Coldwell Banker Commercial Benchmark

If you are a potential seller of an operating business and requesting an opinion of market value from Coldwell Banker Commercial M&A, there are a number of important documents and information which will be needed to assist in the preparation of the Market Value.  The first most important question to be asked is the motivation for sale of your business, whether it is retirement, you just don’t like operating your business or you may be undercapitalized.  This discussion is important to help in the evaluation process, to prepare for future presentation and marketing to buyer prospects.  The following items will be requested:

·        Interim financials plus the last three years’ operating statements/balance sheets. 

·        Labor costs summaries

·        Facility lease or deed

·        Furniture equipment owned schedule

·        Leased Equipment documents

·        Accounts receivable and Payable Aging Report

·        Customer registers with annual sales volume

·        Long term customer contracts

·        Franchise or distribution agreements

 

Pending any other industries specifics this will give you a basic outline of needed materials. 

 

A. John Richwine Business Intermediary