As a Professional Broker, I have the experience and training to aid you in determining the market value of your company in order to set a selling price. To determine an opinion of value, I will need the following documents. From these documents and from questions that I will ask, we will be able to arrive at an opinion of the market value of your company.

Document Checklist

3 Years of Year-End Profit & Statements
◊ 3 Years of Year-End Balance Sheets
Interim (Year-to-date) Profit & Loss Statement (and Balance Sheet if available)
3 Years of Tax Returns
List of all Assets with estimated current market value
Value of Inventory (inventory for resale)
Recast of Owner’s Discretionary Cash Flow (total financial return to owner from ALL sources)
Copy of Building Lease
Market Value of Real Estate if included in offering


Necessary Forms & Docs

Agency Disclosure Agreement
.Doc.   Pdf

Steps in Selling a Business

LINK Business Benefits
.Doc.   Pdf

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