Valuation Order Form

To order your valuation, please complete this form and email to

along with the necessary financial statements listed below. (* required fields)

Date

DETAILS FOR OUR INVOICE

Full Name of Primary Contact *
Company Name *
Phone Number *
Address *
(this will appear on your invoice) / Address Line 1
Address Line 2
City/Suburb
State
Post Code
Email address *
How did you hear about us? *

ABOUT THE BUSINESS BEING VALUED

Business name *
Business address * / Same as invoice address / YES / NO
Address Line 1
Address Line 2
City/Suburb
State
Post Code
Business website address
Business type *
(eg. Fruit & Vegetable shop)
What is the purpose of the valuation? *
(e.g. buying a business, selling your business, partner buy-out, restructure, share issue or share transfer etc.)
Does the business operate from premises owned or leased? *
If leased, how many years are remaining on the lease of these premises
What are the options to renew/extend this lease?
Estimated value of business or asking price? *
Estimate value of stock? (if applicable)
How many years has the business been established? *
How many employees does the business have? *
Please advise the number of business owners currently working in the business and their working arrangements? *
(For example – two working owners, 1 x full time, 1 x 16 hours per week.)
Does the profit & loss statement include a wage to the owner(s)? If so, please advise how much they are paid per year. *

ADDITIONAL INFORMATION

What do you consider are the strengths of the business?*
What do you consider are the weaknesses of the business? *
What do you consider are the opportunities of the business? *
What do you consider are the threats of the business? *
Please provide any other additional information about the business you think may be relevant?
Any other comments you would like to add?

FINANCIAL STATEMENTS REQUIRED

Profit & Loss (P&L) Statement for the past 3 years * / Statement attached: YES / NO
Balance Sheet for the past 3 years * / Statement attached: YES / NO
Interim P&L and Balance Sheet for the current year / Statement attached: YES / NO
Budgets or forecasts for future years / Statement attached: YES / NO
Most recent business Tax Return / Statement attached: YES / NO
Stock Listing / Statement attached: YES / NO
Depreciation Schedule (if the business has substantial plant & equipment) or listing of Plant & Equipment / Statement attached: YES / NO
Any other relevant documents / Statement attached: YES / NO

FAST-TRACK SERVICE

Would you like to request our Fast-Track Service Option?
If confirmed, the surcharge will appear on your invoice. Fast-Track Service offers you the quickest possible service at that particular point in time. / YES / NO

* required fields

PAYMENT

Our invoice details available payment options. Work on your valuation will commence upon receipt of full payment and necessary documentation. By submitting this form you confirm you agree to our Terms of Engagement.

PRIVACY

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BIZVAL PTY LTD CONTACT DETAILS

Email

Phone 1300 916 973

ABN 34 624 330 098



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