Thanks for coming here!

Please enter as much information as possible. The old saying "Garbage in, Garbage out" applies.
If you are not sure about items put in a question mark. We recommend that you ask your CPA for entry help if in doubt.
If you would like to receive a paper format of this form email your request to Julie@ersi.biz

What is your

Question Title

* 1. What is your

What is your Company Operating as?

Question Title

* 2. What is your Company Operating as?

When is your fiscal year end? (MM/DD)

Question Title

* 3. When is your fiscal year end? (MM/DD)

In what year did your business start?

Question Title

* 4. In what year did your business start?

What is your projected Growth rate next year (%)?

Question Title

* 5. What is your projected Growth rate next year (%)?

What do you project your long-term average profit margin to be (%)?

Question Title

* 6. What do you project your long-term average profit margin to be (%)?

What percentage of your business is recurring business (5)?

Question Title

* 7. What percentage of your business is recurring business (5)?

What percentage of your sales are done with your top 3 customers (%)?

Question Title

* 8. What percentage of your sales are done with your top 3 customers (%)?

What percentage of your sales are done online (%)?

Question Title

* 9. What percentage of your sales are done online (%)?

What would be the impact on your sales and revenues if the Owner left the business suddenly?

Question Title

* 10. What would be the impact on your sales and revenues if the Owner left the business suddenly?

How many:

Question Title

* 11. How many:

What is your

Question Title

* 12. What is your

Do you own any Intellectual Property Rights (Trademarks, Patents, etc)?

Question Title

* 13. Do you own any Intellectual Property Rights (Trademarks, Patents, etc)?

With Regards to Business Property

Question Title

* 14. With Regards to Business Property

Business Real Estate

Question Title

* 15. Business Real Estate

Financial Data for 2013 - from P&L

Question Title

* 16. Financial Data for 2013 - from P&L

Financial Data for 2013 - From Balance Sheet

Question Title

* 17. Financial Data for 2013 - From Balance Sheet

Financial Data for 2014 - from P&L

Question Title

* 18. Financial Data for 2014 - from P&L

Financial Data for 2014 - From Balance Sheet

Question Title

* 19. Financial Data for 2014 - From Balance Sheet

Financial Data for 2015 - from P&L

Question Title

* 20. Financial Data for 2015 - from P&L

Financial Data for 2015 - From Balance Sheet

Question Title

* 21. Financial Data for 2015 - From Balance Sheet

Projected Financial Data for 2016 - from P&L

Question Title

* 22. Projected Financial Data for 2016 - from P&L

Projected Financial Data for 2016 - From Balance Sheet

Question Title

* 23. Projected Financial Data for 2016 - From Balance Sheet

T