Client Intake All fields are required.Name* First Last Email* Phone*Company Name - Legal*Company Name - DBAAddress* Street Address City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific 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?*
