Legacy AI — Business Valuation Questionnaire

00

Broker details

Your first name *

Your last name *

01

Financial documents

Attach these when you submit. Do not type figures — the platform reads them for you.

Business tax returns — up to the last 3 completed yearsREQUIRED

Tax returns are unavailable; I will provide P&Ls and explain why.

Detailed P&Ls — same 3 years and current year to dateRECOMMENDED

Add-backs / normalizations scheduleOPTIONAL

Balance sheet — most recentRECOMMENDED

Five-year revenue / SDE forecast and assumptions, if preparedOPTIONAL

For each adjustment, include its year, amount, explanation and supporting evidence. Identify owner compensation and benefits separately. P&Ls should show the period end and cash/accrual basis.

If no add-back schedule is provided, the platform proposes adjustments from the tax returns for broker review. Provide the available years; do not create missing statements. Include evidence for each owner expense or non-recurring adjustment you want considered.

02

Business & deal

Legal business name *

DBA / trade name

Entity type *

City and state *

Primary industry *

NAICS code * — matches comparable sales

Year the business started

Valuation purpose

Sale structure

Company website

What is included in the sale

03

Books & records

Quality of the books *

04

Revenue & concentration

05

Owner & management

Number of owners *

Primary owner hours per week *

Full-time general manager running daily operations? *

Will the owner stay for a transition period? *

Number of employees *

What does the owner personally handle?

Sales & business development Key customer relationships Day-to-day operations Bookkeeping & finance Hands-on / technical work Holds the licenses Vendor relationships Marketing

06

Assets

Furniture, fixtures & equipment (FMV)

FF&E condition

Inventory at cost

Is inventory included in the sale?

Saleable portion of inventory (%)

Real estate *

Years remaining on lease

Estimated real estate value

Market rent a buyer would pay annual; the property is not conveying, so earnings must be charged for it

Is the lease assignable?

07

Intangibles & intellectual property (optional)

Patents, proprietary technology, transferable licences, brand, customer contracts. Enter these when a buyer would pay for them on top of the earnings. This is what stops an asset-light, IP-heavy business from being undervalued.

Intangible 1

Description

Value leave blank to use the worksheet

How was this figure derived?

Is this already generating the current earnings? Yes means it is already inside the multiple and will not be added again

No dollar figure? Open the worksheet

Cost to recreate gives a documented floor. Royalty relief gives an income-based figure. The platform takes the higher of the two and prints the basis in the report.

R&D / development spend to date

Legal, filing & prosecution costs

Prototype & tooling costs

Engineer-years invested

Fully loaded cost per engineer-year

Revenue attributable to this IP annual

Royalty rate a licensee would pay (%)

Years of protection remaining

08

Value drivers

If the owner left tomorrow, what happens? *

Competitive intensity *

Industry growth outlook

What protects the business from competitors (moat)?

Pending litigation or regulatory issues? *

Major equipment / capital investment needed soon?

If yes, estimated amount

09

Financing

Expected buyer down payment (%)

Will you offer seller financing?

If yes, what portion (%)

Acquisition loan interest rate (%) optional; blank estimates a rate from the loan amount

Loan amortization term (years) optional; blank uses 10 years

Deal DSCR target optional; blank uses 1.25; enter the target for this deal

The financing cap reduces the earnings-based price when it cannot meet the entered DSCR target, or the 1.25 default. The asset floor is applied afterward; any remaining financing shortfall is shown in the report. Entered loan terms take priority. A blank interest rate uses reference prime plus the SBA maximum variable-rate spread for the loan amount, less an assumed 0.25 percentage-point discount. This discount is a model assumption; actual lender pricing may differ. The report shows the rate and reference date used.

10

Your comparable multiple range (optional)

Leave this blank to let the platform source the industry multiple. If you have your own comparable evidence (DealStats, BizBuySell, your own deals), enter the SDE multiple range and the engine will position the business inside it using its quality score. This overrides the platform's default.

Use my own multiple range?

Basis

Low multiple e.g. 2.5

Median multiple e.g. 3.2

High multiple e.g. 4.0

Number of transactions behind the range e.g. 400 sold listings; leave blank if unknown

Source / note where the comps came from; EBITDA ranges use the midpoint of the supplied bounds

Market replacement manager wage used in the income approach; blank = platform estimates it

Owner living wage for the debt test annual owner cash allowance; blank = $50,000

11

Additional analysis optional

You can skip this section and still receive the main valuation and historical financial analysis, subject to the documents provided. Expanded financing and loan schedules need deal assumptions; a five-year forecast needs supported projections or entered assumptions. Your broker can complete these inputs and select the sections later when generating the report.

Use expanded acquisition financing

Optional. Leave off to retain the current basic financing model. Expanded financing includes costs and separate seller terms and can change the affordable price.

Additional cash reserveAdditional cash reserve amountOperating-cost reserve daysFixed closing costsAdditional closing costs (% of acquisition price)Financing fees (amount; no automatic SBA fee)Seller note interest rate (%)Seller amortization (years)Seller maturity (years; balloon if earlier)Full payment deferral (months; interest accrues)Recurring annual maintenance capital spendingIllustrative tax allowance (% of positive SDE)Annual working-capital cash increaseBasis/source for financing assumptions

Include a five-year forecast scenario

Optional. Use stated assumptions, including an explicit zero where appropriate. No growth or tax percentage is filled in for you. Existing uploaded five-year revenue/SDE projections take priority over growth assumptions.

Annual revenue growth (%)Annual normalized-cost growth (%)Tax allowance (% of positive SDE)Annual recurring maintenance capital spendingIncremental working capital (% of revenue change)Forecast source and assumptions