Legacy AI — Business Valuation Questionnaire

Financial documents

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

Business tax returns — last 3 yearsREQUIRED

Current year-to-date profit & lossRECOMMENDED

Add-backs / normalizations scheduleOPTIONAL

If no add-back schedule is provided, the platform estimates the add-backs directly from the tax returns.

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

Books & records

Quality of the books *

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

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

Is the lease assignable?

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

Financing

Expected buyer down payment (%)

Will you offer seller financing?

If yes, what portion (%)

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

Source / note where the comps came from

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

SBA owner living wage for the debt test blank = $50,000

Answers export in the exact JSON shape the valuation engine reads. The PDF is a labeled Q&A summary the platform's reader can parse alongside the uploaded financials.