Company Owner Add-Back InfoEmail(Required) Company Name(Required)Post Title Owner Compensation paid through W-2 Wages that are included in the P&LNote: this excludes profit distributions recorded through the Balance SheetYear 2022Year 2023Year 2024Year-to-date 2025Owner Role in the BusinessCompensation of other family members in the business and their roles.Year 2022Year 2023Year 2024Year-to-date 2025Family members' role in the businessMedical Insurance paid on behalf of Owner/Family memberNote: if different from Insurance provided to other employeesYear 2022Year 2023Year 2024Year-to-date 2025Retirement/Profit Sharing Plan Contributions for Owner/Family membersYear 2022Year 2023Year 2024Year-to-date 2025Owner/ Family Personal Expenses not available for other employees of businessThis includes:Club Dues (country or golf, hunting/fishing clubs)Travel, Meals or 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 CompanyYear 2022Year 2023Year 2024Year-to-date 2025Non-Recurring ItemsPPP LoansYear 2022Year 2023Year 2024Year-to-date 2025Sales of AssetsYear 2022Year 2023Year 2024Year-to-date 2025Other Significant Non-Operating Revenue or Expense itemsNote: This could include expensing of significant equipment/vehicle purchases; real estate/building improvementsYear 2022Year 2023Year 2024Year-to-date 2025Company 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 % 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?Additional 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:New constructionRetail direct to consumerOther servicesInsurance/weather relatedWhat is your staff infrastructure - Are these W2 or 1099 positions:Office staffField/Project Management staffSales staffConfirm(Required) I confirm that I have read and verified all the details
