LEO PIERNG GROUP

Business Valuation Estimator

Calculate Enterprise Value using Seller's Discretionary Earnings (SDE) and Asset Base.

01 Financial Data

Client Verified

M&A Readiness Checklist

Financials

  • ☐ Last 3 Years Tax Returns
  • ☐ Verified P&L Statements
  • ☐ Detailed Add-back List
  • ☐ Accounts Receivable Aging

Operational

  • ☐ Employee Org Chart
  • ☐ Standard Operating Procedures
  • ☐ Customer Concentration Report
  • ☐ Inventory Audit Reports

Legal

  • ☐ Commercial Lease Agreements
  • ☐ Intellectual Property/Patents
  • ☐ Vendor/Supply Contracts
  • ☐ Litigation History Disclosure