Order Business Valuation

Please complete the form below and upload documents

Step 1: Complete the request form

Select a Service

Valuation Date

YYYY

Name of the Company Being Valued

Individual Submitting This Order

Name (Individual Submitting This Order)

First Name

Last Name

Phone

(###)

###

####

Company Documents Uploaded? (Link Below)

Yes

Step 2: Submit Documents

Click here to upload files or complete the form below & drag & drop files below.

SBA Valuations Document Request List

As per SOP 50 10 6 p.262: If the amount being financed (including any 7(a), 504, seller, or other financing) minus the appraised value of real estate and/or equipment being financed is greater than $250,000 or if there is a close relationship between the buyer and seller (e.g., transactions between existing owners or family members), the Lender must obtain an independent business valuation from a qualified source. The business valuation must include the individual's conclusion of value.

Three (3) years of business tax returns
Year-to-date profit & loss statement (P&L)
Current balance sheet
Purchase agreement or LOI
If available, copy of the account receivables aging report (A/R)
If available, copy of the depreciation/ fixed assets schedule
If applicable, copy of the real estate appraisal
Completed business valuation questionnaire: click here to download the file

Business Valuation Document Request List (All Other Purposes)

Please provide the following information:

Five (5) years of business tax returns or the maximum number of years available
Year-to-date profit & loss statement (P&L)
Current balance sheet
The company’s legal governing documents (e.g., Operating Agreement, Articles of Incorporation, By-Laws, etc.)
If available, copy of the account receivables aging report (A/R)
If available, copy of the depreciation/ fixed assets schedule
If applicable, copy of the real estate appraisal
Completed business valuation questionnaire: click here to download the file