Confidential Buyer Profile

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Date*

Account Exec.

Background

Name*

First Last

Email*

Address*

Street Address Address Line 2 City State ZIP Code

Spouses Name

US Citizen*

Current Business/Employment*

Phone*

Can you be contacted there?*

Present or former occupation(s):*

Previous business ownership?*

If Yes, please describe

Trade, professional, management experience or other special training*

Buyer Search Information

What brought you into our office?*

Primary types of business you are interested in*

Other types of business you may consider owning*

Previous business search*

How long have you been looking for a business?*

What have you seen?*

What did you like about them?*

When do you plan on taking possession of a business?*

Geographic locations preferred*

What are the things you feel your business must have, (i.e. size, product, service, employees, sales volume, hours, etc.)?*

Based on past business/occupational experience, my strengths are*

Additional information helpful to the recommendation of a business suited to personal and financial goals*

Will you be*

Will family members assist or work in the business? If yes, please explain

Profile Evaluation

How many hours per day do you want to work?*

How many days per week and per month*

Attitude toward incurring debt:*

How do you plan to finance the purchase?*

How much money is set aside for the down payment?*

How much income is expected from a business?*

Minimum income amount needed from a business?*

Investment Capital Sources

Cash*

Equity*

Investment*

Other*

Are there any assets that you may wish to convert to cash or would consider in an exchange situation? Explain*

Financial Information - Assets

Cash on Hand

Cash in Banks

RE., Home (present value)

Other RE. (present value)

Notes Owed You

Automobile

Securities

Insurance (cash value)

Other Assets

TOTAL ASSETS*

Financial Information - Liabilities

Notes Payable

Owing on Real Estate

Auto loan

Other

TOTAL LIABILITES

NET WORTH

Income Sources

Salary*

Pension*

Real Estate*

Interest*

Total*

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