Account #
Phone
*
About the business
About the business
1. Are you the owner?
Sole owner
Co-owner
Not an owner
2. Years in business
Under 5 years
5-10 years
10-20 years
20+ years
3. Tell me about your team... how many employees do you have?
under 10
10-20
20-40
40+
4. If you went on vacation for two weeks, what happens?
Runs without me
Runs, but I'll be on the phone a lot
Things would slip
It would fall apart
Never tried it
The numbers
5. Top line revenue, last full year
Under $1m
$1m - 2.5m
$2.5 - 5m
$5m - 10m
$10m+
6. Profit / SDE (seller discretionary earnings)
Under $250k
$250k - 500k
$500k - $1m
$1m - 2m
$2m +
Not sure
7. How are you trending this year?
Growing
About the same
Down
8. How do you find customers?
Word of mouth / referrals
Repeat customers
Local marketing
Website
Paid seach traffic (Google)
Paid social media traffic (Meta)
Outbound sales effort
Bids / contract sites
A few big accounts
Why and when?
9. Why would selling make sense?
I want to retire
None one to hand off to
Right price, then I will sell
Need to focus on my health
Focus on another business
Life changing event
Other
10. When do you want to sell?
Ready now
6-12 months
1-2 years
3-5 years
Just exploring
Where the business stands
11. Do you currently...
Have an offer in hand
Have a broker you're engaged with
Have an evaluation of your business done
Know what it's like because you sold a business before
None of these
12. Team involed in this decision
Just me
Spouse/family
Business partner
CPA
Finacial advisor
Attorney
Other
13. Local sponsorships and charitable causes you support
Youth sports
School / booster
Charity / nonprofit
Church / faith
Chamber / trade group
Events / golf outings
None
Tax Questions
14. Have you considered tax planning for the exit?
Yes
No
A little
Not sure
15. Do you know your tax obligation this year?
$0-50k
$50k-100k
$100k-200k
$200k +
Not sure
Where the business stands
First Name
Last Name
Email
*
State
Setter's Name for Application Credit
*
Result
Booked
Needs call back
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