To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

3 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

Trailing 12 Months Profit & Loss Statement (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Here’s the information you’ll want to start gathering to help our marketing team complete the report:

Business Information:

• Business type
• Primary Address
• Asking Price and Cash Flow
• Summary of the business, background and history.
• Primary product or service description.
• Total number of employees.
• Days/hours of operation.
• Top customers.
• Growth Opportunities.
• Reasons to buy.
• Key personnel, compensation and benefits.
• Ownership duties and hours per week.
• Reason for Sale.
• Training available.
• Facilities and real estate.
• Tangible and intangible assets.
• Inventory.
• Assets excluded from sale.
• Market competitors and customers.
• Competitive advantages.
• Marketing methods.
• Legal claims pending.
• Operations.
  

Marketing Collateral:

• Company logo.
• Images available of products, buildings and employees.
  

Recast Financials

• Financials you want shown in the report.
• Note: BizWorth requires all financials to be provided in Microsoft Excel (.xls) format before starting the valuation. If you do not have financials in the required format, select this option to BizWorth to convert your annual financial statements (up to the last 5 years) into Microsoft Excel (.xls) format for you.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

3 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

Trailing 12 Months Profit & Loss Statement (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Here’s the information you’ll want to start gathering to help our marketing team complete the report:

Business Information:

• Business type
• Primary Address
• Asking Price and Cash Flow
• Summary of the business, background and history.
• Primary product or service description.
• Total number of employees.
• Days/hours of operation.
• Top customers.
• Growth Opportunities.
• Reasons to buy.
• Key personnel, compensation and benefits.
• Ownership duties and hours per week.
• Reason for Sale.
• Training available.
• Facilities and real estate.
• Tangible and intangible assets.
• Inventory.
• Assets excluded from sale.
• Market competitors and customers.
• Competitive advantages.
• Marketing methods.
• Legal claims pending.
• Operations.
  

Marketing Collateral:

• Company logo.
• Images available of products, buildings and employees.
  

Recast Financials

• Financials you want shown in the report.
• Note: BizWorth requires all financials to be provided in Microsoft Excel (.xls) format before starting the valuation. If you do not have financials in the required format, select this option to BizWorth to convert your annual financial statements (up to the last 5 years) into Microsoft Excel (.xls) format for you.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

3 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

Trailing 12 Months Profit & Loss Statement (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Here’s the information you’ll want to start gathering to help our marketing team complete the report:

Business Information:

• Business type
• Primary Address
• Asking Price and Cash Flow
• Summary of the business, background and history.
• Primary product or service description.
• Total number of employees.
• Days/hours of operation.
• Top customers.
• Growth Opportunities.
• Reasons to buy.
• Key personnel, compensation and benefits.
• Ownership duties and hours per week.
• Reason for Sale.
• Training available.
• Facilities and real estate.
• Tangible and intangible assets.
• Inventory.
• Assets excluded from sale.
• Market competitors and customers.
• Competitive advantages.
• Marketing methods.
• Legal claims pending.
• Operations.
  

Marketing Collateral:

• Company logo.
• Images available of products, buildings and employees.
  

Recast Financials

• Financials you want shown in the report.
• Note: BizWorth requires all financials to be provided in Microsoft Excel (.xls) format before starting the valuation. If you do not have financials in the required format, select this option to BizWorth to convert your annual financial statements (up to the last 5 years) into Microsoft Excel (.xls) format for you.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

3 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

Trailing 12 Months Profit & Loss Statement (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Here’s the information you’ll want to start gathering to help our marketing team complete the report:

Business Information:

• Business type
• Primary Address
• Asking Price and Cash Flow
• Summary of the business, background and history.
• Primary product or service description.
• Total number of employees.
• Days/hours of operation.
• Top customers.
• Growth Opportunities.
• Reasons to buy.
• Key personnel, compensation and benefits.
• Ownership duties and hours per week.
• Reason for Sale.
• Training available.
• Facilities and real estate.
• Tangible and intangible assets.
• Inventory.
• Assets excluded from sale.
• Market competitors and customers.
• Competitive advantages.
• Marketing methods.
• Legal claims pending.
• Operations.
  

Marketing Collateral:

• Company logo.
• Images available of products, buildings and employees.
  

