1246 South River Road, Suite 101
Cranbury, NJ 08512
Office: (908) 888-6030
Fax: (908) 888-6040
[email protected]
Click here to request a quote

Business Valuation Document Checklist

Step 2 of 2

In order for us to begin processing your order, you must submit the documents below immediately using one of the following options:

Before submitting documents, please complete Step 1 - Order Form

1. Email the documents directly to [email protected] (25MB attachment size limit per email)
OR
2. Upload the files securely to our server using our online upload page: www.reliantvalue.com/upload
There is no size limit for uploads. If your firewall blocks access to this URL, please use option 1 above.

Three years of Business Federal Tax Returns (from business being appraised)

Most recent Year-to-Date Income Statement (P&L) (total four periods of financials)
If a comparative interim P&L from the prior year is available, please include this.

Most recent Year-to-Date Balance Sheet (“as of” the same date as the P&L)
Please note, all tax returns and internal/interim financials should be compiled using similar accounting methods
(either all cash basis financials or all accrual basis financials).

Current Accounts Payable and/or Accounts Receivable Aging Reports (if applicable)

Executed or Draft Purchase Agreement or Letter of Intent to Purchase (if available)

Copy of Lender’s Loan/Credit Write Up (if available)

Copy of Lender’s Commitment Letter or Letter of Intent to Finance (if available)

Copy of Real Estate Appraisal or Real Estate Appraiser’s Contact Information (if available)

All files are kept strictly confidential.

Business Valuation Order Form

Step 1 of 2

To submit a business valuation order, please complete the following form as accurately as possible.

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Individual Submitting This Order*

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Seller’s Contact Information

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Lender Contact*

Individual at the bank to whom questions should be forwarded regarding the company
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