Free Broker Opinion of Value

Start your valuation.

Answer what you can — every answer sharpens your number, and nothing here is required beyond where to send the report. Wes prepares your BOV personally. Free, confidential, no obligation.

Step 1 of 8Only step 1 is needed — everything after is optional

Deliver the report to:

First name

Last name

Phone

The company name is: (kept strictly confidential)

The industry is:

I’m here because:

Company basics

What’s the company’s legal name, entity type, and state of registration?

Any DBA name?

Company website

Who owns the company? Names, titles, and ownership percentages

Where is the business physically located?

Financials

Roughly, annual gross revenue (skip if you'll be sending financials)

Roughly, annual profit / SDE (owner salary and depreciation count — that’s the point of SDE)

Does any single customer make up more than 20% of revenue? Tell us a little

Any long-term contracts or recurring revenue? Roughly what share of revenue?

How much accounts receivable is normal for the company?

People & payroll

Is anyone on payroll (family or otherwise) leaving after the sale? What role would need replacing?

How many employees stay on after the sale?

Are they W-2, 1099, or a mix?

Would a new owner need to manage day to day, or does the team run itself?

Which managers stay on, and what do they do?

Assets, inventory & licenses

Typical value of your saleable inventory

Rough wholesale value of equipment and vehicles

Would a new owner need any licenses? What licenses do you operate with today?

Documents you could share when Wes follows up (he'll send a secure way to share them — nothing uploads here)

Payroll report / employee list / org chart Equipment list (type, value, age) AP/AR report Financial statements / tax returns

Real estate

Do you own or lease your space?

If leasing: rent, square footage, and time left on the lease. If you own: would you rather sell the property or stay on as landlord?

Growth & your role after the sale

How do new customers find you today? Any marketing that works?

Open to staying on as paid management for a while?

Open to staying involved as a 1099 consultant or commissioned salesperson?

Open to seller financing for a well-qualified buyer?

The story

In a few sentences, what does your business do?

What else should a buyer appreciate about this business?

Anyone we should NOT contact? (we often approach strategic buyers in your industry — be specific and we’ll steer well clear)

← Back Next →

Something went wrong sending your information. Please email [email protected] or call 727-485-9590.

Everything you share is kept strictly confidential and used only to prepare your valuation. A business broker cannot provide legal or tax advice.