Business Valuation

LIFE
Business Valuation
What’s Your Business Worth?
Find out through this simple, thorough process for a
fraction of the cost and time of traditional off-line methods.
1040c
LLC
Business Valuation
What’s Your Business Worth?
Find out through this simple, thorough process for a
fraction of the cost and time of traditional off-line methods.
LIFE
1040c
INSTRUCTIONS
Step 1: Provide the specific business information including the specific business industry or their SIC code
- The reason for the valuation is optional
Step 2: Provide either current year or previous year's end information
- You can provide up to 3 years information if you choose
- One-time expenses and revenues may or may not apply
- All other line items must be provided
Step 3: Provide either current year or previous year's end information
- You can provide up to 3 years information if you choose
- Some information will not be listed on your tax returns, please refer to your balance sheet
Step 4: Provide either current year or previous year's end information
- You can provide up to 3 years information if you choose
- This information will not be on your tax returns, please refer to your balance sheet
- Long-term Debt, Bank Loans and Contingent Liabilities may or may not apply
- All other line items must be provided
Steps 5 and 6: These are optional steps and are meant to be used for a separate report
- If these sections are completed you will receive an additional report reflecting the projected changes
PGP Life Business Valuation • www.pgplife.com • 631.951.9200 ext 142 • [email protected]
Business Valuation
What’s Your Business Worth?
Find out through this simple, thorough process for a
fraction of the cost and time of traditional off-line methods.
LIFE
1040c
Version:
1120
 BASIC INFORMATION
Start your valuation by providing us with some basic information about your business.
Business Name
Industry Name or Code
Broker’s Name
Broker’s Email Address
Business Address 1
Business Address 2
Business City
Business State
Business Zip Code
Broker’s Phone Number
Type of Ownership
Tax Form
Number of Employees
Year of Inception
Reason for Valuation
 Seeking Equity Financing
 Seeking Debt Financing
 Estate Planning
 Looking to Sell My Business
 Looking to Buy a Business
 Insurance and Risk Planning
 Accounting Preparation
 409-A Valuation Pre-assessment
 Just Curious
PGP Life Business Valuation • www.pgplife.com • 631.951.9200 ext 142 • [email protected]
Business Valuation
What’s Your Business Worth?
Find out through this simple, thorough process for a
fraction of the cost and time of traditional off-line methods.
LIFE
 INCOME AND EXPENSES
1040c1120
Version:
Enter your organization’s financial information, corresponding to the income statement.
Revenue - Part 1, Line 1 of your 1040c
Current Year
Past Year
Two Years Ago (optional)
Pre-tax Income - Part 2, Line 31 of your 1040c
Current Year
Past Year
Two Years Ago (optional)
Officer Compensation - Deductions section, Lines 14, 19 and 24 of your 1040c
Current Year
Past Year
Two Years Ago (optional)
Interest Expenses - Part 2, Line 12 of your 1040c
Current Year
Past Year
Two Years Ago (optional)
Non Cash Expenses - Part 2, Lines 12 and 13 of your 1040c
Current Year
Past Year
Two Years Ago (optional)
One-time/Non-operating Expenses/Losses
Current Year
Past Year
Two Years Ago (optional)
One-time/Non-operating Revenue/Gains
Current Year
Past Year
Two Years Ago (optional)
PGP Life Business Valuation • www.pgplife.com • 631.951.9200 ext 142 • [email protected]
Business Valuation
What’s Your Business Worth?
Find out through this simple, thorough process for a
fraction of the cost and time of traditional off-line methods.
LIFE
1040c1120
Version:
 ASSETS
Your balance sheet data will be captured, beginning with the assets. These figures will be
compared to industry benchmarks and the valuation will be adjusted accordingly.
Cash - Refer to your balance sheet
Current Year
Past Year
Two Years Ago (optional)
Accounts Receivable - Refer to your balance sheet
Current Year
Past Year
Two Years Ago (optional)
Inventory - Part 3, Line 41 of your 1040c
Current Year
Past Year
Two Years Ago (optional)
Other Current Assets - Refer to your balance sheet
Current Year
Past Year
Two Years Ago (optional)
Fixed Assets - Refer to your balance sheet
Current Year
Past Year
Two Years Ago (optional)
Intangible Assets - Refer to your balance sheet
Current Year
Past Year
Two Years Ago (optional)
PGP Life Business Valuation • www.pgplife.com • 631.951.9200 ext 142 • [email protected]
Business Valuation
What’s Your Business Worth?
Find out through this simple, thorough process for a
fraction of the cost and time of traditional off-line methods.
 LIABILITIES
LIFE
1040c1120
Version:
With the full representative list of your liabilities in your balance sheet, you can have a more
accurate valuation and more detailed industry comparable ratios in your final report.
Accounts Payable - Refer to your balance sheet
Current Year
Past Year
Two Years Ago (optional)
Other Short-term Liabilities - Refer to your balance sheet
Current Year
Past Year
Two Years Ago (optional)
Past Year
Two Years Ago (optional)
Past Year
Two Years Ago (optional)
Past Year
Two Years Ago (optional)
Long-term Debt
Current Year
Bank Loans
Current Year
Contingent Liabilities
Current Year
PGP Life Business Valuation • www.pgplife.com • 631.951.9200 ext 142 • [email protected]
Business Valuation
What’s Your Business Worth?
Find out through this simple, thorough process for a
fraction of the cost and time of traditional off-line methods.
LIFE
1040c1120
Version:
 GROWTH AND PROJECTIONS
In addition to specific financial metrics, there are other important factors that influence the
business’ value. The items below enable us to understand key growth statistics and anticipate
future performance.

Projected Revenue Growth (Annualized Growth Rate) / %

Long Term EBITDA Margin / %

Percent of Business Recurring / %

Do you have Intellectual Property, including Trade Secrets or Patents?
PGP Life Business Valuation • www.pgplife.com • 631.951.9200 ext 142 • [email protected]
Business Valuation
What’s Your Business Worth?
Find out through this simple, thorough process for a
fraction of the cost and time of traditional off-line methods.
LIFE
 OPERATIONS
1040c1120
Version:
Lastly, we will have a broader look at the enterprise. Do take time to answer the appropriate
questions about your business’ operations.

What Percentage of Sales Comes From Your Top Three Customers?

What Percentage of Your Business is Conducted Online?

If the Owner of Your Business Left, How Would Your Profits and Revenue
Be Impacted?

Does Your Current Life or Key Person Insurance Coverage and Risk
Management Program Cover the Business Valuation Quotation Above?
 Yes 

No
Do You Rent Or Own?
 Rent 
Own
PGP Life Business Valuation • www.pgplife.com • 631.951.9200 ext 142 • [email protected]