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Title* Mr      Mrs      Ms      Dr       
First Name*  
Last Name*  
Title or Relationship to Business Entity* Owner (sole proprietor)
President
Vice President
Partner
Potential Buyer
Potential Investor
CPA or Accountant
Attorney
Other
 
Business Legal Name*  
Doing Business As  
Business Address*  
City*  
State*  
Zip*  
Business Legal Entity* C-Corporation
S-Corporation
LLC
Partnership
Sole Proprietorship
 
Years in Business*  
State of Incorporation or business formation*  
Total Number of Partners/Shareholders*  
Description of Business*
Where are your customers located?* International
National
Regional
In-state
Metro-area
Local/county
Other
 
Business Web Site  
Purpose of Appraisal* Preparing to Sell Business
Planning to Buy Business
Partner/Shareholder Buy-out
Buy/Sell Agreement
Partial Sale of Business
Business Reorganization
ESOP
Incentive Stock Option Plan
Divorce
Dissenting Shareholder
Other Litigation
Estate Taxes
Gift Taxes
IRS Workout
Spin-off
IPO
Charitable Donation
Fairness Opinion
Retirement Planning
Succession Planning
Other
 
Address to Send Completed Appraisal Report* Same as business address
 
City*  
State*  
Zip*  
Please provide your own personal email address and private telephone number so that we may contact you discretely, if necessary.
Email Address*  
Phone*  
How did you hear about us?*  
Other  
Additional Comments  

 
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