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FMV
provides valuation and financial advisory services related to:
Estate / Gift / Income Tax
Investment Banking
Transactional Opinions
ESOPs
Litigation / Dispute Resolution
Mergers and Acquisitions
Bankruptcy / Restructuring
Request Valuation Proposal Form
Entity Information
Entity Name:
*
Type of entity to be valued:
Please select...
Closely Held Operating Entity
Asset Holding Entity
Purpose of Valuation
Intangible Asset Valuation (IP)
Large Blocks of Public Stock
Notes
Undivided Interest
Real Property
Option Valuation
Other
Entity Type Detail:
Please select...
C Corporation
S Corporation
General or Limited Partnership
LLC/LLP (Limited Liability Company/Partnership)
Other/Unknown
Entity Type Other:
Common Stock:
Please select...
Single Class
Voting/Nonvoting
Multiple Classes
None
Preferred Stock:
Please select...
Single Class
Voting/Nonvoting
Multiple Classes
None
Options / Warrants:
Yes
No
Partnership Detail:
Please select...
Single General Partner
Multiple General Partners
Single Limited Partner
Multiple Limited Partners
LLC / LLP Detail:
Please select...
Nonmanaging and Managing Members
Managing Members Only
Nature of Business
General description of the entity's business and SIC (Standard Industrial Code as shown on tax return) if appropriate.
Date of Formation:
State of Organization or Incorporation:
Principal Location (City, State):
Facilities:
Please select...
Owned
Leased/Rented
Other
Revenue:
Please select...
0 - 10 million
10 - 50 million
50 - 250 million
250 - 1.0 billion
1.0 billion or greater
Assets:
Please select...
0 - 10 million
10 - 50 million
50 - 250 million
250 - 1.0 billion
1.0 billion or greater
Book Value:
Please select...
0 - 10 million
10 - 50 million
50 - 250 million
250 - 1.0 billion
1.0 billion or greater
Profitablilty:
Please select...
Profitable
Occasional losses
Net operating loss carry forwards
Any Pertinent Agreements?
Please briefly describe any agreements that are relevant to the appraisal service requested. For example:
Shareholder agreement restricting sales of common stock to third parties
Partnership agreement requiring 75% vote of limited partners to remove general partners
Financial Statements Available Since:
Nature of Financial Statements Available:
Please select...
Audited
Reviewed
Compiled
Internal
Tax Returns
Unknown at this Time
Contingent Liabilities / Nonoperating Assets
PPlease briefly describe contingent liabilities and/or nonoperating assets. For example:
Summer home in Utah
Property leased to third party
Boat, planes, etc., not used in the business
Known Deadlines or Desired Timetable
If there is a known deadline (e.g., an estate tax filing date), please indicate. FMV Opinions strives to complete every project within 6 weeks of obtaining the necessary information from our clients.
Contact Information
*
First Name:
*
Last Name:
*
Email:
Company:
Title:
Phone:
Relationship to Client:
Please select...
Client
Attorney
CPA
Business Owner / Partner
Estate Planner
Other
Other Questions / Comments
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