Business Buyer Scorecard

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Name* This field is required.
First Name
Last Name
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Email* This field is required.
example@example.com
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Which of the following best describes you?* This field is required.
I own an existing business
I'm still trying to buy a business
I'm thinking about acquiring a business
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In regards to the Learning Curve of Buying a Business, Question: "How comfortable are you with the different stages of acquiring a business, Deal Sourcing, due diligence, valuation, and integration? Have you had experience with these before, or is this something you're still learning?"* This field is required.
A) Highly experienced: I’ve handled all stages of acquisitions before.
B) Moderately experienced: I’ve been involved in some parts of the process but not all.
C) Limited experience: I’ve studied the process but haven’t been through a full acquisition.
D) No experience: I’m completely new to the acquisition process.
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How would you describe your current ability to generate consistent deal flow for potential business acquisitions, both on-market and off-market?* This field is required.
A) Highly confident: I have a strong and consistent deal flow with multiple lead sources.
B) Moderately confident: I have some deal flow but need more sources and consistency.
C) Limited confidence: I’ve started building deal flow but haven’t had much success yet.
D) No confidence: I’m struggling to find business opportunities and need help creating deal flow.
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Regarding the Financial Report Cards and Light Due Diligence: "How comfortable are you with conducting due diligence on a business? Understanding What a "Good Deal" is versus a "Bad Deal", Do you have the experience, or process or a team in place to ensure you don’t miss any red flags during your evaluation?"* This field is required.
A) Very experienced: I’ve led or been deeply involved in due diligence processes.
B) Some experience: I’ve participated in due diligence but didn’t lead it.
C) Limited experience: I know the basics but haven’t been involved deeply.
D) No experience: I have no experience with conducting due diligence.
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As far as Assessing Risk, "When evaluating a business, how confident are you in identifying potential risks, such as hidden liabilities or market weaknesses? Have you developed any strategies or processes to minimize guesswork?"* This field is required.
A) Highly confident: I have a solid process for identifying and mitigating risks.
B) Somewhat confident: I’ve done this before but could use more guidance.
C) Not very confident: I can spot some risks but might miss important details.
D) No experience: I don’t have a system for assessing risks yet.
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When it comes to the Emotional Investment required, Question: "How do you handle the emotional side of making high-stakes decisions, especially when it involves your money and time? Have you found any techniques that help you stay objective during the process?"* This field is required.
A) Very controlled: I stay objective and don’t let emotions affect my decisions.
B) Mostly controlled: I manage emotions well but occasionally struggle.
C) Somewhat emotional: I often find emotions influencing my decision-making.
D) Highly emotional: I find it difficult to stay objective when making big decisions.
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When it pertains to Financing/Raising Capital: Question: "Have you secured financing for a business acquisition before? What has been your experience with lenders or investors viewing you as a risk, and how have you navigated that?"* This field is required.
A) Highly experienced: I’ve secured financing for acquisitions multiple times.
B) Some experience: I’ve secured financing for other ventures but not acquisitions.
C) Limited experience: I’ve started exploring financing options but haven’t secured any.
D) No experience: I have no experience with financing an acquisition.
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As far as Negotiating a Deal: Question: "In previous negotiations, have you ever felt outmatched by more experienced parties? How have you ensured that you got favorable terms, especially when dealing with seasoned sellers?"* This field is required.
A) Very confident: I’ve successfully negotiated favorable terms in multiple deals.
B) Moderately confident: I’ve negotiated a few deals but could improve.
C) Somewhat hesitant: I’ve struggled with negotiations or needed help.
D) No experience: I’ve never been involved in business negotiations.
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Regarding your current Network (Accountants, Attorneys, Investors, Advisors, Brokers etc) : Question: "Do you already have a network of professionals—like brokers, lenders, or advisors—that you can rely on during the acquisition process? How have your connections helped you in the past?"* This field is required.
A) Well-connected: I have a strong network of professionals I can rely on.
B) Moderately connected: I have a few connections but need more.
C) Limited connections: I’m starting to build a network but it’s still small.
D) No connections: I currently have no network in the acquisition space.
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Lets talk about your process, and getting Overwhelmed: Question: "When you've been in complex, fast-moving situations, how do you manage information overload? Have you developed any systems to help stay organized and focused during the acquisition process?"* This field is required.
A) Highly organized: I have systems in place to manage complex information.
B) Somewhat organized: I manage, but it can get overwhelming at times.
C) Often overwhelmed: I struggle to handle the volume of information.
D) Completely overwhelmed: I find it hard to manage and process all the information.
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What is your credit score?
Above 760
650 to 760
below 650
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How much money do you have available for a down payment?
$250k to $500k
$100k to $250k
$25k to $100k
Zero to $25k
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What do you thinking is holding you back from buying a business - closing your first deal?
Huge
Large
Normal
Small
Ok
Ok
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Appointment
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