Business Owner Valuation and Exit Plan

Your details are kept completely confidential and will only be used to prepare your valuation and exit plan.

For any questions that do not apply, enter "N/A" or "0" if monetary.

Today's Date: 09/01/2025

First Name *

Middle Name

Last Name *

Phone *

Company Name *

Website

Street Address *

City *

State *

Country

Postal code *

Tax ID Number *

Business Inception Date: *

Fiscal Year End Date:

COMPANY OWNERS' INFORMATION

1st Owner's Name (If applicant, please re-enter your name) *

1st Owner's Sex

Male

Female

1st Owner's Birth Date *

1st Owner's % of Ownership *

1st Owner's W-2 Compensation (If Corporation)

$

1st Owner's Replacement Salary (see note):

$

Note: For a variety of reasons, a business owner may choose to over or under compensate him or herself. If a non-owner 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 non-owner manager?

1st Owner's Estimated Amount Of Annual Profits

$

How Much Would 1st Owner Like To Contribute To A Qualified Plan? *

$

1st Owner's Estimated Net Worth *

$

Does This Company Have A 2nd Owner? *

Yes

No

2nd Owner's Name *

2nd Owner's Sex

Male

Female

2nd Owner's Birth Date *

2nd Owner's % Of Ownership *

2nd Owner's W-2 Compensation (If Corporation) *

$

2nd Owner's Replacement Salary *

$

Note: For a variety of reasons, a business owner may choose to over or under compensate him or herself. If a non-owner 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 non-owner manager?

2nd Owner's Estimated Amount Of Annual Profits

$

How Much Would 2nd Owner Like To Contribute To A Qualified Plan? *

$

2nd Owner's Estimated Net Worth

$

Does This Company Have A 3rd Owner? *

Yes

No

3rd Owner's Name *

3rd Owner's Sex

Male

Female

3rd Owner's Birth Date *

3rd Owner's % Of Ownership *

3rd Owner's W-2 Compensation (If Corporation) *

$

3rd Owner's Replacement Salary *

$

Note: For a variety of reasons, a business owner may choose to over or under compensate him or herself. If a non-owner 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 non-owner manager?

3rd Owner's Estimated Amount Of Annual Profits

$

How Much Would 3rd Owner Like To Contribute To A Qualified Plan? *

$

3rd Owner's Estimated Net Worth

$

Does This Company Have A 4th Owner? *

Yes

No

4th Owner's Name *

4th Owner's Sex

Male

Female

4th Owner's Birth Date *

4th Owner's % Of Ownership *

4th Owner's W-2 Compensation (If Corporation)

$

4th Owner's Replacement Salary

$

Note: For a variety of reasons, a business owner may choose to over or under compensate him or herself. If a non-owner 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 non-owner manager?

4th Owner's Estimated Amount Of Annual Profits

$

How Much Would 4th Owner Like To Contribute To A Qualified Plan? *

$

4th Owner's Estimated Net Worth

$

Does This Company Have More Than 4 Owners? *

Yes

No

Please List All additional Owners Including Their Date of Birth, Percentage Of Ownership, W-2 Compensation (If Corporation), Estimated Amount Of Profits, How Much They Want To Contribute To A Qualified Plan, and Their Estimated Net Worth: *

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

Do You Already Have A Financial Professional? *

Yes

No

Financial Professional's Full Name

Financial Professional's Email

Financial Professional's Phone Number

PLANS FOR BUSINES 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 a succession plan?

Is there an existing buy/sell agreement?

Yes

No

If yes, what type of buy/sell agreement?

Cross purchase

Entity

Other

If other buy/sell agreement

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.).

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

Year one income statement/balance sheet/tax return *

Year Two Income Statement/Balance Sheet/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.)

Do You, Your Spouse, Or Any Of Your Family Members Own Any Additional Business Entities? *

Yes

No

ADDITIONAL COMPANY INFORMATION

Additional Company Name *

Additional Company Tax ID Number *

Does This Additional Company Have Any Non Owner Employees? *

Yes

No

Please note: If your company has employees, we request a copy of the employee census to design your plan. Why? This helps us determine how to structure the plan, maximize the benefit to you and remain within IRS compliance.

How Is This Additional Company Taxed? *

Sole Proprietor

Partnership

C - Corp

S - Corp

Additional Company Owner's Name *

Additional Company Owner's Sex

Male

Female

Additional Company Owner's Date Of Birth *

Additional Company Owner's % Of Ownership *

Additional Company Owner's W-2 Compensation *

$

Additional Company Owner's Replacement Manager Salary

$

Note: For a variety of reasons, a business owner may choose to over or under compensate him or herself. If a non-owner 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 non-owner manager?

Additional Company Owner's Estimated Amount of Annual Profits?

$

Does This Additional Company Have A 2nd Owner? *

Yes

No

Additional Company 2nd Owner's Name *

Additional Company 2nd Owner's Sex

Male

Female

Additional Company 2nd Owner's Date Of Birth *

Additional Company 2nd Owner's % Of Ownership *

Additional Company 2nd Owner's W-2 Compensation *

$

Additional Company 2nd Owner's Manager Replacement Salary

$

Note: For a variety of reasons, a business owner may choose to over or under compensate him or herself. If a non-owner 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 non-owner manager?

Additional Company 2nd Owner's Estimated Amount of Annual Profits?

$

Does this additional company have a 3rd owner?

Yes

No

Additional Company 3rd Owner's Name *

Additional Company 3rd Owner's Sex

Male

Female

Additional Company 3rd Owner's Date Of Birth *

Additional Company 3rd Owner's % Of Ownership *

Additional Company 3rd Owner's W-2 Compensation *

$

Additional Company 3rd Owner's Replacement Manager Salary

$

Note: For a variety of reasons, a business owner may choose to over or under compensate him or herself. If a non-owner 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 non-owner manager?

Additional Company 3rd Owner's Estimated Amount of Annual Profits?

$

Does This Additional Company Have A 4th Owner? *

Yes

No

Additional Company 4th Owner's Name *

Additional Company 4th Owner's Date Of Birth *

Additional Company 4th Owner's % Of Ownership *

Additional Company 4th Owner's W-2 Compensation *

$

Additional Company 4th Owner's Replacement Manager Salary

$

Note: For a variety of reasons, a business owner may choose to over or under compensate him or herself. If a non-owner 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 non-owner manager?

Additional Company 4th Owner's Estimated Amount of Annual Profits?

$

Does This Additional Company Have More Than 4 Owners? *

Yes

No

Please List All Additional Owners For This Additional Company, Including Their Date of Birth, Percentage Of Ownership, W-2 Compensation (If Corporation), Estimated Amount Of Profits, How Much They Want To Contribute To A Qualified Plan, and Their Estimated Net Worth: *

Email *

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Business Owner Valuation and Exit Plan

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