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PROPOSAL REQUEST FORM

Valuation Advisors would be happy to prepare a proposal to value your company. Simply complete the information below and click the "SUBMIT" button found at the end of this form. A proposal will be delivered to you via fax, overnight delivery, or e-mail - it's your choice. If you have any questions regarding this form, please e-mail them to now@valuationpros.com. We welcome the opportunity to provide you the highest quality professional valuation services. Thank you.

If this form doesn't accommodate your needs, or you have additional questions, please contact us at 1-877-287-8258. You can also send us your name and telephone number via e-mail at now@valuationpros.com and we'll give you a call.

COMPLETE CONFIDENTIALITY ASSURED. All information collected from this form will be kept in the strictest confidence. The information contained herein will be used only for purpose of preparing a proposal for business appraisal services and will not be used for any other manner.

Please provide the requested information as thoroughly as possible to facilitate our ability to prepare a proposal in a timely fashion. Thank you.

Client Name
Entity to be Valued

Full legal name of the entity to be valued
To-be-Named
Type of Entity

Corporation (C or S), Partnership, LLC Etc.
State of Organization or Incorporation
Principal and Intented Use of the Appraisal

For example, gift taxes (gifts made/to be made), estate taxes, other - describe
Nature of Proposed Transaction

Briefly describe the nature of the transaction or requirement giving rise to this appraisal
Effective Date of Appraisal

For example, date of death, date of gift, or other transaction date
Latest Year Total Revenues
Latest Year Total Assets
Latest Year Net Income
Number of Shareholders
Number of Operating Locations
Interest(s) to be Valued

Please describe the interest to be valued. For example:
- a 1% limited partnership interest of the FLP
- a 5% non-managing member interest of an LLC
- 100 shares of non-voting common stock out of a total of 1,000 voting and non-voting shares
- a 51% general partnershiop interest
If more than one interest is to be valued, please describe each interest.
For Existing Entities

Are financial statements audited, reviewed, or compiled?
Number of Years Available
1 2 3 4 5
Date of Last Business Valuation
Desired Timetable

If there is a known deadline (e.g., an estate tax filing date) please indicate. VAL strives to complete every project within 30 days of obtaining all the necessary information from our clients.
Other Comments or Questions
We need the following contact information so that we can prepare the proposal. Please fill out completely.
Name
Title
Firm
Street Address
City
State
Zip Code
Country
E-mail
Telephone
Fax
Relationship to Client
Client
Attorney
CPA
Other
Deliver Proposal By
Fax Transmission (with original by mail)
First Class Mail
E-Mail
      

To maintain a record of your proposal submission, please press the print button on your computer to print out this form.

To receive a proposal for the requested appraisal from Valuation Advisors, please hit the "SUBMIT" button after completing this form. If we need additional information or clarification, we will call you.

If you have further questions, please e-mail us at now@valuationpros.com or call at 1-877-287-8258. One of our professionals will be pleased to speak with you.


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