Business Buyer Profile

1. Buyer Information

Full Legal Name * Required

Preferred Name

Home Address * Required

Phone * Required

Email * Required

Martial Status * Required

Current Occupation, Title and Employer:

Best Method and Time to Contact You: * Required

2. Acquisition Struction

How do you expect to purchase the business? * Required

Individually

With Spouse

With Partner(s)

Through an existing entity

Undecided

If purchasing with a spouse or partners, list each person and describe their expected ownership percentage, role, and relevant experience:

Will all decision-makers participate in the search and review process? * Required

Yes

No

Not Applicable

3. Acquisition Goals and Motivation

What are your primary reasons for acquiring a business? * Required

Replace employment income

Career change

Entrepreneurship

Expand an existing company

Investment / wealth building

Family business

Other

Describe what you hope business ownership will provide personally and professionally: * Required

What would make an acquisition successful for you three to five years after closing? * Required

4. Business Search Criteria

Industries or business types of greatest interest: * Required

Industries or business types you do not want to pursue: * Required

Preferred Purchase Price (minimum): * Required

$

Preferred Purchase Price (maximum): * Required

$

Geographic Area * Required

Primary area(s):

Relocation * Required

Yes

No

Possibly, for the right opportunity

Are there specific cities, counties, or travel-time limits that define your search area? * Required

Would you consider a business that includes real estate? * Required

Yes

No

Possibly

Would you consider a franchise? * Required

Yes

No

Possibly

5. Desired Ownership and Operating Role

What type of ownership role are you seeking? * Required

Full-time owner-operator

Semi-absentee

Passive investment

Flexible / unsure

Desired weekly involvement * Required

Approximate hours per week:

Which responsibilities would you prefer to handle personally? * Required

General management

Sales / business development

Operations

Finance / administration

Technical work

Employee management

Marketing

Strategic oversight

Which responsibilities would you prefer to delegate? * Required

Are you willing to work evenings, weekends, or seasonal peak periods? * Required

Yes

No

Depends on the business

6. Professional Experience and Education

Education, degrees, professional certifications, and licenses: * Required

Summarize your professional background, including industries, positions, management responsibilities, leadership experience, sales experience, technical skills, and employee supervision: * Required

Describe any experience that would transfer particularly well to business ownership: * Required

7. Prior Business Ownership and Operating Experience

Have you previously owned, co-owned, or operated a business? * Required

If yes, provide the business name, industry, location, years involved, ownership percentage, number of employees, your responsibilites, and the outcome or reason for exit:

Have you previously evaluated or attempted to acquire another business? * Required

If yes, briefly describe the opportunity and why the transaction did not proceed:

8. Financing Plan

How do you anticipate financing the acquisition?

SBA loan

Conventional loan

Seller financing

Combination of sources

Cash purchase

Undecided

Have you spoken with a lender about a acquisition financing * Required

Lender / Contact * Required

Prequalification Date

Are you comfortable providing personal guarantees when required by a lender or seller? * Required

Yes

No

Need more information

Are there financing conditions or deal structures you would prefer or avoid? * Required

9. Income and Cash-Flow Requirements

Do not include available cash or liquidity here; those items are addressed in the Personal Financial Statement.

Required Annual Income

amount per year:

$

Desired Annual Income

amount per year:

$

Will the business need to provide your primary household income immediately after closing? * Required

Yes

No

Partially

Not Sure

How long could you reasonably operate before taking your full desired income from the business? * Required

Immediately required

Up to 3 months

3-6 months

6-12 months

More than 12 months

Describe any other income, benefits, or lifestyle requirements the business must support: * Required

10. Search History and Timeline

How long have you been actively searching for a business? * Required

Just beginning

Less than 3 months

3-6 months

6-12 months

More than 1 year

When would you ideally like to complete an acquisition? * Required

As soon as possible

Within 3 months

Within 6 months

Within 12 months

No specific timeline

Are there any events that affect your timeline, such as employment, relocation, lease expiration, financing, or a planned retirement? * Required

How much time can you devote each week to reviewing opportunities and completing due diligence? * Required

11. Preferred Business Characteristics

Select the characteristics that are most important to you:

Stable cash flow

Growth potential

Recurring revenue

Established employees

Experienced management team

Minimal owner involvement

Strong brand / reputation

Low capital expenditure

Seller financing

SBA eligible

Real estate included

Home-based / remote-capable

Limited seasonality

Other

Rank your five most important acquisition criteria: * Required

What are your biggest concerns or deal-breakers?

12. Operational Flexibility and Risk Preferences

Would you be willing to...

Hire or replace employees * Required

Manage a larger workforce * Required

Obtain licenses or certifications * Required

Complete signigicant training * Required

Purchase a turnaround opportunity * Required

Invest in equipment or improvements * Required

Assume a lease * Required

Acquire real estate * Required

Operate a seasonabl business * Required

Retain the seller temporarily * Required

Describe your tolerance for operational complexity, employee turnover, customer concentrations, seasonality, or declining financial performance: * Required

13. Advisory Team and Decision Process

Who will assist you in evaluating and completing an acquisition? * Required

Spouse / partner

Attorney

CPA

Lender

Business advisor

Industry consultant

Other

Who has final authority to approve or decline an acquisition? * Required

Do you currently have an attorney and CPA available for transaction due diligence? * Required

Yes - both

Attorney only

CPA only

Neither

Are there any family, employer, immigration, licensing, or other considerations that could affect your ability to acquire or operate a business? * Required

14. Additional Information

Please provide any additional information that would help us identify suitable opportunities and represent you effectively: * Required

15. Buyer Acknowledgement

I certify that the information provided in this Buyer Profile is accurate to the best of my knowledge. I understand that this profile is intended to assist with evaluating and matching potential acquisition opportunities and does not constitute a commitment to lend, invest, or complete a transaction.

* Required

Printed Name

* Required