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Business Industry

Select One*

Agricultural Services (Crop farming, cattle ranches, agricultural suppliers)
Education & Childcare (Private school, daycare, tutoring center, culinary school)
Entertainment & Recreation (Event venues, arcades, tour operators)
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Years in Business

0-1

1-5

5-10

10-20

>20

Annual Revenue

(Estimate is fine — total sales before expenses)

Annual Profit (EBITDA / Owner’s Earnings)

(Estimate is fine — profit before taxes, after expenses. Can also use Seller’s Discretionary Earnings)

What percentage of your revenue is recurring? (monthly or annual subscriptions, contracts, or repeat business)

0% (None - almost all new sales)

25% (Some — small portion is recurring)

50% (Moderate — about half is recurring)

75% (High — most of revenue is recurring)

100% (Very High — nearly all revenue is recurring)

Over the last 3 years, have your revenues been...

Growing significantly (>15% per year)

Growing modestly (<15% per year)

Stable

Declining

Estimated Market Value of Business's Physical Assets

Include equipment, vehicles, machinery, fixtures, and inventory. Exclude real estate and cash.

How organized/available are your financial records?

Buyers pay more for clean, reliable books. Pick the best fit.

Messy / Behind — books are outdated or incomplete

Okay / Annual only — numbers are tracked but not CPA-ready each month

CPA-ready / Monthly — clean monthly financials, ready for due diligence

Number of Employees

1-5

5-10

10-20

20-50

Over 50

Do You Have a Management Team in Place?

Yes, full leadership team

Partially (a few managers, but I’m central)

No, I handle key leadership

How Soon Are You Looking to Sell?

1-6 Months

6-12 Months

1-2 years

2-5 Years

Not really interested in selling

Business Name

Company Website

Postal Zip Code

First Name

Last Name

Best Email

Confidential Phone Number

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