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First Name*

Last Name*

Email address*

Phone*

Country

US State

Which option best describes you?*

I'm a prospective business owner

I'm a spouse, partner or relative of a business owner

I'm an employee of a business that needs a report

I'm a professional (e.g. broker, CPA, financial advisor) representing a client who needs a report

Other

Are you working with a business broker?*

Yes

No

Broker's First/Last Name (if applicable)

Broker's Company Name (if applicable)

Broker's Email Address (if applicable)

Broker's Phone Number (if applicable)

What is the legal name of the company that is to be valued?

What is the industry of the company? (i.e. manufacturing, retail, energy, etc.) *

What is the primary product or service offering of the company? *

What type of report or service do you need? (select all that apply)*

Valuation

Quality of Earnings

Machinery & Equipment

Field Audit

CIM / Quick Pitch

Litigation Support

Other

What is the purpose of the report? (select all that apply)*

Business Planning

Merger or Acquisition

Sales or Divestiture

Buy/Sell Agreement

Bank Loan Application

Shareholder Transaction (including partner buy-out or buy-in)

Capital Infusion

Estate Planning & Taxation

Gift Taxes

Charitable Contributions

Purchase Price Allocations

GAAP Valuations under FAS 141 and/or FAS 142

Fairness Opinion

Marital Dissolution (Divorce)

Civil and/or Corporate Dispute

Expert Testimony

Civil and/or Corporate Dispute

Insolvency Opinion

Other

Report Urgency*

Standard (4 weeks or less)

Expedited (additional fees may apply)

If expedited, when do you need the report delivered?

Do you need the valuation report translated from English to a secondary language? *

Yes

No

Do you require us to perform financial transcription services to convert the last 5 years of annual financial statements into Microsoft Excel (.xls) format? *

Yes

No

We need more info about you

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Your Contact Info

Which option best describes you?*

Are you working with a business broker?*

What type of report or service do you need? (select all that apply)*

What is the purpose of the report? (select all that apply)*

Report Urgency*

Do you need the valuation report translated from English to a secondary language? *

Do you require us to perform financial transcription services to convert the last 5 years of annual financial statements into Microsoft Excel (.xls) format? *

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We need more info about you

Request Quote

Your Contact Info

Which option best describes you?*

Are you working with a business broker?*

What type of report or service do you need? (select all that apply)*

What is the purpose of the report? (select all that apply)*

Report Urgency*

Do you need the valuation report translated from English to a secondary language? *

Do you require us to perform financial transcription services to convert the last 5 years of annual financial statements into Microsoft Excel (.xls) format? *

Thanks!You're quote request has been received

Thanks!
You're quote request has been received