Business Abstract Worksheet

Step 1 of 7 - Seller Contact Information

We know selling a business is one of the hardest decisions a business owner can make. We thank you for your interest and trust in working with Horizon Business Brokers, LLC to navigate you through the process of selling your business.

So we can learn more about your business to ensure we have a full understanding of your business's products, services, financial history and performance, as well as other important details we ask that you complete our Business Abstract Worksheet. The Business Abstract Worksheet will also be the basis of our future marketing materials so please be as detailed and accurate as possible.

If you have any questions about the Business Abstract Worksheet or the sale process please feel free to contact the broker you have been communicating with or any of our offices by phone or email. We look forward to receiving and reviewing your completed Business Abstract Worksheet as well as any supporting documentation and working with you to complete a successful sale!
Broker of Record*
Seller Name*
Seller Phone Number (Cell)*
Seller Phone Number (Work)*
Seller Email Address*

Business Name*
Business Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Entity*
Business License(s) Required*
Does the business have or need any specific state or industry licenses to operate? If so, what are they?
Business Hours (Please be as specific as possible.)*
Business Type*
Business Real Estate Sub Category*
Construction Business Sub Category*
Internet Business Sub Category*
Manufacturing Business Sub Category*
Retailing Business Sub Category*
Service Business Sub Category*
Wholesale Distribution Business Sub Category*
Is the Business Home Based?*
- Yes
- No
Is the Business a Franchise?*
- Yes
- No
Is the Business Relocatable?*
A business is only considered to be relocatable if the business's physical location can be moved without having an impact on serving the current customer base and losing revenue.
- Yes
- No
Year Business was Established*
Year Business was Purchased by Seller (if applicable)
Number of Part Time Employees
Number of Full Time Employees

Gross Annual Sales - Most Recent Calendar Year*
This is the top line revenue or total income received from sales/services provided.
Gross Annual Sales - Second Previous Calendar Year*
Gross Annual Sales - Third Previous Calendar Year*
Owner's Net/Cash Flow/SDE - Most Recent Calendar Year*
This is the total income received by the owner after all business expenses are paid. This should take into consideration the net profit or loss of the business and should also include adding back the costs of interest, depreciation, amortization, and any perks the owner receives through the business like health/dental/life/personal car insurance, personal/family cell phones, personal vehicle expenses for gar or repairs, 401k/IRA contributions, and any other discretionary benefits the owner may receive.
Owner's Net/Cash Flow/SDE - Second Previous Calendar Year*
Owner's Net/Cash Flow/SDE - Third Previous Calendar Year*
Business Tax Returns, P&Ls and Balance Sheets (Multiple files, if applicable.)
If not already provided to the listing broker, so we can confirm the numbers you have shared above please upload a copy of your 3 most recent years Business Tax Returns, P&Ls and Balance Sheets (if applicable). The financial health and performance of the business is what drives the value of the business and is the foundation of what is used by buyers to make an informed decision and offer as well as what lenders will need to review to provide funding. If you don't have electronic copies available now please contact your listing broker to provide them directly via email or later using our secure upload system.
Drop files here or

Accepted file types: pdf, doc, docx, Max. file size: 50 MB, Max. files: 9.
Furniture, Fixtures & Equipment Value*
Provide approximate fair market value in dollars of all the assets the business owns.
Furniture, Fixtures & Equipment (FF&E) Included or Not Included in the Asking Price*
Nearly all business sales include the FF&E in the sale price as it is needed to operate the business.
- Yes
- No
Inventory Value*
Understanding that inventory fluctuates from day to day please provide an approximate dollar value for the inventory amount that is needed to operate the business.
Inventory Included or Not Included in the Asking Price*
Most business sales do NOT include the value of inventory since it fluctuates day to day and is like cash, especially businesses in the food & beverage, retail, and manufacturing industries, but sometimes seller's may choose to include the value of inventory to make the Asking Price look more appealing.
- Yes
- No

Step 1 of 7 - Seller Contact Information

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