FIN.5:7 - Conformance Checklist

Do the claim, currency, inflation, tax and timing bases match? Can another analyst recover how the risk inputs and financing weights were obtained? Does a peer comparison separate operating from financing risk using its own debt policy? Does the target calculation use the target’s policy and tax-shield risk? Is the tax benefit usable under the assumed conditions? Do plausible changes alter the valuation or next action? Can the reader distinguish the estimated investor return, management’s chosen acceptance minimum and the terms of a borrowing offer?