Business Valuation Engagement & Discovery Form

Please have information on your business structure & financials handy to fill out the form. This form has been encrypted to protect all of its data. Upon completion, one of our professionals will be in touch within 24-48 hours.

Question Title

* Contact Information

Full Name

Company Name

Business Address

Business Address 2

City/Town

State/Province

ZIP/Postal Code

Email Address

Mobile Number

Question Title

* Business Structure

Partnership

S-Corp (Including an LLC Taxed As)

C-Corp (Including an LLC Taxed As)

Sole Proprietorships (Including an LLC Taxed As)

Other (please specify)

Question Title

* # of Employees

Question Title

* Company Inception Date

Company Inception Date

Date

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* Please Select Your Reasons for Running A Valuation (Select All That Apply)

Business Valuation Only

Insurance & Risk Planning

Retirement, Succession, or Estate Planning

Selling or Buying a Business

Loan or Equity Financing

409-A Valuation Pre-assessment

To Satisfy Your Curiosity

Other (please specify)

Question Title

* I'd Like to Engage in the Following:

Valuation Reports Only - $849

Valuation Reports + 1 Hour Meeting With One of Our Professionals - $999

Formal Valuation by Team of Certified Valuation Analysts - Priced Based on Complexity

Securities offered through First Allied Securities, Inc. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, a Registered Investment Adviser. First Allied is under separate ownership from any other named entity. 115 Fairchild Street, Suite 320, Charleston, SC 29492. 843-471-1470.

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