Recast Financials

• Financials you want shown in the report.
• Note: BizWorth requires all financials to be provided in Microsoft Excel (.xls) format before starting the valuation. If you do not have financials in the required format, select this option to BizWorth to convert your annual financial statements (up to the last 5 years) into Microsoft Excel (.xls) format for you.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

Business Information

‍Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.

3 Years of Financial Statements‍

Upload financial statements (Profit & Loss Statement and Balance Sheet) of the business for the last three full years or since inception if less than three years.

‍3 Years of Tax Returns‍

Upload Tax Returns of the business for the last three full years or since inception if less than three years.

‍Other Documents (optional)‍

Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis).

Here’s the information you’ll want to start gathering to help our marketing team complete the report:

Business Information Business type. Primary Address. Asking Price and Cash Flow. Summary of the business, background and history. Primary product or service description. Total number of employees. Days/hours of operation. Top customers. Growth Opportunities. Reasons to buy. Key personnel, compensation and benefits. Ownership duties and hours per week. Reason for Sale. Training available. Facilities and real estate. Tangible and intangible assets. Inventory. Assets excluded from sale. Market competitors and customers. Competitive advantages. Marketing methods. Legal claims pending. Operations.

Marketing Collateral: Company logo. Images available of products, buildings and employees.

‍Recast Financials: Financials you want shown in the report. Note: BizWorth requires all financials to be provided in Microsoft Excel (.xls) format before starting the valuation. If you do not have financials in the required format, select this option to BizWorth to convert your annual financial statements (up to the last 5 years) into Microsoft Excel (.xls) format for you.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

2 Years of Financial Statements: Upload financial statements (Profit &Loss Statement and Balance Sheet) for the last two full years or since inception if less than two years.

Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the report effective date,provided by month. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

2 Years of Subsidiary Financials (if applicable): If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.

2 Years Revenue by Client: Revenue by client for last 12 months and two full years (Excel)

2 Years Revenue by Product/Service: Revenue by product/service for last 12 months and two full years (Excel)

2 Years General Ledger: General ledger for last 12 months and two full years(Excel)

‍2 Years Bank Statements: Bank statements for last 12 months and two full years, if possible.

‍2 Years Payments by Vendor: Payments by vendor for last12 months and two full years (Excel)

‍2 Years Payroll Journal Payroll: Journal/Log for last 12months and two full years, if possible.

‍2 Years Aging Receivables: Log for last 12 months and two full years, if possible.

Other Documents: Inventory List, Fixed Asset List, Depreciation Schedule, Receipts/Proof from Owner for Prospective Addbacks.

‍Business Profile: Legal business name, DBA, business address, legal entity, date of formation, subsidiaries and affiliates, locations and company website.

‍Income Statement Information: Tax return preparer, basis of financial statements,frequency of preparation, fiscal year, NAICS and SIC codes, predictability,COGS, operating expenses, non-cash expenses and other income and expenses.

‍Balance Sheet Information: Assets, inventory, land, fixed assets and equipment,non-operating assets, liabilities, sources of credit, pending litigation.

‍Nature and History: Include brief history of the company, major historical events, current number of employees and contractors,shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

2 Years of Financial Statements: Upload financial statements (Profit &Loss Statement and Balance Sheet) for the last two full years or since inception if less than two years.

Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the report effective date,provided by month. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

2 Years of Subsidiary Financials (if applicable): If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.

2 Years Revenue by Client: Revenue by client for last 12 months and two full years (Excel)

2 Years Revenue by Product/Service: Revenue by product/service for last 12 months and two full years (Excel)

2 Years General Ledger: General ledger for last 12 months and two full years(Excel)

‍2 Years Bank Statements: Bank statements for last 12 months and two full years, if possible.

‍2 Years Payments by Vendor: Payments by vendor for last12 months and two full years (Excel)

‍2 Years Payroll Journal Payroll: Journal/Log for last 12months and two full years, if possible.

‍2 Years Aging Receivables: Log for last 12 months and two full years, if possible.

Other Documents: Inventory List, Fixed Asset List, Depreciation Schedule, Receipts/Proof from Owner for Prospective Addbacks.

‍Business Profile: Legal business name, DBA, business address, legal entity, date of formation, subsidiaries and affiliates, locations and company website.

‍Income Statement Information: Tax return preparer, basis of financial statements,frequency of preparation, fiscal year, NAICS and SIC codes, predictability,COGS, operating expenses, non-cash expenses and other income and expenses.

