Updated Business Valuation ChecklistURLThis field is for validation purposes and should be left unchanged.Email(Required) Name(Required)COMPANY FINANCIAL INFORMATIONProfit and Loss Statements (P&L) for 2024Accepted 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 2024Upload 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 2024Upload Documents** Important Note: exported on (1) Excel spreadsheet (not PDF) as of Dec 31 (or the end of your fiscal year)Balance Sheet for 2024Accepted 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 QuickbooksCOMPANY REVENUE MIX*** for these questions a general estimate is fine and this only need to be filled out if there were big changes in 2024 to any of theseWhat % of Residential Revenue vs 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?COMPANY OWNER ADD-BACK EXPENSES FOR 2024Owner Compensation paid through W-2 Wages that are included in the P&LNote: this excludes profit distributions recorded through the Balance SheetOwner Role in the businessCompensation of other family members in the businessMedical Insurance paid on behalf of Owner/Family memberNote: if different from Insurance provided to other employeesRetirement/Profit Sharing Plan Contributions for Owner/Family membersOwner/ Family Personal Expenses not available for other employees of businessThis 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 CompanySales of AssetsOther Significant Non-Operating Revenue or Expense itemsNote: This could include expensing of significant equipment/vehicle purchases; real estate/building improvementsConfirm(Required) I confirm that I have read and verified all the details
