Click here to go back to the home page

Please fill out this form and click 'Submit for Valuation Quote'

Sellers Name: Date:
Selers Phone: Fax:

Business Note Information:

Type Of Business:
Street: County:
City: State:

How Long in Business: At this Location: Yes: No:  

Location is: Owned by Payor:   Leased by Payor: Expires:

Terms of any lease renewal option(s):

What qualifications does the payor have to operate this business:


Asset value breakdown:

Equipment: $   Inventory: $ Goodwill: $

Is Operation a Franchise: Yes: No:

If Yes, Has franchiser committed to cooperate with note buyer in event of forclosure/resale: Yes: No:

If Payor is a corporation, is there also a creditworthy individual liable for payments: Yes: No:


Historical Information:

Date of sale:
Selling Price:
Down Payment:
1st Lien:
2nd Lien:


Business Profitability:
Latest 3 years


YearNet RevenueNet Income Before Tax
1.
2.
3.


Note Information

Date of Note:
Amount:

Term in Months:

(A):
(B):

Payment Amount:
Balloon Amount:
Balloon Date:
Interest Rate:
Due Date 1st Payment:
# of Payments Left:
Next Payment Due:
Balance:

Description of Business/Location & Area


Payor/Payment Information:
(Employment Info, Payment Record, Payor SS#, etc.)


How much cash do you really need, and how soon?


Pertinent documents Recorded?:

Note: Yes: No:
Security Instrument: Yes: No:
Title: Yes: No:
Sales Contract: Yes: No:
Payor Credit Report: Yes: No:
Closing statement: Yes: No:
Bill of Sale: Yes: No:
Insurance: Yes: No:
Lease: Yes: No:
Franchise Agreement: Yes: No:
UCC-1: Yes: No:

Selling Business Notes, Mortgages, Deeds of Trust (read this first) Information Required To Value a Business Note Information Required To Value a Mortgage or Deed of Trust Earning Income Referral Notes