Proposal Request Form Are you a new client? Yes, I am a potential new client. No, I am a current existing client. I'm neither. Type of entity being valued: C-corporation S-corporation Proprietorship General partnership (GP) or limited liability partnership (LLP) Limited partnership (LP) or limited liability limited partnership (LLLP) Limited liability company (LLC) Other (please note in comments) Purpose of the valuation: Gift tax Estate tax Income Tax ESOP Divorce Sale Dissenter Dissenter’s rights Shareholder Oppression/label> SEC 409A ASC 805, 350 or 360 ASC 718 Buy/Sell Agreement Other (please note in comments) Ownership basis: Non-controlling (minority) ownership interest Controlling ownership interest Description of the ownership interest being valued (check all that apply): Common Stock Common stock option Convertible preferred stock Straight preferred stock Limited partner LLC member interest Intangible asset Other (please note in comments) Standard of value: Fair value Investment value Fair market as defined for federal statutory valuations Fair market as defined in the state of formation Other (please note in comments) Nature of the business (check all that apply): Manufacturing Service provider Wholesale or distribution Agriculture Limited partner Construction Retail trade Holding company owning real estate Agriculture Holding company owning marketable securities Other (please note in comments) Please provide other information that we should know to prepare a complete proposal: Send