What We Need From You for a Valuation
BridgePoint Business Group, Led by Michael DeVault
Preparing for Your Business Valuation
To provide an accurate and lender-aligned valuation of your business, we require specific financial and operational documents. These materials help us assess your business’s value comprehensively, ensuring a realistic and marketable price. Please gather the following documents to begin the valuation process.
Documents Required
- Profit & Loss (P&L) Statements for the last 3 years and current year-to-date
- Tax Returns for the last 3 years
- Balance Sheets for the last 3 years and current year-to-date
- Accounts Receivable (A/R) List
- Accounts Payable (A/P) List
- W-2s for Family Members (if involved in the business)
- Furniture, Fixtures, and Equipment (FF&E) List
- Inventory List
- Current Real Estate Appraisal (if applicable) or a copy of the lease
If you’re unable to provide any of these documents, contact us to discuss alternative valuation options. Our team, led by Michael DeVault, is here to guide you through the process as a business broker, keeping the process confidential.
Why These Documents Matter
Each document provides critical insights into your business’s financial health and operational value. For example, P&L statements and tax returns show profitability trends, while FF&E and inventory lists help assess tangible assets. A current real estate appraisal or lease copy ensures we account for property-related value accurately. By providing complete and accurate information, you enable us to deliver a valuation that aligns with lender standards and attracts qualified buyers.
Contact us today: Michael DeVault | mike@bridgepointbusinessgroup.com | 615-240-5235
© 2025 BridgePoint Business Group. All rights reserved.
Contact Michael DeVault: mike@bridgepointbusinessgroup.com | 615-240-5235
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