Business Valuation Analyst Client Intake Form

Streamline Your Business Valuation Process with a Professional Intake Form

For business valuation analysts, appraisers, and financial advisory firms, gathering complete and accurate client information is the foundation of every successful engagement. A Business Valuation Analyst Client Intake Form ensures you collect all the critical financial statements, ownership details, asset inventories, and transaction context needed to deliver precise, defensible valuations—without the back-and-forth of endless email chains.

Why Business Valuation Professionals Need a Dedicated Intake Form

Business valuations require extensive documentation—from balance sheets and income statements to intangible asset registers and industry comparable data. Missing or incomplete information can delay your analysis, compromise accuracy, and erode client confidence. A structured intake form helps you:

• Capture comprehensive financial data upfront, including multi-year statements and projections
• Document ownership structures clearly, identifying all stakeholders and equity arrangements
• Inventory tangible and intangible assets systematically for fair market value assessments
• Understand transaction purpose to apply the appropriate valuation approach and standards
• Establish engagement terms with built-in consent and agreement acknowledgment

For valuation firms, M&A advisors, forensic accountants, and estate planning professionals, this template transforms your onboarding from scattered spreadsheets and email attachments into a single, organized submission that feeds directly into your valuation workflow.

What Makes This Template Essential for Valuation Engagements

This intake form is purpose-built for business valuation analysts who need to collect detailed financial and operational data from clients seeking valuations for mergers and acquisitions, estate planning, partner buyouts, litigation support, tax reporting, or financial reporting purposes.

Key sections include:

• Client and business information with contact details and entity structure
• Transaction purpose and valuation date to establish scope and applicable standards
• Ownership structure details including shareholder agreements and equity arrangements
• Financial statement uploads for historical and projected periods
• Asset inventory covering real estate, equipment, inventory, receivables, and intellectual property
• Intangible asset documentation including patents, trademarks, customer relationships, and goodwill
• Industry comparable requests and competitive positioning
• Engagement letter acknowledgment to formalize the scope and terms

By using conditional logic, the form adapts to different transaction types—asking relevant follow-up questions for divorce proceedings, estate valuations, or sale transactions without overwhelming clients with irrelevant fields.

How Paperform Elevates Your Valuation Practice

Paperform's flexible, document-style editor makes it easy to create professional intake forms that reflect your firm's expertise and brand. You can embed your logo, match your color scheme, and structure the form with clear section headings and helpful descriptions that guide clients through complex financial disclosures.

File upload fields let clients submit financial statements, tax returns, and supporting documentation directly within the form, eliminating the security risks and organizational chaos of email attachments. Everything is stored securely and linked to the client's submission for easy retrieval.

Conditional logic ensures clients only see questions relevant to their specific valuation scenario—whether it's a control premium analysis for a majority stake or a discount for lack of marketability calculation for minority interests.

Calculations and validation can be built in to help clients provide complete data sets—for example, flagging missing years in a three-year financial statement requirement or validating that ownership percentages add up to 100%.

Automate Your Valuation Workflow with Stepper

Once a client completes your intake form, Stepper can transform that submission into a full engagement workflow. You can automatically:

• Create a client folder in your document management system with uploaded financials organized by year
• Send a formal engagement letter via Papersign for eSignature, creating a legally binding agreement that's linked to the intake data
• Generate a valuation checklist in your project management tool, assigning tasks to analysts based on the transaction type
• Update your CRM with the new engagement details, set follow-up reminders, and track billable hours
• Route specialized valuation types (ESOP, divorce, estate) to the appropriate team members automatically

This level of automation means your analysts spend less time on administrative coordination and more time on the technical analysis that drives revenue.

Who Benefits from This Template

This business valuation intake form is designed for:

• Business valuation firms conducting independent appraisals for transactions, tax, and reporting
• M&A advisors preparing valuations for sell-side or buy-side engagements
• Forensic accountants performing valuations for litigation, divorce, or shareholder disputes
• CPA firms offering valuation services for estate planning, gift tax, or financial reporting
• Financial advisors supporting clients through business exit planning or succession
• Corporate development teams conducting internal valuations for strategic planning

Improve Accuracy, Reduce Delays, and Build Trust

First impressions matter in professional services. When you present clients with a polished, comprehensive intake form, you signal expertise and organization from the very first interaction. Clients appreciate the clarity of knowing exactly what information you need, and you benefit from complete, structured data that accelerates your analysis and reduces the need for follow-up requests.

With Paperform's AI Insights, you can even analyze patterns across multiple client submissions—identifying common data gaps, frequently misunderstood questions, or trends in transaction types that inform your service offerings and marketing strategy.

Get Started with a Professional Valuation Intake Form

Whether you're a solo practitioner or a multi-partner valuation firm, this template gives you the foundation to onboard clients efficiently and professionally. Customize the questions to match your firm's methodology, connect to your existing tech stack via native integrations or Stepper, and deliver the seamless client experience that sets your practice apart.

Paperform is trusted by over 500,000 teams worldwide, is SOC 2 Type II and GDPR compliant, and offers enterprise-grade security for sensitive financial data. Start streamlining your valuation engagements today.