Each of the following questions must be answered. If "0" is the answer, then enter "0".
Responses should reflect a full year of operations.
FROM YOUR PROFIT AND LOSS STATEMENT |
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(Include commissions, interest income and income from all other sources.) |
$ |
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$ |
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(The following result should agree with your financial statements. If it does not agree, please review the amounts that you have shown as Total Revenue and Total Expenses.) |
$
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The following information is important for understanding your income. |
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$ |
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$ |
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(How much did you pay to agents or brokers not employed directly by your agency?) |
$ |
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(Include salaries, bonuses and profit distributions.) |
$ |
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(Include salaries, commissions and bonuses paid to staff and agency producers.) |
$ |
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(Include the cost of utilities, general maintenance such as cleaning services) |
$ |
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(If you had any one-time or unusual income during the year please show the amount.) |
$ |
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(If you had any one-time or unusual expenses during the year please show the amount.) |
$ |
FROM YOUR BALANCE SHEET |
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$ |
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$ |
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(If this amount does not agree with the amount shown on your Balance Sheet, review the totals shown above for Total Assets and Total Liabilities.) |
$
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The following information is important for understanding your true Net Worth. |
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(If these are not shown specifically on your Balance Sheet, they are all amounts that can be collected within one year.) |
$ |
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(These amounts may be identified as Expirations, Covenants or simply Intangibles. They arise as a result of an acquisition.) |
$ |
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(If these are not shown specifically on your balance Sheet, they are all amounts that are due and payable within one year.) |
$ |
OTHER IMPORTANT INFORMATION |
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(If you have "open positions" that you plan to fill, please include.) |
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The resulting estimate will reflect a general application of standard valuation methodologies to the above information and may change substantially based on a comprehensive review of your operations and a complete discussion of your financials.
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For agencies with poor profit margins the estimate reflects a sale of expirations.
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