OnMark Business Valuation Intake Form-Rockfish

OnMark Business Valuation Intake Form-Rockfish
Business Snapshot
Legal Business Name
DBA (if different)
Business Structure?

Sole ProprietorshipPartnershipLLCCorporation
State of Incorporation?
Business Start Date?
Primary Business Address?
Website URL (if available)
Owner & Contact Info
Your Name & Title?
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Financial Snapshot

We use this information to deliver the most accurate valuation possible. Don’t worry — nothing is shared without your permission.
Percentage of Ownership
Are there other owners or partners?

YesNo
If other partners, what percentage
What industry does your business operate in?
Briefly describe what your business does?
How many full time employees does your business have?
How many part-time or 1099 contractors?
What geographic area(s) do you serve?
Annual Gross Revenue (Last 12 Months)?
Net Profit (Last 12 Months)?
This helps us calculate a valuation that reflects your current cash flow.
Estimated Monthly Revenue?
This helps us calculate a valuation that reflects your current cash flow.
Any major assets or real estate owned by the business?
Outstanding business debts or loans?
This helps us calculate a valuation that reflects your current cash flow.
Do you currently use an accountant or bookkeeper?
Valuation Purpose
What do you need a valuation for?

Exit PlanningSBA Loan or FinancingInvestor Pitch / Equity RaiseM&A Deal (Buying or Selling)Strategic Growth Planningother (please explain)
Are you currently speaking with any lenders, investors, or buyers?
Do you have any of the following documents available? (Check all that apply)

Last 2-3 years tax returnsProfit & loss statementBalance sheetBusiness debt scheduleInvestor pitch deckNone yet - I need help gathering them
Thanks for sharing this information. We’ll only use it to complete your valuation and provide guidance. It won’t be shared without your consent.
Upload any available business documents (optional).

This helps us calculate a valuation that reflects your current cash flow.
Cancelof
When would you like to begin your valuation process?

ASAPWithin 1-2 weeksWithin a monthJust exploring for now
How involved would you like us to be?

Basic Valuation ReportValuation + Strategic ConsultingFull-service Exit Prep / Deal Support
Consent & Signature

I understand this is a confidential consultation and agree to be contacted by Rockfish Management or OnMark Valuations.I consent to receive emails and texts for follow-up.
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OnMark Business Valuation Intake Form-Rockfish

Business Snapshot

Owner & Contact Info

Financial Snapshot

Valuation Purpose

Thanks for sharing this information. We’ll only use it to complete your valuation and provide guidance. It won’t be shared without your consent.