Peer Selection Checklist for Company Valuation

This document is a checklist designed for practitioners involved in company valuation, specifically focusing on the peer selection method. It outlines the process of selecting peer companies that share similar characteristics with the target company, which is essential for deriving accurate valuation assumptions. The checklist emphasizes the importance of understanding the target company's market positioning, operations, and industry landscape. It provides a structured approach to assess various factors, including product offerings, revenue drivers, competitive advantages, and financial health. Additionally, the document highlights the necessity of adapting the peer group based on evolving market conditions and encourages users to document their rationale for peer selection. The checklist serves as a foundational tool, guiding users through the complexities of peer selection while acknowledging the unique nature of each valuation scenario. It is intended to complement professional financial advice and should be tailored to fit specific valuation needs.