Secure Document Upload
This secure portal allows clients of The Deal Team - Powered by Peterson Acquisitions to upload financial documents required for a cash flow and market price analysis—confidentially and efficiently.
Documents Requested
Please upload the following documents:
Previous 3 years: Tax Returns
(full returns including all schedules)
Year-To-Date: Profit & Loss Statement
Year-To-Date: Balance Sheet
List of owner discretionary expenses/perks
(if available)
Which Advisor are you working with?
Please Select
Tim Weinhold
Ken Ernewein
Betty Gales
Aaron Babaa
Alisha Kaiser
Robin McIntire
Michael Moore
Unsure/Other
Your Name
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First Name
Last Name
Business Name
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Email Address
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example@example.com
File Upload
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