Kodiak Business Valuation Portal

Welcome to the Kodiak Business Valuation Portal. Please complete this form to the best of your abilities and click submit when finished.

First name

Last name

Legal Business Name

Business Address

Email

Corporation Type

Date of incorporation, State of incorporation fiscal period

Shareholder Information

Shareholder names and share/percent of shares held

Ownership interest and comments on ownership

Potential Impact of other owners/personalities in the business

Shareholder agreements, any agreements that could impact business

Are there any legal rights or restrictions, license agreements, non-disclosure, or other restrictions?

Business Employees

Key Employee’s Names and Titles

Do you have any relatives employed?

Yes

No

Do key employees wish to stay?

Yes

No

Describe Main class/categories of employees

Number of FTE employees

What is your turnover rate by category?

Compensation of owner(s)

Staffing issues/challenges

Valuation

Requesting party

Purpose of valuation

What do you expect to see on the valuation?

The explanation for Client Fair Market Value is the price, expressed in terms of dollars, at which property would change hands between a hypothetical willing and able buyer and a hypothetical willing and able seller, acting at arm's length in an open and unrestricted market, when neither is under compulsion to buy or sell and when both have reasonable knowledge of the relevant fact.

Fair market value is used for tax purposes and litigation to establish the minimum price owners of a closely held business should accept in a potential transaction.

Investment Value is the value to a particular investor and is typically used when a specific buyer or seller is targeted. Investment value typically is higher than the fair market value of a business in that investment value includes the value of potential synergies between the target company and the acquirer.

Standard of Value

Fair Market Value

Strategic Value

Fair Value

Premise of Value

Going Concern

Liquidation

Non-Financial Background

Describe history/background of the company

Major events/timelines

Competition/Internal Assessment

Locations of other facilities

Describe major products and servcies

Customer description

Major customers? Top 5 comprise what % of the business?

Describe sales cycle

Describe supplier cycle

Describe operational processes

External impact on business

Cyclical/seasonal or peaks in business

Competition/Internal Assessment

Advantages held over competition

Economies of scale?

Product differentiation

Barriers to entry

Greatest strengths?

Weaknesses?

Other Factors to Consider

Would you sell to a competitor?

Yes

No

Financial Information

The basis for financial information

Prepared Internally

Compiled by CPA

Reviewed by CPA

Audited by CPA

Source of financial Information supplied

Tax Returns

Internal Financials

Both

Expected future growth rate in sales

Expected future growth rate in earnings

Explain any significant jumps or decreases in revenues for the past three years.

Do you rent or own?

Rent

Own

Is rent at Fair Market Value? If not, what is the Fair Market Value?

Estimated value of real estate (if applicable)

Have any assets you hold increased or decreased significantly from their cost?

Do you have any "one-time" gains or losses on the financials to be supplied? If so, please explain.

What expenditures do you consider "luxury" that a new owner could avoid?

Do you have any intangibles that are not fairly reflected on the balance sheet or income statement?

Any unusual industry risk occurring? Any positive developments?

Do you have access to short-term & long-term loans or LOCs?

Do you have any capital investments necessary in the next two years? Or any required renovations?

Yes

No

Do you have any appraisals of buildings, equipment, etc.?

Yes

No

2019 Taxes

2020 Taxes

2021 Taxes

2022 Taxes

2023 Taxes