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Data Needed

We can help you find out EXACTLY how much your company is WORTH

What we need from you for your business appraisal!

Items needed for an appraisal:

  1. Financial Statements….last 3 years and most current period
  2. Tax Returns. “Last Two Years”
  3. Current Depreciation Schedule
  4. Other items as may be determined by the character of the business
  5. Completion of the Information Form found on the Downloads link of our home page

Items that can be helpful:

  1. Photos of facility & equipment
  2. Copies of any recent equipment or real estate appraisals
  3. A list of any issues that may affect the value of the business such as legal, financial or ownership problems
  4. Company brochures or website address
  5. Copy of current lease
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