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Robert A. Klein  
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What we need from you for your business appraisal!

  Items needed for an appraisal:    
  • Financial Statements....last 3 years and most current period
  • Tax Returns? ...last two years
  • Current Depreciation Schedule
  • Other items as may be determined by the character of the business
  • Completion of the Information Form found on the Downloads link of our home page
  Items that can be helpful:  
  • Photos of facility & equipment
  • Copies of any recent equipment or real estate appraisals
  • A list of any issues that may affect the value of the business such as legal, financial or ownership problems
  • Company brochures or website address
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