Free Broker Opinion of Value

Start your valuation.

Every answer sharpens your number. Free, confidential, and prepared personally by Wes.

Step 1 of 8

Deliver the report to:

First name

Last name

Phone

The company name is: (kept strictly confidential)

The industry is:

I’m here because:

The numbers

How many employees stay on after the sale?

Annual gross revenue, best estimate

Annual profit, best estimate (Profit / SDE is everything the business puts in your pocket: your salary and benefits, personal expenses run through the business, depreciation, interest and one-time costs all count)

What % of your revenue is RECURRING or from repeat customers? (long-term contracts count — mention them)

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

What’s prompting you to look at this now?

People & payroll

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

What management roles stay on after a sale?

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

Are your people W-2, 1099, or a mix?

Assets, inventory & licenses

Typical value of your saleable inventory

Estimated wholesale value of equipment and vehicles

How much accounts receivable is normal for the company?

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)

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

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? Do you advertise, and how do you market to prospects? Is there a dedicated salesperson?

Are you open to staying on as paid management for a while?

Are you open to staying involved as a 1099 consultant or commissioned salesperson?

Are you 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 that you think adds value and should be considered?

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

Company details

For the report cover — fill in what you have, then send.

Legal name of the company

Entity type

State of registration

Any DBA name?

Company website

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

Where is the business physically located?

Does the company have any outstanding loans — SBA, EIDL — and for what amount?

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Something went wrong sending your information. Please email Wes@Changingowners.com 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.