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Business Valuation & Equipment Appraisal Order Form

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  • Document Checklist

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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 the Order Form by clicking the first tab.

1. Email the documents directly to [email protected] (50MB 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.
Documents Required to Engage Order

Equipment List
if one is not readily available, please complete the following spreadsheet

Documents Required to Engage Equipment Appraisal

Equipment List
if one is not readily available, please complete the following spreadsheet

Documents Required to Engage Business Valuation Documents Required to Engage Order

Three Years of Business Federal Tax Returns
from Company being appraised

Most Recent Year-to-Date Income Statement (P&L) and Balance Sheet
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).

Executed or Draft Purchase Agreement or Letter of Intent to Purchase
if unavailable, please confirm in your order upload whether this will be an asset or stock purchase

Documents Required Within 2 Business Days of Engagement

Accounts Receivable Aging Report (if applicable, depending on business type)
current or same date as interim financials

Copy of Real Estate Appraisal or Real Estate Appraiser's Contact Information
if real estate is included in the transaction or real estate is owned by a related party

Not Required, But If Available, These Documents Will Expedite The Valuation Process

Financial Forecast (1 year)

Credit Write-Up

Commitment Letter or Letter of Intent to Finance

All files are kept strictly confidential.