Our Process

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Required documents for valuations:

  • Minimum 3 years of business tax returns
  • Interim financial statement
  • Purchase agreement

Additional documentation that may be required:

  • A/R & A/P aging reports
  • Lender credit memo
  • Lease agreement
  • Debt schedule
  • Business plan
  • Projections
  • Real estate or equipment appraisals (if applicable)
  • Franchise agreements