You do not need to send tax returns or customer names with this first request. Provide your business type and annual revenue so the valuation partner has a useful starting point.
A valuation conversation can help you identify the records needed before discussing an asking price. It does not commit you to a listing agreement or guarantee a sale.
Bring your questions to the conversation
- How are owner responsibilities reflected in earnings?
- What could change the cash received at closing?
- Which approvals might affect the timetable?
Explore transferable earnings, working capital and seller filings before the call.