Frequently Asked Questions

What should I provide to get a preliminary assessment of my business?

1. Financial statements and tax returns for three years plus year to date statements.
2. Copy of business lease or a copy of most recent real estate appraisal if property is owned.
3. Estimate of fair market value of business assets, including equipment, inventory, etc.
4. Copy of Dealership or Franchise agreements.
5. Sample promotional literature.
6. A brief history of the company and description of products or services.

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