Final STEP: Discover YOUR Business value

Name*

Email*

Type of Business (ex: roofing company)

1. Last 3 Years Pre-tax Earnings as reported on the business tax return(s) (ex: 2014-$65,000 | 2015-$39,550 | 2016- $72,000)

2. Last 3 Years Annual Interest Expense as reported on the business tax return(s) (ex: 2014-$15,000 | 2015-$9,550 | 2016- $12,620)

3. Are year-to-date financial numbers and year-end earnings forecast comparable to last 3 years? If no, please explain.

4. Last 3 Years Depreciation and Amortization Expense as reported on business tax return(s) (ex: 2014-$21,000 | 2015-$19,550 | 2016- $14,820)

5. What was your owner's salary paid by the business the last 3 years (ex: 2014-$46,870 | 2015-$55,400 | 2016- $61,240)

6. Last 3 Years "nonrecurring Income" - Income from events that were unusual, one-time or highly infrequent in nature. (ex: 2014-$22,000 sale of assets | 2015-$18,450 lawsuit settlement | 2016- $72,000 sale of assets)

7. Last 3 Years "nonrecurring Expenses/Charges/Losses" - Expenses from events that were unusual, one-time or highly infrequent in nature. (ex: 2014-$16,200 fire loss | 2015-$11,480 theft loss, $27,000 Inventory obsolescence write-down | 2016- $32,000 R&D expense)

8. Any other valuable perks afforded to owner by business and expensed on business tax return(s) in the last 3 years (ex: 2014-$3500 travel exp | 2015-$19,550 owner's mileage reimbursement | 2016- $14,820 owner's car expenses)

9. Your Best Guess of an Estimated Fair Market Value (FMV) for the business's a) Plant, Property and Equipment (land, buildings, machinery, vehicles, furniture, fixture and office equipment) b) Merchandise Inventory c) Other Assets ... to be included in the sale of your business

10. BUYER UPSIDE: Please briefly describe what a new buyer can do:
To increase sales?

To decrease expenses?

To enter new markets?

To introduce new products/services?

To encourage repeat sales from existing customers?

To increase customer average order value?

Any Other Questions/Comments/Important things that we should consider in arriving at a Fair Market Value for your business?