Preparing a Valuation
For Sellers

Business Information to Determine Valuation & Listing Price

Providing information from the past three to five years helps ensure your valuation pricing is defensible and enables a deal to get done.

Submitter's Name

Company name

Mobile

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(Revenue, Gross Profit, Operating Expenses, Net Income)

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(Assets, Liabilities, Equity)

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(Operating, Investing, Financing Activities)

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Original lease, and most recent lease (any pertinent amendments).

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Business Description

(Products/Services, Target Market)

Number of Employees

(Add any organizational structure if relevant)

Customer Concentration

(Top Customers and Percentage of Revenue)

Supplier Information (if applicable)

(Key Suppliers and Dependency)

Any relevant competitors

(Market Position, Competitors)

Revenue Breakdown

Any information on product/service lines, major customers, recurring vs. one-time revenue.

Legal & Compliance (if relevant)

If any are relevant, provide the following ...

Assets

If any are relevant, provide the following ...

Real Estate Details (Ownership, Lease Agreements, Market Value)

Inventory Levels and Valuation

Equipment and Machinery (Age, Condition, Value)

Intangible Assets (Goodwill, Brand Value)

Debts (if any)

(Loans, Credit Lines)