Real Market Analysis Checklist

Everything we need to value your business

Completing this checklist gives our valuation team what they need to begin your Real Market Analysis. It takes about ten minutes, and you do not need to have every document ready before you start.

Before you begin, you can download the checklist here so you know what information we will be asking for:

Real Market Analysis (RMA) Checklist 2026 (PDF)

The two most important items to get started are five years of financial statements and annual sales-by-customer data. The remaining items are helpful, but they do not need to hold up the process.

After you submit the checklist, we will send you a secure upload link for your files. No account is required.