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Additional Information

Informal Buy-Sell Appraisal Form

Ready to request an Informal business valuation or Buy-Sell Review?

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You need to know informal business valuations are not available for the following:

  • Farm/ranches

  • Businesses with commissions as the primary source of revenue

  • Businesses looking for a certified/market value valuation for the purposes of a sale

  • Companies with gross revenue of less than $500,000

  • Companies engaging in criminal acuity

  • Rental properties, such as B&Bs and hotels

  • Small real estate agencies

General Information
Business Information

Add Buy/Sell Agreement document

Upload File
Owner Information

Owner #1

Owner #2

Owner #3

Owner #4

Owner #5

Upload Documents

Please provide 3 years of the most recent business financials, 2 years must be business tax returns. If your client doesn't yet have the most current year tax return, you can provide a year-end income statement and balance sheet tor that year.

Upload the following documents:

  • C corporations: At least 2 years of the required 3, must include Form 1120. The 3rd year could include the businesses most recent year-end income statement and balance sheet (instead of Form 1120),

  • S corporations: At least 2 years of the required 3, must include Form 1120S. The 3rd year could include the businesses most recent year-end income statement and balance sheet (instead of Form 1120S).

  • Businesses taxed as Partnerships: At least 2 years of the required 3, must include Form 1065. The 3rd year could include the businesses most recent year-end income statement and balance sheet (instead of Form 1065).

  • Sole Proprietorships: 3 years of Schedule C's from your client's personal 1040 tax return. In addition, we will require a balance sheet for the most recent year end.

Upload File

If you need assistance, please call us at 1-877-598-0555 or email us at info@corpfi.com.

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The subject matter in this communication is educational only and provided with the understanding that Corporate Financial, Inc., is not rendering legal, accounting, investment, or tax advice. You should consult with appropriate counsel, financial professionals and other advisers on all matters pertaining to legal, tax, investment, or accounting obligations and requirements. This material is not investment advice.

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