Business Valuation ChecklistPhoneThis field is for validation purposes and should be left unchanged.Email(Required) Name(Required)COMPANY FINANCIAL INFORMATIONHave you sent your financials?(Required) Yes NoProfit and Loss Statements (P&L) for 2023, 2024, and 2025Accepted file types: xlsx, xls, csv, Max. file size: 10 MB.** Important Note: exported on (1) Excel spreadsheet (not PDF) and should be broken out by month (see SAMPLE image) * For help doing this please click here for P&L Instructions Profit and Loss Statements (P&L) for 2023, 2024, and 2025Upload Documents** Important Note: exported on (1) Excel spreadsheet (not PDF) and should be broken out by month (see SAMPLE image) * For help doing this please click here for P&L Instructions Balance Sheet for 2023, 2024, and 2025Upload Documents** Important Note: exported on (1) Excel spreadsheet (not PDF) as of Dec 31 (or the end of your fiscal year)Balance Sheet for 2023, 2024, and 2025Accepted file types: xlsx, xls, csv, Max. file size: 50 MB.** Important Note: exported on (1) Excel spreadsheet (not PDF) as of Dec 31 (or the end of your fiscal year)How To Export The Documents In QuickbooksEmployees & OperationsTotal number of employeesBreakdown by function:Office staffField/Project Management staffSales staffAre any employees union members? Yes NoIs there a general manager in place who could take over your day-to-day responsibilities? Yes NoHow dependent is the business on you?What is the bigger challenge for you? Generating more business Hiring more staff to manage itDo you use a CRM system? Yes NoWhich CRM do you use?Do you have an in-house bookkeeper or accountant? Yes NoDo they generate financial statements and close books on a monthly basis? Yes NoWhat is your target valuation/sales price?Company Operations OverviewHow many employees do you have?Is there a general manager in place who could take over your day-to-day responsibilities?How dependent is the business on you?What is the bigger challenge for you: generating more business or hiring more staff to manage it?Do you have a target sales price?COMPANY REVENUE MIX*** for these questions a general estimate is fineWhat type of company?What % of Residential Revenue do you have?What % of Commercial Revenue do you have?Do you have New Construction Revenue? If so, what %?Do you have Retrofit Revenue? If so, what %?Do you have Service Revenue? If so, what %?Do you have any customers with more than 5% of Total Revenues? Yes No** If yes, how many Customers and what % of total revenue are they?Do you offer service or maintenance contracts? Yes NoEstimated annual revenue from contracts:Owner Add-Back ExpensesOwner Compensation paid through W-2 Wages that are included in the P&LOwner Compensation paid through W-2 Wages that are included in the P&L Note: this excludes profit distributions recorded through the Balance Sheet2022202320242025Owner Role in the businessCompensation of other family members in the businessCompensation of other family members in the business2022202320242025Family members' roles in the businessMedical Insurance paid on behalf of Owner/Family memberMedical Insurance paid on behalf of Owner/Family member Note: if different from Insurance provided to other employees2022202320242025Retirement/Profit Sharing Plan Contributions for Owner/Family membersRetirement/Profit Sharing Plan Contributions for Owner/Family members2022202320242025Owner/ Family Personal Expenses not available for other employees of businessOwner/ Family Personal Expenses not available for other employees of business This Includes: • Club Dues (country, golf, hunting, fishing, etc clubs) • Travel, Meals, Entertainment expenses Note: Significant items such as a vacation or other personal travel; or a monthly estimate if personal meals/entertainment expenses are consistently paid by the Company2022202320242025Sales of AssetsSales of Assets2022202320242025Other Significant Non-Operating Revenue or Expense itemsOther Significant Non-Operating Revenue or Expense items Note: This could include expensing of significant equipment/vehicle purchases; real estate/building improvements2022202320242025Are you a Roofing business?Are you a roofing business? Yes NoAdditional Info (Roofing Companies Only)What % of your work do you use roofing subcontractors?Have you converted from cash to accrual accounting?What % of Revenue are the following areas:What % of Revenue are the following areas:New constructionRetail direct to consumerOther servicesInsurance/weather relatedRevenue Mix SectionWhat % of your revenue is Residential vs. Commercial?Do you generate revenue from:New Construction? Yes NoWhat %?Retrofit Projects? Yes NoWhat %?Service Work? Yes NoWhat %?Do any customers account for more than 5% of your total revenue? Yes NoPlease list customer(s) and approximate % of revenue:Confirm(Required) I confirm that I have read and verified all the details
