| • | Company Tab |
| • | Biographies Tab |
| • | Valuation Tab (Individual constituents, not organizations) |
| • | Ownership Tab |
|
Field Name |
Field Explanation |
|
Source |
Source of the business ownership information. |
|
Company |
Name of the company associated with the constituent. |
|
Trade name |
Also known as the business name, the trade name is the name under which a business trades for commercial purposes. |
|
Description |
Company’s primary line of business. |
|
Company address information |
Company’s address information. |
| Year started | Year the company started. |
| # of employees | Number of individuals employed by the company. |
|
Held |
Identifies the company as privately or publicly held. |
|
Phone |
Company’s telephone number. |
|
Mailing address |
The address used for business mail. |
|
Name |
Name of owner (individual constituents only). |
|
Job title |
Title in company (individual constituents only). |
|
% ownership |
What percentage of the company this constituent owns. |
|
Ownership value |
Monetary value associated with this constituent’s ownership. |
|
Home address |
Owner’s home address (individual constituents only). |
|
Year of birth |
Owner’s birth date (individual constituents only). |
|
Gender |
Owner’s gender (individual constituents only). |
This tab houses biographical information about key officers in the company.
|
Field Name |
Field Explanation |
|
DUNS |
The D&B DUNS number is a unique nine-digit identification sequence that provides unique identifiers of single business entities. |
| SIC code used |
The SIC code used in the Valuation. The application searches all six codes and the first code located with a corresponding Ratio is used in determining the Valuation entry. For example, if SIC code 1 has a 0.00 Ratio and SIC code 2 a 0.789 Ratio, SIC code 2 is used. |
|
Sales |
Annual sales as reported by the company. |
|
Ratio used |
The ratio used in the Valuation. The application searches all Ratio columns and the first column located with an entry is used in determining the Valuation entry. |
|
Valuation |
A calculation that takes the Sales information from the D&B record multiplied by the IBA Market data ratio for privately held companies. The application looks at each Ratio column available for the business record, and selects the first column with a valid entry. This entry is used to determine the valuation. |
|
SIC Code/Ratio |
Standard Industrial Classification (SIC) codes are four digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment. The first two digits of the code identify the major industry group, the third digit identifies the industry group and the fourth digit identifies the industry. |
Note: SIC Code, calculated average Price/Revenue Ratio and calculated average Discretionary Earnings to Revenue Ratio, both based on IBA Market data ©. This material is used by permission of the Institute of Business Appraisers.
This tab lists any other owners of the business along with their Name, % ownership and Ownership value. It also displays any notes about the ownership.