Here are the steps and financial data you’ll need
1. Your company’s annual income statement and balance sheet. These audited results are found in your most recent
10-K form filed with the Securities and Exchange Commission. If your company is private, you will have to request the information from your chief financial officer.
2. You’ll also need access to either a subscription service such as Standard & Poor’s or a free service such as MSN Money to get the anticipated shareholder rate of return.