Valuation Questionnaire

Share a Few Details

The following questionnaire will help us understand your business, objectives, and timeline so we can recommend the valuation approach best suited to your goals. Please take a few moments to complete the form below. Your responses will help us provide accurate, personalized guidance.

ever is How

Name

First

Last

Phone

Which best describes you?

What is the primary purpose of your report?

How many legal business entities need to be valued?

What is the approximate annual revenue of the business?

Does the business own the land or building where it operates?

If the business doesn’t own the property, is it leased from the owner?

What industry is the business in?

How quickly do you need your report?

Have you ever had your business valued before?

Is there anything else you’d like us to know?

Supporting Documents

Drag & Drop Files, Choose Files to Upload

Please upload either your business tax returns or financial statements (Profit & Loss and Balance Sheet) for the past three years, along with the current year or trailing 12 months if applicable. All files are stored in a secure data room and remain strictly confidential.

Not Ready to Decide?

Let’s Talk It Through

If you’re unsure which report fits your situation, we’re here to help. Schedule a quick, confidential call with our team to discuss your goals, ask questions, and gain clarity before taking the next step.

Schedule A Call

Share a Few Details

Let’s Talk It Through

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