Valuation Questionnaire

Name of Company:

Location

1) Address(es) of the Company’s business location(s):

2) Approximate square footage of each location?.

3) What are the Company’s normal operating days and hours?

Ownership & Control

Name Percentage Owned? %
Name Percentage Owned? %
Name Percentage Owned? %
Name Percentage Owned? %

Product or Service Mix

Explain the Company’s primary product(s)/service(s). Please include approximate percentage of all revenues received from each.

Product/Service Approximate % of Revenues

Customer Base

4) What types are the Company’s primary customers (e.g., consumer, industry, government)?

5) Please give the name and location of the Company’s 3-5 major customers/clients, together with the approximate percentage of the Company’s total business obtained from each:

Name/City % of Business

6) What approximate percentage of the Company’s total business and revenues come from within the:

City/County % State % USA % International %

7) With respect to customer turnover, typically how long does a new customer remain a customer? Only 1 Sale 1 Year 1-3 Years 3-5 Years 5-7 Years Longer - Specify

Competition

8) Who are the Company’s three major competitors?

Name/City/State Larger/Smaller Than You

9) What are the major strengths and major weaknesses you have versus these competitors?

10) What is the low, high and average of the following:

  Low High Average
a. Cash
b. Account Receivable
c. Inventory
d. Accounts Payable

11) What is the approximate fair market value of the fixed assets in their present condition?

Additional Information

12) Are there any future imminent changes known or anticipated which will impact the business?

Yes No If yes, provide what, when, how known or anticipated?

13) Name of person completing the form

14) Contact Phone

15) Contact Email