When you’re ready to get started, we’ll provide an easy-to-follow webform and
a financials spreadsheet for you to complete. Here’s what data we’ll collect
from you to complete the Essentials Report:
· Contact Info (name, title, address, email)
· Legal business name
· DBA, if applicable
· NAICS Industry Code
· Company website
· Type of legal entity
· Has the business been previously appraised? If yes, provide the details.
· Has the business received any written or oral offers in the last five years? If yes, provide the details.
· Have there been any transactions involving interests in the company in the last five years? If yes, provide the details.
· Revenue and expenses for the trailing 12 months as well as the last three (3) fiscal years
· Value of adjustments and add backs to the P&L statement
· Assets and liabilities for the trailing 12 months as well as the last three (3) fiscal years
· Value of adjustments to the balance sheet
If you have any questions, we’re here to help. Contact us at: 1-877-733-8123