Valuation Form

Date* Date is required.

Business Name* Business Name is required.

Responsible Individual Name*

First Name First Name is required.

Last Name Last Name is required.

Phone Number* Phone Number is required.

Email* Email is required.

What industry is your business in?

What year was your business started?

How many employees does your business have?

How many owners does your business have?

How is your business taxed?

Sole Proprietor (Schedule C Of Your 1040)

Partnership (Files Partnership Form 1065)

S-Corporation (Files IRS Form 1120-S)

C-Corporation (Files IRS Form 1120)

What is your primary interest for performing a business valuation?

I'm considering selling my business

I'm considering buying another business

I'm developing a strategic plan or succession planning

Insurance or risk planning

Other

Can you easily provide us with your tax returns from the last three years?

Yes

Does your business own real estate, rent real estate, or neither?

Owns real estate

Rents real estate owned by someone else

Rents real estate that I own or is owned by another entity that I control

None of the above

How would you describe your business accounting system?

Clean and correct

Messy or non-existent

Something in between

Have you ever performed a business valuation?

Yes

Address

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