Valuation Service Request Form
Provide our team with some basic information and we'll contact you to discuss our process and pricing.
Date
*
-
Month
-
Day
Year
Date
Business Name
*
Responsible Individual Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
What industry is your business in?
*
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 Proprietorship (Sch. C of your 1040)
Partnership (files IRS Form 1065)
S-Corporation (files IRS Form 1120-S)
C-Corporation (files IRS Form 1120)
What is the primary reason for your interest in Business Valuation services?
*
I'm considering selling my business
I'm considering purchasing a business
I'm doing strategic planning or succession planning
I'm doing insurance & risk planning
Something else
Can you easily provide us with your last three years' tax returns?
*
Yes
No
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 that is owned by another entity 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 had a business valuation for your business before?
*
Yes
No
Submit
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