Business Valuation Intake Form

By Mondera Group

www.monderagroup.com

This form will help you get an initial estimation of your business's value by assessing key financial and qualitative metrics.

Please fill out the following sections as accurately as possible. The information you provide will help us calculate indicative business valuations of your company.

1. Basic Company Information

Company Name *

Enter the legal name of your company.

Industry *

Specify the industry in which your company operates.

Location (Country/Region) *

Provide the primary country or region of your business operations.

2. Financial Data (Past 3 Years)

Annual Revenue Year 1 *

Enter the annual revenue for the first year.

Annual Revenue Year 2 *

Enter the annual revenue for the second year.

Annual Revenue Year 3 *

Enter the annual revenue for the third year.

EBITDA Year 1 *

Enter the EBITDA for the first year.

EBITDA Year 2 *

Enter the EBITDA for the second year.

EBITDA Year 3 *

Enter the EBITDA for the third year.

Gross Profit Margin Year 1 *

Enter the gross profit margin for the first year.

Gross Profit Margin Year 2 *

Enter the gross profit margin for the second year.

Gross Profit Margin Year 3 *

Enter the gross profit margin for the third year.

Growth Rate of Cash Flow (%) *

Enter the expected annual growth rate in percentage.

3. Ownership & Team

Percentage of Revenue from Top 3 Clients *

Enter the percentage of revenue contributed by your top three clients.

Recurring Revenue (%) *

Enter the percentage of revenue that is recurring, such as from subscriptions or contracts.

Total Number of Employees *

Provide the total number of employees in the company.

Owner’s Role in Daily Operations *

Select the option that best describes the owner's involvement in daily operations.

4. Market Position & Risk Factors

Market Position *

Market leader

Competitive but not a leader

Niche player

Select the option that best describes the company's market position.

Unique Products or Services *

Describe any unique products or services offered by your company.

Competitive Position *

Provide details about the company's competitive position in the market.

Key Risks to Value *

High customer concentration (e.g. 10% revenue comes from biggest customer)

Dependence on key personnel

Market instability (unpredictable fluctuations in your market)

Regulatory risks (impact of changing laws and regulations on your business)

Other

Select any key risks that could impact the company's value.

Other Key Risks

If 'Other' was selected, please specify the risks here.

5. Growth Opportunities & Investment Needs

Potential for Growth (e.g., market expansion, new products, etc.) *

Investments needed to Achieve that Growth (in EUR)

6. Exit Strategy & Reason for Valuation

Reason for Valuation *

Other Reason

Timeframe for Exit/Sale (if applicable)

7. Calculation Metrics (optional)

Discount Rate (WACC)

Terminal Growth Rate in %

How much % will your company continue to grow per year

Forecast Period (in years)

e.g. the timespan of your forecast

Expected IRR over 5 years in %

Profitability of potential investments in your company in %

Final Submission

Once you submit the form, we will generate a report with the indicative business valuation. The report will include:

Estimated valuation ranges (low, average, high)
Key factors influencing the valuation
Recommendations for value enhancement strategies

Email *

Phone Number *

Comments

Thank you for filling out the form!

Mondera Group M&A Advisory Team