‍Balance Sheet Information: Assets, inventory, land, fixed assets and equipment,non-operating assets, liabilities, sources of credit, pending litigation.

‍Nature and History: Include brief history of the company, major historical events, current number of employees and contractors,shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

2 Years of Financial Statements: Upload financial statements (Profit &Loss Statement and Balance Sheet) for the last two full years or since inception if less than two years.

Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the report effective date,provided by month. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

2 Years of Subsidiary Financials (if applicable): If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.

2 Years Revenue by Client: Revenue by client for last 12 months and two full years (Excel)

2 Years Revenue by Product/Service: Revenue by product/service for last 12 months and two full years (Excel)

2 Years General Ledger: General ledger for last 12 months and two full years(Excel)

‍2 Years Bank Statements: Bank statements for last 12 months and two full years, if possible.

‍2 Years Payments by Vendor: Payments by vendor for last12 months and two full years (Excel)

‍2 Years Payroll Journal Payroll: Journal/Log for last 12months and two full years, if possible.

‍2 Years Aging Receivables: Log for last 12 months and two full years, if possible.

Other Documents: Inventory List, Fixed Asset List, Depreciation Schedule, Receipts/Proof from Owner for Prospective Addbacks.

‍Business Profile: Legal business name, DBA, business address, legal entity, date of formation, subsidiaries and affiliates, locations and company website.

‍Income Statement Information: Tax return preparer, basis of financial statements,frequency of preparation, fiscal year, NAICS and SIC codes, predictability,COGS, operating expenses, non-cash expenses and other income and expenses.

‍Balance Sheet Information: Assets, inventory, land, fixed assets and equipment,non-operating assets, liabilities, sources of credit, pending litigation.

‍Nature and History: Include brief history of the company, major historical events, current number of employees and contractors,shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

2 Years of Financial Statements: Upload financial statements (Profit &Loss Statement and Balance Sheet) for the last two full years or since inception if less than two years.

Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the report effective date,provided by month. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

2 Years of Subsidiary Financials (if applicable): If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.

2 Years Revenue by Client: Revenue by client for last 12 months and two full years (Excel)

2 Years Revenue by Product/Service: Revenue by product/service for last 12 months and two full years (Excel)

2 Years General Ledger: General ledger for last 12 months and two full years(Excel)

‍2 Years Bank Statements: Bank statements for last 12 months and two full years, if possible.

‍2 Years Payments by Vendor: Payments by vendor for last12 months and two full years (Excel)

‍2 Years Payroll Journal Payroll: Journal/Log for last 12months and two full years, if possible.

‍2 Years Aging Receivables: Log for last 12 months and two full years, if possible.

Other Documents: Inventory List, Fixed Asset List, Depreciation Schedule, Receipts/Proof from Owner for Prospective Addbacks.

‍Business Profile: Legal business name, DBA, business address, legal entity, date of formation, subsidiaries and affiliates, locations and company website.

‍Income Statement Information: Tax return preparer, basis of financial statements,frequency of preparation, fiscal year, NAICS and SIC codes, predictability,COGS, operating expenses, non-cash expenses and other income and expenses.

‍Balance Sheet Information: Assets, inventory, land, fixed assets and equipment,non-operating assets, liabilities, sources of credit, pending litigation.

‍Nature and History: Include brief history of the company, major historical events, current number of employees and contractors,shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

2 Years of Financial Statements: Upload financial statements (Profit &Loss Statement and Balance Sheet) for the last two full years or since inception if less than two years.

Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the report effective date,provided by month. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

2 Years of Subsidiary Financials (if applicable): If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.

2 Years Revenue by Client: Revenue by client for last 12 months and two full years (Excel)

2 Years Revenue by Product/Service: Revenue by product/service for last 12 months and two full years (Excel)

2 Years General Ledger: General ledger for last 12 months and two full years(Excel)

‍2 Years Bank Statements: Bank statements for last 12 months and two full years, if possible.

‍2 Years Payments by Vendor: Payments by vendor for last12 months and two full years (Excel)

‍2 Years Payroll Journal Payroll: Journal/Log for last 12months and two full years, if possible.

‍2 Years Aging Receivables: Log for last 12 months and two full years, if possible.

Other Documents: Inventory List, Fixed Asset List, Depreciation Schedule, Receipts/Proof from Owner for Prospective Addbacks.

