Business Valuation Questionnaire

Instructions: This form covers the data typically needed to obtain an understanding of the Company being valued and its industry. This information may be obtained through reviewing Company documents and interviewing Company personnel. The questions have been grouped into sections. You may complete only those sections that apply.

Please document the requested information in the spaces provided with as much detail as possible. It is critical to the valuation process that you provide complete and detailed answers. Attach additional sheets if necessary. If the question asked is not relevant to your specific Company, write N/A in that space.

Our first step in this process will be to review your answers for completeness. Incomplete answers will increase the cost of the valuation process since they will result in follow-up letters and interviews to obtain the necessary details.

Company Name:*

Person completing this form:*

Date completed:*

Company's legal name:*

Type of entity:*

Date of formation:*

Indicate the industry and the SIC code(s):*

How many shares are issued, authorized and outstanding?*

Please provide a detailed narrative of the company's history and background. Begin with how the company began and describe how it got to where it is today?*

Discuss the evolution of the products and services.*

Describe the customer base. Please include narrative about typical customers, why they do business with the company and their geographic area.*

Describe each office location. Include the address, description of the space, whether owned or rented, square footage and any expansion options.*

What is the annual rental expense?*

What is the market level rent for similar space in the same area?*

List all related parties the company does business with (affiliates, subsidiaries or relatives).*

Have there ever been offers to purchase the company, whether formal or informal, at any time? Please describe any such offers.*

Describe the company's products or services. Please list each along with a detailed description. For each item listed, include your best estimate of its percentage of total revenues. *

How are the company's products or services used by customers?*

Describe a typical customer and why they do business with the company?*

Are their plans to remove or cut back on existing products or services?*

Describe industry trends that may impact products or services?*

Describe the company's competition in the marketplace?*

List the company's competitive strengths? List a minimum of three. These should be reasons prospective customers chose the company over its competitors.*

List the company's competitive weaknesses? List a minimum of three. These should be reasons prospective customers may chose the competition.*

Describe what managements perceives as opportunities it may capitalize on in the next 3-5 years. List a minimum of three.*

Describe any threats management believes may negatively impact the company's success in the next 3-5 years. List a minimum of three.*

Who are the company's major competitors ? Please list them along with their locations.*

How many employees does the company have?*

How many independent contractors does the company use?*

For each owner, shareholder or partner, please list their name, job title, and job responsibilities (including the estimated percentage of time allocated to each job responsibility)*

Please state if the company has any key individuals without whom the company would be negatively impacted.*

Discuss the basis of compensation for each of the owners, shareholders or partners including base pay and bonuses.*

Describe the perks each of the owners, shareholders and partners and shareholders receive from the company including - vehicles, travel, meals, entertainment and personal expenses of any kind paid by the company.*

Describe the employee compensation package including benefits such as health insurance, life insurance, retirement plans and any other employee benefits.*

Please state what accounting software is utilized. If it is Quickbooks, indicate if it is the desktop version or the online version.*

Describe any personal expenses paid by the business for any of its owners. Please list the amount and description of each item for the past three years.*

Describe any non-recurring expenses paid by the business. Please list the amount and description of each item for the past three years. a question*

Describe the condition of the company's equipment. Are significant repairs or replacement needed?*

What is management's estimate of average annual capital expenditures going forward?*

Describe and list any non-operating assets.*

Please detail any other information you believe is important for us to know relating to the value of the business.*

Use the link below to upload additional information.

Business Valuation Questionnaire

Company Background

Products or Services

Competition

Management and Personnel

Financial

Other Information