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Valuation Questionnaire

When you're ready to get going, we have a questionnaire for you to capture all of the key information we'll need to complete your valuation.

What will you need for the Valuation?

Accurately understanding the value of a business is a complex process. A business is a dynamic entity, and valuation is always purpose-and-use specific. Sure, you might be able to find some formulaic approach that will return a range of values, but that range will likely be so wide as to be useless.

Gathering this information may take time, but if you want a quality report, this is time well spent.

  • Five years of income statements.

    (It could be tax returns, but it doesn't have to be. You could get by with three years, or even less, depending on the history of the subject business, but five is preferred. If the date of value is not the end of your fiscal year, it is helpful to get a trailing twelve-month statement as of the valuation date.)

  • Balance sheets for each end period date.

  • Information on compensation for owners, with as much detail as possible.

    (Especially if the company is picking up the tab on things like vehicles, travel, life insurance, etc.)

  • Some kind of management estimate of the actual market value of fixed assets.

NACVA Certification_Square15+ years of experience supporting small business owners, lenders, and attorneys with business valuations. Our fast turnaround time and singular focus provide support for you without competing interests.

Complete the Valuation Questionnaire

If you have any questions along the way, don't hesitate to reach out to us at