To help your practice valuator determine an accurate estimate, you will need to show detailed practice information. Typically, a valuation professional will want to see: Three to five years of financial statements, plus current year-to-date, including income statement, balance sheet, and cash flows Five years of new patient flow, collections, and production Insurance and billing information Accountant prepared statements (if available) The number of active and inactive patients  A list of all your equipment and fixtures that will be included in the sale with the date of purchase, the price paid, maintenance or repair records, and depreciation schedule Depreciation schedule for equipment Five years of tax returns Mortgage and appraisal OR or current lease  Organization chart by role and employee Location and demographic information Any marketing materials (website, brochures) Download our free checklist to help you gather documents pertaining to your practice finances, practice statistics, and practice assets.