REQUEST YOUR FREE BUSINESS VALUATION

Do you know what your business is worth?

A realistic and market-based evaluation of your business is key when preparing to sell, acquiring key man insurance, forming an estate, succession planning, preparing for adding or removing a partner, and in the unfortunate situation of divorce or death.  You've undoubtedly worked for years to build your business, Working with a business broker who has your best interests in mind as well as a reality-based valuation process.  We offer a complimentary valuation as the first step toward your endgame, even if you aren’t yet certain what that may be. Lets get started!

CONTACT INFORMATION

*REQUIRED

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COMPANY DESCRIPTION

*REQUIRED

NAICS LOOKUP

Search for classification numbers.

Your NAICS code may be on your tax return. 

FINANCIAL PERFORMANCE

THE FOLLOWING SECTIONS ARE NOT REQUIRED

This part of the form is not required to get a valuation conversation started. It does , however, provide us with the information needed to complete your initial valuation now. Our first conversation would be both an introduction and a review of add-backs and other value builders. By providing the following requests, we speed up the process.

COMPLETE THE FOLLOWING TABLE - OR - UPLOAD FILES

YEAR

 

MONTH END DATE

REVENUE

 

COST OF GOODS

 

EXPENSES

 

NET PROFIT

DEPRECIATION

 

OWNER SALARY

OWNER BENEFITS
 

TAXES FILED?

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TR 2 Filed
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TR 3 Filed
TR 4 Filed

UPLOAD FINANCIALS  DOCUMENTS (secure)

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your interests and expectations.