Free Business Valuation Form | ShieldWolf Strongholds

A strong exit plan starts here...

Today's Date: 07/31/2025

First Name *

Last Name *

Email *

Phone *

Business Name *

Business Address *

City *

State *

Postal code *

Website

Tax ID Number *

Inception Date: *

Fiscal Year End Date: *

Estimated Net Worth: *

$

Do You, Your Spouse, Or Any Of Your Family Members Own Any Additional Businesses?

GENERAL QUALIFICATIONS

Knowing the value of your business is critical in any plan for raising capital or business exit planning for a lucrative liquidity event. Please provide the following information for assistance with your business exit and valuation planning assessment.

The Goodwill of the business is assumed to last 5 years after change of ownership unless otherwise indicated below:

Taxation and form of business:

If LLC, check here

Please also check the form of taxation *

C Corporation

S Corporation

Partnership

Sole Proprietorship

Business owner’s estimate of business value: *

$

Near term annual growth rate assumed 10% unless otherwise indicated

Attach the most recent two/three years of company tax returns with any adjustment to book value.

Year One Tax Return *

Year Two Tax Return *

Year Three Tax Return

Please note any significant discrepancies on your balance sheet that are not accounted for within your business returns that may either effect book value or cash flows (e.g. FMV of real estate, unforeseen claim against the business, owner retirement, etc.)

PLANS FOR BUSINESS EXIT

What do you want the ownership to be in 5 years? *

Who will and How will your company be managed 5 in years?

How much annual cash flow would you be able to budget toward an exit plan?

Is there not an existing buy/sell agreement? *

Yes

No

If yes, what type?

Cross purchase

Entity

Other

If other:

How is the buy/sell agreement funded?

Would you like a review of your current buy/sell agreement? *

Yes

No

If yes, please include a copy of your business’ governing document with this fact finder (e.g. shareholders agreement, partnership agreement, operating agreement, etc.).

CURRENT OWNERSHIP

This section is required to complete the evaluation illustration.

1st Owner's Name *

1. Sex *

Male

Female

1. Birth Date *

1. Ownership % *

1. Annual Salary (W2 or guaranteed payment) *

$

1. Replacement Manager Salary *

$

Note: For a variety of reasons, a business owner may choose to over- or undercompensate him- or herself. If a nonowner was hired to perform a majority of the functions that the owner(s) presently performs, what annual salary would have to be paid to the nonowner manager?

1. Individual Tax Bracket % *

___________________________________

2nd Owner's Name

2. Sex

M

F

2. Birth Date

2. Ownership %

2. Annual salary (W2 or guaranteed payment)

$

2. Replacement Manager Salary

$

Note: For a variety of reasons, a business owner may choose to over- or undercompensate him- or herself. If a nonowner was hired to perform a majority of the functions that the owner(s) presently performs, what annual salary would have to be paid to the nonowner manager?

2. Individual Tax Bracket %

___________________________________

3rd Owner's Name

3. Sex

Yes

No

3. Birth Date

3. Ownership %

3. Annual salary (W2 or guaranteed payment)

$

3. Replacement Manager Salary

$

Note: For a variety of reasons, a business owner may choose to over- or undercompensate him- or herself. If a nonowner was hired to perform a majority of the functions that the owner(s) presently performs, what annual salary would have to be paid to the nonowner manager?

3. Individual Tax Bracket %

___________________________________

4th Owner's Name

4. Sex

M

F

4. Birth Date

4. Ownership %

4. Annual salary (W2 or guaranteed payment)

$

4. Replacement Manager Salary

$

Note: For a variety of reasons, a business owner may choose to over- or undercompensate him- or herself. If a nonowner was hired to perform a majority of the functions that the owner(s) presently performs, what annual salary would have to be paid to the nonowner manager?

4. Individual Tax Bracket %

___________________________________

5th Owner's Name

5. Sex

M

F

5. Birth Date

5. Ownership %

5. Annual salary (W2 or guaranteed payment)

$

5. Replacement Manager Salary

$

Note: For a variety of reasons, a business owner may choose to over- or undercompensate him- or herself. If a nonowner was hired to perform a majority of the functions that the owner(s) presently performs, what annual salary would have to be paid to the nonowner manager?

5. Individual Tax Bracket

___________________________________

Identify owners or key people who are related by blood or marriage:

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