Request for Proposal
Client name (company, estate, individual, ESOP, etc.):
Contact person (required):
Legal name(s) & title(s) of contract signer(s):
Contact person's firm name (if applicable):
Complete legal name of the entity to be valued:
Contact person's address:
Valuation date:
Contact person's telephone (required):
State in which the entity has been formed:
Contact person's email address (required):
City and state where the business is located:
Type of entity being valued:
C-corporation
General partnership (GP) or limited liability partnership (LLP)
S-corporation
Limited partnership (LP) or limited liability limited partnership (LLLP)
Proprietorship
Limited liability company (LLC)
Other
Description of the ownership interest being valued (check all that apply):
Common Stock
General partner
Common stock option
Limited partner
Convertible preferred stock
LLC member interest
Straight preferred stock
Intangible asset
Purpose of the valuation:
Gift tax
Divorce
SEC 409A
Estate tax
Sale
GAAP Fair Value (FASB 157)
Income Tax
Dissenter’s rights
GAAP 123R
ESOP
Shareholder Oppression
Buy/Sell Agreement
Standard of value:
Fair value
Fair market as defined for federal statutory valuations
Investment value
Fair market as defined in the state of formation
Nature of the business (check all that apply):
Manufacturing
Construction
Service provider
Retail trade
Wholesale or distribution
Holding company owning real estate
Agriculture
Agriculture Holding company owning marketable securities
Ownership basis:
Controlling ownership interest
Non-controlling (minority) ownership interest
Please provide other information that we should know to prepare a complete proposal:
1325 Dry Creek Drive, Suite 201 ● Longmont, Colorado 80503Voice: 303-532-2545 ● Toll Free: 888-4-A-Value - 888-428-2583 ● Fax: 303-532-2544
