"Managers and Investors alike must understand that accounting numbers are the beginning, not the end of valuation."
~ Warren Buffett
Pre Meeting Questionaire
Hello and thank you for expressing interest in the valuation process. Please answer the following questions before we set up a call to discuss your business
Business Basics
Employee Data
Owner Details
Customers & Revenue
Marketing & Strategy
Do you sell a product or a service? Is it highly customized?*