Assessment and Evaluation

Are you interested in finding out what your business may be worth before considering a sale? If so, we can help. Contact us, and one of our experienced associates will assist you in determining the value of your specific business.

Or, you can fill out our Business Evaluation Form below, and we’ll get back to you promptly to discuss your business with you in more detail. As always, all consultations with us will be held in the strictest of confidence, are free of charge, and you are under no obligation to work with us should you not choose to utilize our service further.

Business Valuation Request

General Information
Products or Services
Competition
Operations
Management
Financial
Summary

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Name *

First

Last *

Last

Email Address *

Phone Number *

Primary

Alt. Phone

Secondary

Mailing Address *

Mailing Address

Street Address

Apartment/Building/Suite #

City

State/Province

Zip/Postal

Company Background

Describe the company’s legal structure.

Company Legal Name

Type of entity (corporation, partnership, proprietorship):

For Corporations

State incorporated:

Date of incorporation or formation:

Number of common shares authorized:

Par value:

Number of shares issued and outstanding:

Number of treasury shares:

Briefly describe other types of stock:

Briefly describe the rights of the equity ownership interests described above.

Briefly describe the subject ownership interest to be valued.

List the major stockholders, partners, or owners of the company and their percentage of ownership or number of shares owned.

Name and % Ownership or Number of Shares Owned

Briefly describe how the different ownership interests of other owners affect the value of the subject interest. Also, based on this analysis, does the subject ownership interest exhibit control characteristics?

List all known related parties (that is, subsidiaries, affiliates, or relatives) that the company does business with.

Name and Relationship

List each location maintained by the company and the primary activity at each, that is, executive office, plant, sales office, etc.

Location and Activity

Discuss evolution of (a) product lines, (b) customer base, (c) locations, (d) marketing activities, (e) distribution methods, (f) employees, (g) acquisitions, and (h) ownership.

Other key dates or events in company history.

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