‍Business Profile: Legal business name, DBA, business address, legal entity, date of formation, subsidiaries and affiliates, locations and company website.

‍Income Statement Information: Tax return preparer, basis of financial statements,frequency of preparation, fiscal year, NAICS and SIC codes, predictability,COGS, operating expenses, non-cash expenses and other income and expenses.

‍Balance Sheet Information: Assets, inventory, land, fixed assets and equipment,non-operating assets, liabilities, sources of credit, pending litigation.

‍Nature and History: Include brief history of the company, major historical events, current number of employees and contractors,shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

2 Years of Financial Statements: Upload financial statements (Profit &Loss Statement and Balance Sheet) for the last two full years or since inception if less than two years.

Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the report effective date,provided by month. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

2 Years of Subsidiary Financials (if applicable): If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.

2 Years Revenue by Client: Revenue by client for last 12 months and two full years (Excel)

2 Years Revenue by Product/Service: Revenue by product/service for last 12 months and two full years (Excel)

2 Years General Ledger: General ledger for last 12 months and two full years(Excel)

‍2 Years Bank Statements: Bank statements for last 12 months and two full years, if possible.

‍2 Years Payments by Vendor: Payments by vendor for last12 months and two full years (Excel)

‍2 Years Payroll Journal Payroll: Journal/Log for last 12months and two full years, if possible.

‍2 Years Aging Receivables: Log for last 12 months and two full years, if possible.

Other Documents: Inventory List, Fixed Asset List, Depreciation Schedule, Receipts/Proof from Owner for Prospective Addbacks.

‍Business Profile: Legal business name, DBA, business address, legal entity, date of formation, subsidiaries and affiliates, locations and company website.

‍Income Statement Information: Tax return preparer, basis of financial statements,frequency of preparation, fiscal year, NAICS and SIC codes, predictability,COGS, operating expenses, non-cash expenses and other income and expenses.

‍Balance Sheet Information: Assets, inventory, land, fixed assets and equipment,non-operating assets, liabilities, sources of credit, pending litigation.

‍Nature and History: Include brief history of the company, major historical events, current number of employees and contractors,shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

2 Years of Financial Statements: Upload financial statements (Profit &Loss Statement and Balance Sheet) for the last two full years or since inception if less than two years.

Year-to-Date Financial Statements: You will also be asked to upload a year-to-date financial statement through the report effective date,provided by month. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

2 Years of Subsidiary Financials (if applicable): If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.

2 Years Revenue by Client: Revenue by client for last 12 months and two full years (Excel)

2 Years Revenue by Product/Service: Revenue by product/service for last 12 months and two full years (Excel)

2 Years General Ledger: General ledger for last 12 months and two full years(Excel)

‍2 Years Bank Statements: Bank statements for last 12 months and two full years, if possible.

‍2 Years Payments by Vendor: Payments by vendor for last12 months and two full years (Excel)

‍2 Years Payroll Journal Payroll: Journal/Log for last 12months and two full years, if possible.

‍2 Years Aging Receivables: Log for last 12 months and two full years, if possible.

Other Documents: Inventory List, Fixed Asset List, Depreciation Schedule, Receipts/Proof from Owner for Prospective Addbacks.

‍Business Profile: Legal business name, DBA, business address, legal entity, date of formation, subsidiaries and affiliates, locations and company website.

‍Income Statement Information: Tax return preparer, basis of financial statements,frequency of preparation, fiscal year, NAICS and SIC codes, predictability,COGS, operating expenses, non-cash expenses and other income and expenses.

‍Balance Sheet Information: Assets, inventory, land, fixed assets and equipment,non-operating assets, liabilities, sources of credit, pending litigation.

‍Nature and History: Include brief history of the company, major historical events, current number of employees and contractors,shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

3 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

Trailing 12 Months Profit & Loss Statement (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Here’s the information you’ll want to start gathering to help our marketing team complete the report:

Business Information:

• Business type
• Primary Address
• Asking Price and Cash Flow
• Summary of the business, background and history.
• Primary product or service description.
• Total number of employees.
• Days/hours of operation.
• Top customers.
• Growth Opportunities.
• Reasons to buy.
• Key personnel, compensation and benefits.
• Ownership duties and hours per week.
• Reason for Sale.
• Training available.
• Facilities and real estate.
• Tangible and intangible assets.
• Inventory.
• Assets excluded from sale.
• Market competitors and customers.
• Competitive advantages.
• Marketing methods.
• Legal claims pending.
• Operations.
  

