Business Valuation Form

MAKE SURE THE DOCUMENTS YOU SHARED DON'T INCLUDE ANY PRIVATE INFORMATION

Please Provide:

1. Complete financial statements, including all notes and supplementary schedules, for the five most recent year-ends for the Company.
2. Copies of the Company’s corporate income tax returns for the past three years.
3. Copies of the most recent year-to-date interim financial statement for the Company and the financial statement for the same period ending in the prior year.
4. Copies of the Company’s long and short-term budgets completed during the last three years.
5. Copies of the Company’s current business plan or financial forecasts, if any.
6. Copies of the most recent fixed asset listing (depreciation schedule) for the Company.

MAKE SURE THE DOCUMENTS YOU SHARED DON'T INCLUDE ANY PRIVATE INFORMATION

Please Provide If Exist:

1. Copy of lease(s) for facilities from which the Company operates, if any.
2. Copies of recent appraisals of real estate and of equipment owned or leased by the Company.
3. Copies of the most recent property tax bills for real estate and personal property owned by  the Company showing the estimated fair market value of this property.
4. Summary of corporate-owned life insurance policies (e.g., face amount, insured, beneficiary,cash surrender value), if any

MAKE SURE THE DOCUMENTS YOU SHARED DON'T INCLUDE ANY PRIVATE INFORMATION

Please Provide If Exist:

1. Schedule of all the Company equity transactions and the value of equity acquired or sold.
2. Copies of all independent equity valuation reports completed during the last five years.
3. Copies of all agreements between the Company and its equity holders or among the Company's equity holders that restrict or facilitate the transfer of equity in the Company.
4. Copies of all agreements granting anyone options or other rights in the Company’s equity.