Why are you considering selling your business? (Check all that apply)
*
Bad/Nonexistent: Regular losses or unclear profit history. No financial systems in place.
Needs Improvement: Break-even or inconsistent profits. Limited financial tracking.
Slightly Below Average: Modest profits but lower than industry benchmarks. Some cost inefficiencies.
Slightly Above Average: Profitable and generally in line with peers. Some strong cost controls in place.
Best-in-Class: Strong, consistent profits well above industry average. Clean financials.
In a Class of One: Exceptional profitability with industry-leading margins and flawless reporting.
What is your ideal exit timeline?
*
What is your ideal exit timeline?
Short-term (6-12 months)
Long-term (1-3 years)
What level of involvement are you willing to have after the sale?
*
None (Clean Break)
Short transition (3-6 months training period)
Extended consulting (1+ years)
Are your financial statements up to date?
*
Yes, past 3-5 years of Profit & Loss, Balance Sheets, and Tax Returns
Partially, needs cleanup
No, needs preparation
What was the revenue for the last 12 months?
*
How dependent is the business on you (the owner)?
*
Low (Business runs without me)
Medium (I have some involvement)
High (I am critical to daily operations)
Do you have a management team in place to run operations without you?
*
Yes
No, I handle most operations
Somewhat, but leadership is needed
Are standard operating procedures (SOPs) documented?
*
Yes, detailed and organized
Some, but incomplete
No, needs development
What key assets are included in the sale?
*
Real estate
Vehicles/equipment
Inventory
Intellectual property (patents, trademarks, trade secrets)
Customer lists
Do you have customer or service contracts in place?
*
Yes, transferable contracts in place
Some, but informal agreements
No, all business is transactional
Do you have an active lease?
Yes, lease expires less than 12 months
Yes, over 12 months left on lease.
No, I own the business property
Are there any pending lawsuits, regulatory issues, tax, or compliance violations?
*
No
Yes
Are all necessary business licenses, permits, and insurance policies active?
Yes
No, needs renewal
What makes your business unique or attractive to buyers? (Check all that apply)
*
Strong customer base
Exclusive product/service
Exclusive product/service
Well-trained team
Established brand and reputation
High profit margins
Full Name
Email
*
Phone
*