top of page

Resources

Adams Capital One Pager

adobe-pdf-icon.png

Adams Capital has been a trusted provider since 1996 of corporate financial advisory services to family owned businesses, Fortune 500 corporations, high-growth emerging ventures, family offices, estates, and legal counsel. The strength of our advisory services lies in our understanding of business and business asset value. Clients benefit from our knowledge of and experience in the capital markets, the financial and tax regulatory agencies, and audit procedures.

​

Download our One Pager to share with anyone interested in getting to know Adams Capital.

Initial Business Valuation Questions

​We get to know the business and the context of any valuation before beginning the process. The questions below help us prepare a proposal letter and assess the scope of services to provide you or your client the greatest benefit.

​

  1. What is your name, company, and contact information?

  2. What is the name, address, and website of the business to be valued?

  3. What is the purpose of the valuation?

  4. How will the valuation report be used?

  5. How did you hear about Adams Capital?

  6. What is the interest to be valued?

  7. What is the valuation date?

  8. Provide a description of the business.

  9. How does the business make money?

  10. Please describe the business in terms of:

    1. Products, technology, market, and competition

    2. Number of employees

    3. Annual sales

    4. Profitability/Margins

    5. Anticipated growth

  11. Are there any specific timelines that need to be considered in our deliverable due dates?

  12. Are there any unique issues we should be aware of (i.e. litigation, IRS audit, key persons, etc.)?

bottom of page