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1. Business Name:_____________________________________
2. Business Address:____________________________________
3. Owner’s name & title:__________________________________
4. Owner’s phone:_______________________________________
5. Owner’s email address:________________________________
6. Company’s web address:_______________________________
7. Years Established:____________________________________
8. Years Owned:________________________________________
9. Description of business:_________________________________________
_______________________________________________________________
10. Organization Type (S Corp, LLC, etc.)_____________________________
11. Reason for sale?______________________________________________
12. Number of FT employees:_____________________
13. Number of PT employees:_____________________
14. Any key employees that can assume owner’s role?_______________________
15. Company Offices:
a. Leased or owned?___________________________
b. Type of building or complex:___________________________________________
c. Expiration date of lease and options for renewal:__________________________
d: Total square feet:____________________________
e. Monthly rent including tax:_____________________
16. Number of active clients:______________________
17. Special licenses required to operate the business:_______________________
___________________________________________________________________
18. If owner is license holder, would you stay on after the sale?_______________
___________________________________________________________________
19. What is the market value of your:
a) Inventory:____________________________________________
b) Furniture, Fixtures & Equipment:_________________________
c) Vehicles:____________________________________________
d) Leasehold Improvements:_______________________________
e) Real Estate:__________________________________________
f) Other:________________________________________________
20. FINANCIAL INFORMATION FOR YEAR _______________
a. GROSS SALES:____________________________________
b. Cost of Goods Sold:_________________________________
c. GROSS PROFIT:____________________________________
d. Total Expenses:_____________________________________
e. NET INCOME BEFORE TAXES________________________
ADDBACKS:
f. Owner’s Salary and # of Owner’s Included in this Amount:_________________
___________________________________________________________________
g. Depreciation Expense:______________________________________________
h. Interest expense:___________________________________________________
i Other owner benefits and their dollar value (health and life insurance, car, etc.)
_____________________________________________________________________
_____________________________________________________________________
j. TOTAL OWNER BENEFIT (Net income + owner’s salary + fringe benefits +
depreciation + interest expense) = $________________________________________
k. Source of Above Data:________
(1) Tax Return
(2) Year End Income Statement or P&L
(3) Owner Estimate
(4) Other (explain):______________________________________________________
21. Do you use an accountant?_________________
22. Opportunities for company growth:______________________________________
______________________________________________________________________
______________________________________________________________________
FLORIDA BUSINESS ADVISORS INC.
4500 140th Ave. N., #101
Clearwater, FL 33762
Phone: 727-712-1222 Fax: 727-781-4645
Email: Info@FloridaBusinessAdvisors.com
www.FloridaBusinessAdvisors.com
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