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Home
Services
Main Menu
Gift & Estate Tax Valuations
Business Valuation
Family Limited Partnerships
Limited Liability Companies (LLC)
Financial Asset & Other Valuation
Business Transactions
Employee Stock Plans (ESOP)
Financial Reporting
Business Combinations
Impairment Testing
Stock-Based Compensation
Charitable Contributions
SBA Loans
Value Enhancement
Our Team
Main Menu
Don M. Drysdale
Chris Treharne, ASA, CVA
Dustin Crespin
Cathi Foster
Santiago D’Agostino
Our Experience
Testimonials
Resources
Main Menu
Our Reports
Blog
Sample Report
Court Cases
Contact Us
Main Menu
Request for Proposal
Denver
303-532-2545
Salt Lake City
801-466-5410
Chicago
630-296-7708
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Request for Proposal
Proposal Request Form
Client Name (company, estate, idividual, ESOP, etc.)
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Legal name(s) and title(s) of contract signer(s)
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Complete legal name of the entity to be valued
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Valuation Date
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State in which the entity has been formed
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State in which the business is located
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Contact person
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Contact person's address
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Contact person's firm name (if applicable)
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Are you a new client?
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Type of entity being valued:
C-corporation
S-corporation
Proprietorship
General partnership (GP) or limited liability partnership (LLP)
Limited partnership (LP) or limited liability limited partnership (LLLP)
Limited liability company (LLC)
Other (please note in comments)
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Purpose of the valuation:
Gift tax
Estate tax
Income Tax
ESOP
Divorce
Sale
Dissenter
Dissenter’s rights
Shareholder Oppression/label
SEC 409A
ASC 805, 350 or 360
ASC 718
Buy/Sell Agreement
Other (please note in comments)
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Ownership Basis:
Non-controlling (minority) ownership interest
Controlling ownership interest
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Description of the ownership interest being valued (check all that apply):
Common Stock
Common Stock Option
Convertible preferred stock
Straight preferred stock
Limited partner
LLC member interest
Intangible asset
Other (please note in comments)
Standard of value:
Fair value
Investment value
Fair market as defined for federal statutory valuations
Fair market as defined in the state of formation
Other (please note in comments)
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Description of the ownership interest being valued (check all that apply):
Manufacturing
Service provider
Wholesale or distribution
Agriculture
Limited partner
Construction
Retail trade
Holding company owning real estate
Agriculture Holding company owning marketable securities
Other (please note in comments)
Please provide other information that we should know to prepare a complete proposal:
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