Business Valuation Order Form

Full Name of Primary Contact *

Company Name *

Phone Number *

Address

(this will appear on your invoice)

Address Line 1 *

Address Line 2

City/Suburb *

State *

Post Code *

Email address *
A copy of your order form will be emailed to this address.

How did you hear about us? *

Business Name *

Business ABN *

Business Address

my business address is the same as my invoice address

Business website address

Business type *

What is the purpose of the valuation? *

What type of valuation do you require?

An Enterprise valuation will be required if selling or transferring the business assets to another company/entity.

An Equity valuation will be required if you are selling or transferring shares.

( ^{^} for valuation of companies with multiple classes of shares on issue, please contact us for a tailored quote)

—Please choose an option—Enterprise valuation (business)Equity valuation (shares-one class only^)Unsure

Does the business operate from premises owned or leased? *

—Please choose an option—ownedleased

What is your expectation of the business' value? *

How many years has the business been established? *

How many employees does the business have (excluding business owners)? *

Please advise the number of business owners & associates (e.g. family members) currently working in the business and their working arrangements? *

Please complete this table outlining amounts paid and estimated market rate remuneration for all working business owners & associates.

What do you consider are the strengths of the business? *

What do you consider are the weaknesses of the business? *

What do you consider are the opportunities of the business? *

What do you consider are the threats of the business? *

Please provide any other additional information about the business you think may be relevant?

Any other comments you would like to add?

Accountant-prepared Financial Statements for the past 3 years *

If these are not available, then Profit & Loss Statements for the past 3 years and Balance Sheets for the past 3 years

Most recent business Tax Return

Interim P&L and Balance Sheet for the current year-to-date

Detailed budgets or forecasts (in Profit & Loss format) for next 3-5 years

Depreciation Schedule (if the business has substantial plant & equipment) or listing of Plant & Equipment (current market value)

Employee Organisation Chart (if more than 20 employees)

Any other relevant documents

Yes, I would like to request Fast-Track Priority Service.

Fast-Track Service offers you the quickest possible service at that particular point in time. If confirmed, the surcharge will appear on your invoice. See website for details.