Investment Services



REQUIREMENTS FOR A BUSINESS VALUATION

ADVANTAGES OF A BUSINESS VALUATION

  • If you plan to sell your business, a business valuation can assist in your decision to sell
  • If you plan to buy a business, a business valuation can assist in your decision to buy
  • To obtain financing or additional financing from banks
  • To decide on expansion of your business
  • To meet with prospective investors to sell your business or sell shares
DOCUMENTS REQUIRED
  • **Corporate documents for your company (Certificate of Incorporation, Memorandum
         & Articles of Association, Resolution of Directors, etc.)
  • Résumés of the Management Team
  • Résumés, References and Copy of Passport of the Owners
  • Audited or Unaudited Accounts (for the last 3 Years)
  • **Appraisal of Land and Building
  • Inventory (if applicable)
  • List of Customers and Contracts
  • List of Accounts Receivable (Aged)
  • List of Accounts Payable (Aged)
  • List of Liabilities, Loans and Mortgages including taxes, insurance policies, etc.
OTHER INFORMATION REQUIRED
  • List of Services/Products
  • Present Marketing and Advertising Information
  • Major competitors and position in industry
  • List of fixed assets and depreciation
  • Valuation of intangible assets, goodwill, trademarks, etc.
  • Financing terms and creditors
  • Financing for possible expansion and projections for financial statements (if applicable)
  • **Certified projections audited by CPA
  • All business records should be available
  • Other inducements, present employees, managers, etc.
TIME PERIOD

45 to 60 days after receipt of the above documents and information

FEES

Our fee to prepare the Business Valuation is US $75.00 per hour plus sales tax. This depends on the information provided to us.

A deposit of US $1,000.00 is required for us to review your project and list of fixed assets. After our review, we will prepare an outline for your business valuation and will prepare a quote for our services.

Disbursements and other miscellaneous charges are added to our fees. These include expenses incurred during the project, for example, traveling, telephone and photocopy expenses, etc.

OPTIONAL SERVICES

The following are additional services and are not included in our fees for the Business Valuation. (See the items above with the asterisk.)

  • Set up local company and provide corporate services
  • Appraisal for land and business
  • Audited certification of projections and financial statements
  • Fee to find a buyer





INTERNATIONAL SERVICES LTD.
PO Box 2284, #16 Albert Hoy Avenue, Belama Phase 1,
BELIZE CITY, BELIZE, CENTRAL AMERICA

TEL: 501-223-2077/2149 E-MAIL gomezisl@btl.net
US TEL: 954-323-8314 E-MAIL gomezislbz@yahoo.com
FAX: 501-223-5313CELLULAR: 501-610-5166
Website: www.belizeoffshoreinvestors.com


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