Client Intake

All fields are required.

Name*

First Last

Email*

Phone*

Company Name - Legal*

Company Name - DBA

Address*

Street Address City State ZIP Code

Website*

Entity Type*

LLC
S-Corp
C-Corp

Ownership Structure*

Please tell us who owns equity in your company, and what percent.

Year Established*

Primary Contact for Our Discussions*

Preferred Communication Method(s)*

We respect your privacy and are sensitive to maintaining strict confidentiality around our work and discussions. Please let us know how to contact you -- or how NOT to contact.

Mobile - Voice
Mobile - Text
Email
Special Instructions

Special Communication Instructions*

How would you like us to share documentation?*

Email is fine
Share via secure Google Drive folder
Share via secure Dropbox folder

Who does the bookkeeping and accounting at your company?*

How often are your financial statements updated?*

Please give a brief description of the business premises (all locations, if more than one).*

Who owns the real estate associated with your business?*

If your business leases the premises from a third party, how many more years/months remain on your lease?*

Have you ever had your business valued before?*

Yes
No

If yes, please describe*

Have you ever received an unsolicited offer to buy your business?*

Yes
No

If yes, please describe.*

What are your main reasons for having the business valued by Allan Taylor?*

Do you have any concerns about having your business valued?*

Do you have a goal value for your business?*

Is there anything else you would like to share with us at this time?*

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