First Name
Last Name
Phone
Email
*
Privacy Policy
SECTION 1 — BUSINESS BASICS
Annual Revenue Range
*
<$2M
$2–5M
$5–10M
$10–25M
$25M+
EBITDA Margin
<10%
10-20%
20%+
SECTION 2 — OWNER DEPENDENCY
If you stepped away for 90 days, what would happen?
Business struggles
Business runs with friction
Business runs smoothly
Are you the primary sales driver?
Yes
Somewhat
No
SECTION 3 — FINANCIAL READINESS
Are financials reviewed monthly?
No
Somewhat
Yes
Are personal expenses cleanly separated?
No
Mostly
Completely
SECTION 4 — RISK
Largest customer % of revenue?
30%+
15-30%
<15%
Management bench strength?
Weak
Developing
Strong
SECTION 5 — TIMING AND MOTIVE
Have you thought about selling?
No
Casually
Seriously
Primary driver?
Burnout
Curiosity
Opportunity
External Pressure