Business Valuation ChecklistInstagramThis field is for validation purposes and should be left unchanged.Today's Date(Required) Email(Required) Name of Business(Required)1. YOUR OBJECTIVESWhat is your primary goal?Select OneSell nowSell in the next 5 yearsNeed help growing the businessJust want valuationTarget sales price or valuation (if known):2. Team StructureNumber of employees in each role:Office staffField/Project Management staffSales staffAre any employees union members? Yes NoDo you have a general manager in place who could take over your day-to-day responsibilities? Yes NoHow dependent is the business on you?3. Business OperationsWhat is the bigger challenge for you right now? Generating more business Hiring more qualified staff to manage itDo you use a CRM system? Yes NoWhich CRM do you use?How are you currently organizing/managing customer interactions?Do you have an in-house bookkeeper or accountant? Yes NoDo they generate financial statements and close books on a monthly basis? Yes NoWhich accounting method do you use (not for tax purposes)? Cash AccrualWhat licenses are required to operate your business?Who holds these licenses?COMPANY REVENUE MIX*** for these questions a general estimate is fineWhat type of business are you?Select your industry:HVAC / Plumbing / ElectricalLandscapingRoofingPool ServiceRestoration / RemediationPest ControlOtherRevenue Mix (%):Residential:Please enter a number from 0 to 100.Commercial:Please enter a number from 0 to 100.What % of revenue comes from:New construction / New install:Please enter a number from 0 to 100.Retrofit:Please enter a number from 0 to 100.Service / Maintenance:Please enter a number from 0 to 100.Revenue Mix (%):Residential:Please enter a number from 0 to 100.Commercial:Please enter a number from 0 to 100.What % of revenue comes from:Landscaping:Please enter a number from 0 to 100.Gardening / Bed Maintenance:Please enter a number from 0 to 100.Mowing / General Maintenance:Please enter a number from 0 to 100.Irrigation Services:Please enter a number from 0 to 100.Plant Healthcare:Please enter a number from 0 to 100.Snow Management:Please enter a number from 0 to 100.Design / Build work:Please enter a number from 0 to 100.Revenue Mix (%):Residential:Please enter a number from 0 to 100.Commercial:Please enter a number from 0 to 100.What % of revenue comes from:New Construction:Please enter a number from 0 to 100.Retrofit / Replacement:Please enter a number from 0 to 100.Insurance / Storm Work:Please enter a number from 0 to 100.Revenue Mix (%):Residential:Please enter a number from 0 to 100.Commercial:Please enter a number from 0 to 100.What % of revenue comes from:Routine Maintenance / Cleaning:Please enter a number from 0 to 100.Renovations / Remodels / Repairs:Please enter a number from 0 to 100.New Build / Install / Poolscape:Please enter a number from 0 to 100.# of Pool Routes:Total Pools Serviced:Revenue Mix (%):Residential:Please enter a number from 0 to 100.Commercial:Please enter a number from 0 to 100.What % of revenue comes from:Mitigation:Please enter a number from 0 to 100.Reconstruction:Please enter a number from 0 to 100.Storm:Please enter a number from 0 to 100.Insurance work:Please enter a number from 0 to 100.Routine Maintenance / Cleaning:Please enter a number from 1 to 100.Renovations / Remodels / Repairs:Please enter a number from 1 to 100.New Build / Install:Please enter a number from 1 to 100.Revenue Mix (%):Residential:Please enter a number from 0 to 100.Commercial:Please enter a number from 0 to 100.What % of revenue comes from:Residential recurring pest control %Please enter a number from 0 to 100.Commercial recurring pest control %Please enter a number from 0 to 100.Seasonal recurring services %Please enter a number from 0 to 100.(mosquito, tick, etc - if billed on a recurring/annual basis)One-time residential services %Please enter a number from 0 to 100.One-time commercial services %Please enter a number from 0 to 100.Termite treatments (one-time) %Please enter a number from 0 to 100.Add-on/specialty services %Please enter a number from 0 to 100.Revenue Mix (%):Residential:Please enter a number from 1 to 100.Commercial:Please enter a number from 1 to 100.What % of revenue comes from:New construction / New install:Please enter a number from 1 to 100.Retrofit:Please enter a number from 1 to 100.Service / Maintenance:Please enter a number from 1 to 100.Key Customer ConcentrationDo you have any customers or referral relationships (e.g., GCs, PMs, insurance companies) that make up more than 5% of total revenue? Yes NoHow many such relationships and what % of total revenue do they represent?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&L Note: this excludes profit distributions recorded through the Balance SheetYear 2022202320242025YTD 2026Owner Role and Responsibilities in the BusinessCheck all that apply: Compensation of family members in the business Medical Insurance Retirement Owner/Personal Expenses Other Significant Revenue or Expense items (*Note: This could include expensing of significant equipment/vehicle purchases; real estate/building improvements)Compensation of other family members in the business2022202320242025YTD 2026Family members' roles in the businessMedical Insurance paid on behalf of Owner/Family member Note: if different from Insurance provided to other employees2022202320242025YTD 2026Retirement/Profit Sharing Plan Contributions for Owner/Family members2022202320242025YTD 2026Owner/ 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 Company2022202320242025YTD 2026Other Significant Non-Operating Revenue or Expense items Note: This could include expensing of significant equipment/vehicle purchases; real estate/building improvements2022202320242025YTD 2026Please ExplainSales of Assets2022202320242025COMPANY 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 InstructionsPlease upload these files to the links below or email to alex@brentwoodgrowth.com Profit and Loss Statements (P&L) for 2023, 2024, 2025, and 2026 (January - Most recent month)Upload Documents**Important Note – Make sure files are:Exported into Excel format (not PDF)Broken out by month (see SAMPLE image)For help doing this please click here for P&L Instructions Balance Sheets from Year-End 2023, 2024, 2025 and most recent Month-End 2026Upload Documents**Important Note – Make sure files are:Exported into Excel format (not PDF)As of December 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 QuickbooksConfirm(Required) I confirm that I have read and verified all the details
