Business Valuation and Sale Report Fill-in-the-Blanks Template
BizPricer™ provides you with an easy to use 22 page fill-in-the-blanks template for producing a formal Business Valuation and Sale Report. A formal Report is not always necessary for every situation and is optional in your use of BizPricer. Many times a single page Report is all that is needed, especially by a potential business buyer wishing to validate an asking price or a business owner just wanting to see what his/her business would be worth if they offered it for sale. In other situations where a business owner wants to prepare a business sale prospectus for offering to potential buyers or a business broker/other intermediary needs to more fully document the business valuation, a full Valuation and Sale Prospectus Report template is available. A fully completed Report typically numbers 25 to 50 pages, depending upon the degree of detail desired. The major customizable sections to this Report include:
- Report Cover
- Preface (explaining the background and conditions of the valuation)
- Business Ownership, Origin and Control
- Nature of the Business
- Primary Services, Products and Suppliers
- Discription of Competition
- Key Employees
- Reason for the Business Sale
- The Structure of the Deal
- Litigation Issues
- Financial History
- Reconstructed Income and Expenses
- Analysis of Risk Factors and Multiplier Calculation
- Valuation Opinion and Analysis
- Supporting Data and Documentation
- Valuator's Certification Statement
The following is a typical template layout for one of the above listed sections (the Business Ownership, Origin and Control section). Keep in mind that each of the sections above offer you this kind of fill-in-the-blanks detail and convenience:
Use the following wording for a “C” or “S” corporation:
(Insert the legal name of the business being valued here), Inc. (hereinafter referred to as the “Company”) was started as a (insert “C” or “S” here) corporation and was incorporated in the State of _______________ on (incorporation date here) by Mr. (insert names of incorporators here).
As of the date of this valuation the corporate shareholders and officers are:
Mr. ______________, ___% stockholder, age __, (title e.g. President/General Manager)
Mr. ______________, ___% stockholder, age __, (title e.g. Vice-President/Chief CFO)
Mrs. _____________, ___% stockholder, age __, (title e.g. Secretary/Sales Manager)
Use the following wording for a sole proprietorship:
(Insert the doing-business-as name or fictitious name or trade name of the business being valued here), Company (herein after referred to as the “Company”) is an unincorporated business (sole proprietorship) operating in the State of __________________.
The Company has been doing business as (d/b/a) the (insert business name here) for approximately ___ years and continues to do business under that trade name as of the date of this valuation. The business name is registered with the municipal authorities in the town/city/county of ______________________________.
The Company’s Federal Employer Identification Number is: _____________
Use the following wording for a partnership or LLC corporation:
(Insert the legal name of the business being valued here), (hereinafter referred to as the “Company”) was formed as a partnership in the State of _________________ on (date) by the following partners:
Mr. ________________, __% partner
Mrs. _______________, __% partner
Mr. ________________, __% partner
Mrs. _______________, __% partner
A Partnership Agreement was established on (date) and is registered with (insert the name of the entity holdfing a copy of the Partnership Agreement as a 3rd party, if applicable).
The Company’s primary place of business is located at:
