Financial Info Form

Some of these questions will feel repetitive from the valuation we conducted from you. That is to be expected so please fill this information out according to the financials you shared and consult your accountant/a CPA as needed to ensure accuracy. If we see any discrepancies from previous information, we will reach out to verify it with you.

First name

Last name

Company name

Upload your year-to-date P&L.

Upload your file

Choose a file or drag and drop one here.

Upload your year-to-date Balance Sheet.

Upload your file

Choose a file or drag and drop one here.

What is your exact owner compensation for the last 3-5 years? Please list out all the details by year.

Are there discretionary expenses that could be added back over the last 3-5 years? Remember that this would need to stand up to a CPA and bank's tests so please do not get creative here.

Does the business carry any debt related to operations or assets? This includes any loans or leases tied to equipment or vehicles.

Are there unusual or one time expenses in recent years? If so, please list them out year by year.

Signature

Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.

First name

Last name

Company name

Upload your year-to-date P&L.

Upload your file

Choose a file or drag and drop one here.

Upload your year-to-date Balance Sheet.

Upload your file

Choose a file or drag and drop one here.

What is your exact owner compensation for the last 3-5 years? Please list out all the details by year.

Are there discretionary expenses that could be added back over the last 3-5 years? Remember that this would need to stand up to a CPA and bank's tests so please do not get creative here.

Does the business carry any debt related to operations or assets? This includes any loans or leases tied to equipment or vehicles.

Are there unusual or one time expenses in recent years? If so, please list them out year by year.

Signature

Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.