Business Valuation — Intake Worksheet
Prepared for: Date:
To the business owner: these are the figures your advisor needs to prepare your valuation analysis. Estimates and rounded numbers are fine — pull from your most recent tax return or P&L where you can, and use your best judgment where you can't. Items marked optional improve accuracy but aren't required.
1 · Business basics
| Legal / trade name of the business | |
| Industry e.g. HVAC services, law firm, restaurant, dental practice | |
| Years in business · State · Number of employees | |
| Entity type sole proprietor / S-corp / C-corp / partnership or multi-member LLC | |
| If a partnership: your ownership percentage your interest will be valued, not the whole firm | |
2 · Revenue & earnings
| Annual revenue — most recent 12 months | |
| Annual operating expenses | |
| Net profit — most recent 12 months | |
| Owner's salary / draw what you actually pay yourself | |
| Revenue — last year optional, unlocks trend analysis | |
| Revenue — two years ago optional | |
| Net profit — last year optional, unlocks volatility analysis | |
| Net profit — two years ago optional | |
3 · Owner add-backs — personal expenses run through the business (annual $)
| Owner's payroll taxes | |
| Owner's health insurance | |
| Owner's retirement contributions | |
| Family on payroll above market rate the above-market portion only | |
| Personal vehicle expenses | |
| Personal phone / travel / meals | |
| Other — recurring every year describe: club dues, personal subscriptions, etc. | |
| Other — one-time this year describe: lawsuit settlement, one-off fees, etc. | |
4 · Assets & premises
| Equipment value (fair market) | |
| Inventory value | |
| Premises: leased or owned? if leased — years remaining on the lease | |
| If owned: annual rent the business pays + estimated market rent and whether rent is paid to a related entity you control | |
| Real estate value, if included in a sale optional | |
| Intellectual property value patents, proprietary software, brands — if material optional | |
5 · Risk profile
| Recurring revenue % contracts, retainers, memberships, subscriptions — % of total revenue | |
| Largest customer — % of revenue | |
| Top 3 customers combined — % of revenue | |
| How dependent is the business on you personally? Low — runs without me · Moderate — I matter meaningfully · High — it's substantially me | |