Business Valuation Intake Survey
Confidentially share your business details to receive a complimentary valuation and expert advice on selling your company.
Full name
*
First Name
Last Name
Private email address (not read by any employee)
*
example@example.com
Cell phone number
Please enter a valid phone number.
Name of your business
*
What has you considering selling your business?
When would you like to have your business hit the market?
How important are the following factors to achieving 'Top Dollar' for your business?
Most Important
Very Important
Moderately Important
Least Important
Current market demand/conditions
Business profitability (SDE)
Strength of management team
Transferability/scalability of operations
What is the total revenue for the year so far?
*
What was the total revenue for the previous year?
*
What percentage of your business has recurring revenue?
What is the value of the business assets included in the sale?
What is the wholesale value of any inventory included in the sale of your business?
Seller's Discretionary Earnings (SDE) for the last twelve months. Please include: profit shown on tax return, full-time owner's salary/compensation, personal 'add-backs' or discretionary expenses, interest, depreciation, and amortization (do not include expenses needed for a new owner).
Do you currently have a formal, written business plan or exit strategy in place?
Yes, a detailed plan
Yes, a basic outline
No, but I have a verbal plan
No
What do you love most about your business?
What is the biggest challenge faced by your business?
Tell us about the management in place and if they would like to stay after a sale.
How would you prefer to provide supporting documents?
*
I will upload them here.
I will email them to David@SDBiz.com
I would like for you to send me a reverse NDA first with the email provided above.
Upload supporting documents (last 3 years tax returns, YTD P&L, applicable leases or real estate asset list)
Upload a File
Drag and drop files here
Choose a file
Cancel
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On a scale of 1 to 5, how confident are you in the accuracy of the financial information provided (Revenue and SDE)?
Not confident
1
2
3
4
Extremely confident (Audited/Verified)
5
1 is Not confident, 5 is Extremely confident (Audited/Verified)
What questions do you have about positioning your business to sell for the best possible terms and with the least amount of stress?
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