-Business Details-

Business Name *

Business Industry *

e.g. HVAC, plumbing, roofing, electrical

Employees *

Full-time employees, including yourself

What's got you looking at this right now? *

I want to grow without working more hours

Profit feels lower than it should be given how hard we work

I'm starting to think about eventually selling

Just curious where we stand

A Couple Final Questions

If you were out for 12 months starting tomorrow, could this business run and eventually sell without you? *

It would fall apart without me

It would struggle but survive

It would run fine but couldn't be sold as-is

Yes, it could run and be sold without me

Is there a documented leadership team that could run the company day to day? *

No leadership team beyond me

Informal team, no documentation

Partial documentation

Yes, fully documented and functioning

First Name *

Last Name *

Email *

Phone

Current Annual Revenue *

Total revenue over the last 12 months, before expenses. Ballpark is fine, nearest $50K works

Current Annual Profit *

Before your own salary, taxes, and interest, this is what a buyer would actually pay for. Ballpark is fine, nearest $50K works.

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-Business Details-

Decision-Making Dependency

Sales and Customer Relationship Dependency

Delivery and Operational Dependency

Financial and Margin Visibility

A Couple Final Questions