Valuation Service Request Form

Valuation Service Request Form

Provide our team with some basic information and we'll contact you to discuss our process and pricing.
Date*

MonthDayYear
Date
Business Name*
Responsible Individual Name*

First NameLast 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 businessI'm considering purchasing a businessI'm doing strategic planning or succession planningI'm doing insurance & risk planningSomething else
Can you easily provide us with your last three years' tax returns?*

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

Owns real estateRents real estate owned by someone elseRents real estate that I own, or that is owned by another entity I controlNone of the above
How would you describe your business' accounting system?*

Clean and correctMessy or non-existentSomething in between
Have you ever had a business valuation for your business before?*

YesNo
Should be Empty: