Business Valuation Request Form

Business Valuation Request Form — Form Fields

This finance template includes 12 fields. Request a formal business valuation with financial data, purpose, and timeline for the assessment. Free to customize and use on ZenBuild.

• Business Name (text, required)
• Contact Name (text, required)
• Email Address (email, required)
• Phone Number (text, required)
• Industry (dropdown selection, required) — options: Technology, Healthcare, Manufacturing, Retail, Professional services, Food & beverage, Real estate, Construction, Financial services, Other
• Annual Revenue ($) (number, required)
• EBITDA or Net Income ($) (number, required)
• Years in Business (number, required)
• Purpose of Valuation (dropdown selection, required) — options: Mergers & acquisitions (M&A), Exit/sale planning, Partnership buyout, Estate planning/gift tax, SBA loan, Financial reporting, Litigation support, Other
• Timeline for Valuation (dropdown selection, required) — options: ASAP (rush), Within 30 days, 30-60 days, 60-90 days, Flexible
• Most Recent Financial Statements (file upload, optional)
• Additional Context (long text, optional)