Client Portal

Submit Your Valuation Request

Complete the two simple steps below and we'll deliver your comprehensive valuation report within 7 business days. You only pay after you receive your report.

Option A: Fill Out the Form Online

Complete our questionnaire directly on this page. Your progress is saved automatically as you type.

Option B: Download, Complete & Upload

Download our form, fill it in at your own pace, then upload it in Step 2 below.

Download Information Form (DOC)

What to upload:

Information Form (if completed offline)

Tax Returns — 2-3 most recent years (only 1 year needed for 401k compliance)

Financial Statements — Balance Sheet & Profit/Loss (current year-to-date + prior years)

Optional: Accounts receivable/payable aging, fixed asset list, lease or loan agreements

Valuation Questionnaire

Complete the fields below. All information is kept strictly confidential. Fields marked * are required.

Company Information

Company Name *

DBA or Trade Name

Company's Primary Address *

Company Website

SIC/NAICS Code

Owner/Contact Name *

Owner/Contact Phone *

Email(s) for Contact Purposes *

Type of Entity *

If corporation, number of shares outstanding

When was the Company founded?

When did the current ownership acquire the Company?

Business Description

Describe the Company's principal business activity *

Are there any intangible assets (patents, trademarks, licenses, franchises, IP)? Please explain.

What are the Strengths and Weaknesses of the Company?

Given additional resources, what is the best way to grow the Company?

Valuation Purpose

Purpose of valuation? *

Number of shares or % of interest to be valued

401(k) Third Party Administrator & Name of Plan

Ownership

List all owners with their ownership percentage, position/daily responsibility, and compensation (for the last 3 years, excluding dividends).

Operations

Is there absentee management?

How many employees? (Total, Full-Time, Part-Time)

What job function does the owner perform on a daily basis?

Are sales seasonal or cyclical? If yes, explain.

What is the gross revenue forecast for the current year and for the next 2 years (or % of growth)?

What are the NET earnings estimates for the current year and next 2 years?

Financial Adjustments

Are accounts receivable part of the transaction?

What percentage of Accounts Receivable are doubtful?

What would be the current cost to replace furniture, fixtures and equipment, less an allowance for time in service?

What would be a reasonable compensation for the work you perform? The general idea is to substitute the cost of hiring a non-owner employee to perform the same function.

Are there personal expenses run through the business (travel, vacation home, etc.) or non-recurring expenses not necessary for core operations? If yes, please describe.

Concerning Your Facility

Is the building leased?

Is it owned by a related party?

Monthly rent

Lease expiration date

Submit Your Valuation Request

Tell Us About Your Business

Option A: Fill Out the Form Online

Option B: Download, Complete & Upload

Upload Your Financial Documents

Valuation Questionnaire

Uploaded Documents

Select Your Service

Submission Confirmed!