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Getting started is easier than you think. We will ask you to furnish us this list of information. Much of it is on your latest tax return. Short some of the information? No problem, send what you have. We will work with you to get what we need to begin.

 
CONFIDENTIAL CONFIDENTIAL CONFIDENTIAL 

 EVERYTHING YOU SEND US IS HELD IN STRICTEST CONFIDENCE
 
 
___ 3 - 5 Years Year End Balance Sheets
 
 
___ 3 - 5 Years Annual Profit & Loss Statements
 
 
___ Most Recent Interim Financial Statements
 
 
___ 3 - 5 Years Tax Returns
 
 
___ List of Assets (Equipment)
 
 
___ Depreciation Schedule
 
 
___ List of Accounts Receivable (current)
 
 
___ List of Accounts Payable (current)
 
 
___ Copies of Notes Payable
 
 
___ Copies of Equipment Leases
 
 
___ Copy of Building Lease
 

From this information we will prepare our estimated market value report and schedule a meeting with you. WE may give recommendations to speed the sale or increase the value. 
 
In any case, you will be under no obligation plus the Business Valuation Report along with any recommendations are yours to keep.