Marketing Collateral:

• Company logo.
• Images available of products, buildings and employees.
  

Recast Financials

• Financials you want shown in the report.
• Note: BizWorth requires all financials to be provided in Microsoft Excel (.xls) format before starting the valuation. If you do not have financials in the required format, select this option to BizWorth to convert your annual financial statements (up to the last 5 years) into Microsoft Excel (.xls) format for you.

To help our marketing team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:‍

Business Information: Business type. Primary Address. Asking Price and Cash Flow. Summary of the business, background and history, financial highlights and growth opportunities.

Marketing Collateral: Company logo. Images available of products, buildings and employees.

Recast Financials: Financials you want shown in the report. Note: BizWorth requires all financials to be provided in Microsoft Excel (.xls) format before starting the valuation. If you do not have financials in the required format, select this option to BizWorth to convert your annual financial statements (up to the last 5 years) into Microsoft Excel (.xls) format for you.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:‍

Business Information: Company owners. Primary company address. Legal business name, NAICS code and website.

Machinery & Equipment Details: Number of items to be appraised (only include items that originally cost above $2,500). Description and location of items. Refurbishment and general maintenance. Previous offers to purchase items.

‍Depreciation Schedule: A depreciation schedule is an accounting procedure and spreadsheet for tracking the purchase of capitalized items and their depreciation status. Please upload depreciation schedule in Excel (.xls) format. The depreciation schedule often includes an asset description, serial number, date placed in service, depreciation method, cost basis (purchase price) of the equipment, accumulated depreciation, and current book value. If you or your accounting system does note have a depreciation schedule, then please create a list of the equipment to be appraised, in Excel (.xls) format,including as much of the information as possible for each piece of machinery and equipment. 

‍Maintenance Schedule: Upload the maintenance and repair records, if kept,of each item to be appraised.

Pictures of Machinery & Equipment: Upload pictures of each item to be appraised that had an original purchase of $2,500 or more. Be sure to label each picture clearly,identifying which asset it is of. You can upload more than one picture of an asset, if relevant.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
Property Details: Legal description of the property. Property address and location information. Plot or site plans, including boundary surveys. Details of the building(s) on the property (size, age, construction materials, floor plans). Description of any improvements or renovations made to the property.

Ownership Information: Name of the current owner. Title deed or proof of ownership. Information on any leases, including copies of lease agreements. Information on any easements, encroachments, or restrictions on the property.

Financial Information: Recent property tax bills. Income and expense statements (if the property  generates rental income). Operating costs, including maintenance, utilities,  insurance, and any other expenses related to the property. Information on any existing mortgages or liens on the property.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

3 Years of Financial Statements (or Tax Returns)

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements

You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

Trailing 12 Months Profit &Loss Statement (optional)

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

3 Years of Financial Statements (or Tax Returns)

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements

You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

Trailing 12 Months Profit &Loss Statement (optional)

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

3 Years of Financial Statements (or Tax Returns)

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements

You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

Trailing 12 Months Profit &Loss Statement (optional)

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

3 Years of Financial Statements (or Tax Returns)

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements

You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

Trailing 12 Months Profit &Loss Statement (optional)

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

5 Years of Financial Statements (or Tax Returns)‍

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

5 Years of Subsidiary Financials (if applicable)

If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.

Trailing 12 Months Profit& Loss Statement (optional)

If your business is seasonal, then we highly recommend uploading a Trailing12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

‍Business Profile

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

Nature and History

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.

Owner’s Compensation

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

5 Years of Financial Statements (or Tax Returns)‍

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

5 Years of Subsidiary Financials (if applicable)

If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.

Trailing 12 Months Profit& Loss Statement (optional)

If your business is seasonal, then we highly recommend uploading a Trailing12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

‍Business Profile

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

Nature and History

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.

Owner’s Compensation

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

5 Years of Financial Statements (or Tax Returns)‍

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

5 Years of Subsidiary Financials (if applicable)

If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.

Trailing 12 Months Profit& Loss Statement (optional)

If your business is seasonal, then we highly recommend uploading a Trailing12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

‍Business Profile

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

Nature and History

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.

