____
3.
Fixed asset list and depreciation schedule
____ 4. Any existing buy-sell or corporate redemption agreements
to purchase stock or partnership interest or rights of
first refusal
____
5.
Copies of realty leases
____ 6. Existing contracts (for example, employment contracts,
consulting contracts, covenants not to compete,
supplier or franchise agreements, royalty agreements,
equipment lease or rental contracts, loan agreements, labor
contracts, and employee benefits plans)
____ 7. List of stockholders or partners, showing number of shares
owned or percentage of each partner's interest in
earnings and capital
____
8.
Compensation schedule for owners
____ 9. Schedule of insurance in force (for example, key-man(woman)
life, property and casualty, and liability)
____
10. Budgets
or projections
____
11. Marketing
literature
____
12. Lists
of patents or trademarks or other intangible assets
____ 13. Any appraisals or consultant reports, including real estate,
personal property, machinery and equipment, or
business appraisals
____
14. Pension,
profit-sharing, or stock options
____
15. Copies
of business or personal loan applications
____ 16. Contingent or off-balance-sheet assets or liabilities (for
example, pending lawsuits, compliance agreements,
and
warranties).