The following questions are not meant to require excessive time or research. Instead, we use these questions to better understand your valuation needs.
- What is your name, company, and contact information?
- What is the name, address, and website of the business to be valued?
- What is the purpose of the valuation?
- How will the deliverable be used?
- How did you hear about Adams Capital?
- What is the interest to be valued?
- What is the valuation date?
- Provide a description of the business.
- How does the business make money?
- Please describe the business in terms of:
- Products, technology, market, and competition
- Number of employees
- Annual sales
- Profitability/Margins
- Anticipated growth
- Are there any specific timelines that need to be considered in our deliverable due dates?
- Are there any unique issues we should be aware of (ie. litigation, IRS audit, key persons, union activity, etc)?
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