Owner’s Compensation

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

5 Years of Financial Statements (or Tax Returns)‍

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

5 Years of Subsidiary Financials (if applicable)

If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.

Trailing 12 Months Profit& Loss Statement (optional)

If your business is seasonal, then we highly recommend uploading a Trailing12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

‍Business Profile

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

Nature and History

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.

Owner’s Compensation

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

5 Years of Financial Statements (or Tax Returns)‍

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

5 Years of Subsidiary Financials (if applicable)

If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.

Trailing 12 Months Profit& Loss Statement (optional)

If your business is seasonal, then we highly recommend uploading a Trailing12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

‍Business Profile

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

Nature and History

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.

Owner’s Compensation

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

5 Years of Financial Statements (or Tax Returns)‍

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

5 Years of Subsidiary Financials (if applicable)

If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.

Trailing 12 Months Profit& Loss Statement (optional)

If your business is seasonal, then we highly recommend uploading a Trailing12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

‍Business Profile

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

Nature and History

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.

Owner’s Compensation

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

5 Years of Financial Statements (or Tax Returns)‍

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

5 Years of Subsidiary Financials (if applicable)

If your business has subsidiaries, you will be asked to upload financial statements for the last full five years or since inception if less than five years.

Trailing 12 Months Profit& Loss Statement (optional)

If your business is seasonal, then we highly recommend uploading a Trailing12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

‍Business Profile

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

Nature and History

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation,current operating levels and capacity.

Owner’s Compensation

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.

3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.

‍3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.

‍Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis).

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.

3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.

‍3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.

‍Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis).

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.

3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.

‍3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.

‍Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis).

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

Business Information: Company contact information. Legal business name, DBA, business address. Transaction details such as purchase price, request loan value, etc. Company land and/or buildings.

3 Years of Financial Statements: Upload financial statements (Profit & Loss Statement and Balance Sheet of the business for the last three full years or since inception if less than three years.

‍3 Years of Tax Returns: Upload Tax Returns of the business for the last three full years or since inception if less than three years.

‍Other Documents (optional): Upload any of these optional documents (Confidential Information Memorandum, customer list and related revenue, fixed asset register or depreciation schedule, aging accounts receivable, lender’s addbacks and/or analysis).

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:

3 Years of Financial Statements (or Tax Returns)

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last three full years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

Year-to-Date Financial Statements

You will also be asked to upload a year-to-date financial statement through the valuation date. Be sure the year-to-date financials are through the same valuation date. It is preferred to use a month-end, quarter-end, or year-end date when possible. ‍

Trailing 12 Months Profit &Loss Statement (optional)

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit & Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.

To help our appraisal team complete your report efficiently, here’s some information that will be useful to gather along the way. Don’t worry if you don’t have everything upfront—we’ll guide you through the process in the Data Collection Portal:
 
5 Years of Financial Statements (or Tax Returns).

You will choose to upload either financial statements (Profit & Loss Statement and Balance Sheet) or tax returns of the business for the last five full years or since inception if less than five years. Tax returns are usually preferred if you are buying or selling a business; however, financial statements are usually preferred for strategic planning purposes. Consult with your advisor, lender, or CPA regarding their preference.‍

‍Year-to-Date Financial Statements.

You will also be asked to upload a year-to-date financial statement through the valuation date, provided by month. Be sure the year-to-date financials are through the same valuation date. It is  preferred to use a month-end, quarter-end, or year-end date when possible. ‍

‍5 Years of Subsidiary Financials (if applicable).

If your business has subsidiaries, you will be asked  to upload consolidated financial statements for the last full five years or since inception if less than five years.

‍Trailing 12 Months Profit & Loss Statement  (optional).

If your business is seasonal, then we highly recommend uploading a Trailing 12-Month Profit &  Loss Statement. This will allow your valuation expert to better understand how to forecast revenue and expenses for the remaining months of the current year.

Business Profile.

‍Legal business name, DBA, business address, prior appraisal, offers and ownership history.

‍Nature and History.

Include brief history of the company, major historical events, current number of employees and contractors, shareholder ownership and compensation, products and services, customers and market conditions, competition and differentiation, management and compensation, current operating levels and capacity.
 
Owner’s Compensation.

Owner's salary, bonus, and/or commissions paid to the owner(s) and expensed by the company on the Income Statement/P&L over the last five years. Does not include any distributions paid to the owner(s) and accounted for on the company's balance sheet.