Business Appraisal Form

Describe your type of business (ex: restaurant, retail clothing, sheet metal manufacturer, dog grooming service).

List any special types of licenses, permits or training a new owner would need to possess or obtain.  Include the type of liquor license you possess, if any.

Is your business a part of a franchise?  If so, what is the name of the franchise?

What is the purpose of this appraisal (are you selling, buying, transferring financial documents or personal information)?

Is your business currently for sale or has your business been listed for sale in the past 2 years?

Yes   No

If so, and you used a Business Broker, please provide name of Broker

Are your books and tax returns handled by a professional?

  Yes      No

Does your business carry business insurance: workers comp & liability?

  Yes      No

Is your company in a growth industry?

  Yes      No

Years the business has been established:

1-2 yrs 3-5 yrs 6-10 yrs 10-20 yrs 21+

Years you have owned the business:

1-2 yrs 3-5 yrs 6-10 yrs 10-20 yrs 21+

Hours per week you operate the business:

40+ hrs 30-40 hrs 20-39 hrs 1-19 hrs 0

How many full time employees, excluding owner (2 PT = 1 FT)?

0-1 2-4 5-10 11-19 20+

How many years are left on your lease (with options)?

0-1 yrs 2-4 yrs 5-9 yrs 10+ yrs Own RE

How much of the sales price are you willing to finance yourself?

None 1-20% 21-40% 41-59% 60-100%

Which would best describe the competition in your field?

High Moderate Low

Financial Information for Year 2006

Total Annual Sales


Net Profit (per your tax return)


What would be the estimated net income if it was entirely help run?


Owner's draw or salary


Was the owner's draw or salary AFTER determining net profit?

  Yes      No

Are any family members working without pay or under the table?

  Yes      No

If yes, please estimate combined hours per week worked by relatives not on payroll:

Add Backs: Find the following figures on your tax return and enter below

Depreciation Expense


Loan or interest payments on business not being assumed


Personal leases or payments of vehicles not included in sale


Cash sales which aren't reported but can be proven


Other personal expenses run through the company



What is the value of your fixtures and equipment in current condition?


What is the value of your inventory at cost?


If you own and are selling the real estate, what is the value of real estate?


Is there any additional information you would like us to know?

Business name that will appear on the appraisal certificate

Contact Information

First Name:

Last Name:


Apt or Unit: