Business Valuation Intake Questionnaire

Complete the questionnaire below to help us evaluate your business. Our team will review your information, prepare a valuation, and contact you to discuss next steps. All information is 100% confidential.

General Business Information

WHAT IS THE LEGAL NAME OF THE BUSINESS? *

WHAT IS IT'S STRUCTURE (LLC, CORP, SOLE, ETC)? *

WHERE IS THE BUSINESS LOCATED? (PHYSICAL ADDRESS & SERVICE AREA)

WHAT IS THE PRIMARY INDUSTRY AND NAICS/SIC CODE?

WHEN WAS THE BUSINESS ESTABLISHED?

WHO ARE THE CURRENT OWNERS AND WHAT PERCENTAGE OWNERSHIP DO THEY HOLD?

WHAT IS THE REASON FOR THE SALE OR VALUATION?

Business Operations

WHAT PRODUCTS OR SERVICES DOES THE BUSINESS PROVIDE?

WHO ARE THE KEY PERSONNEL AND WHAT THEIR ROLES?

HOW MANY EMPLOYEES DOES THE BUSINESS HAVE (FT/PT)?

WHAT SYSTEMS, SOFTWARES, OR PROPRIETARY PROCESSES ARE USED IN OPERATIONS?

Financial Information

CAN YOU PROVIDE THE PAST 3 YEARS OF P&L STATEMENTS AND BALANCE SHEETS?

UPLOAD P&L STATEMENTS & BALANCE SHEETS

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PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

ARE THE FINANCIALS PREPARED BY A CPA OR INTERNAL BOOKKEEPER?

WHAT IS THE SELLERS DISCRETIONARY EARNINGS (SDE) OR NET CASH FLOW?

ARE THERE ANY NON-RECURRING OR PERSONAL EXPENSES TO ADJUST?

WHAT IS THE CURRENT DEBT OBLIGATION, IF ANY?

Forecasting & Seasonality

ARE THERE ANY FINANCIAL PROJECTIONS FOR THE NEXT 13 YEARS?

DOES THE BUSINESS EXPERIENCE SEASONAL FLUCTUATIONS IN REVENUE OR PROFIT?

WHAT IS THE EXPECTED GROWTH RATE BASED ON HISTORICAL TRENDS?

Customer & Market Information

WHAT IS THE ESTIMATED FAIR MAREKT VALUE OF EQUIPMENT, INVENTORY, AND FF&E?

ARE ANY LEASES, VEHICLES, OR EQUIPMENT UNDER FINANCING OR LEASES?

ARE THERE OUTSTANDING LIABILITIES OR PENDING LEGAL ACTIONS?

Customer & Market Information

HOW MANY ACTIVE CLIENTS DOES THE BUSINESS SERVE?

IS THE REVENUE DEPENDENT ON A FEW MAJOR CLIENTS?

HOW IS NEW BUSINESS GENERATED (ADVERTISING, REFERRALS, ETC.)?

WHO ARE THE PRIMARY COMPETITORS AND WHAT IS THE MARKET POSITION?

Transaction Details

IS SELLER FINANCING AVAILABLE? IF SO, UNDER WHAT TERMS?

WILL THE SELLER STAY ON FOR TRAINING / TRANISTION? IF SO, FOR HOW LONG?

ARE ANY STAFF EXPECTED TO REMAIN AFTER THE SALE?

IS THE REAL ESTATE INCLUDED OR LEASED