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Form
*This form is to help us understand if your deal will be a fit for Pioneer Capital Advisory. Once the form is filled out, please expect a response from us within 24 hours*Please note: This form does not constitute a loan application. It is simply for informational purposes only so that we can make a determination on whether we would be a good resource to help with your business acquisition. We focus in helping searchers that need SBA debt of $1 million or more. For deals that fall below the $1 million threshold, we are glad to make introductions to lenders that we know will do a good job, but our involvement in the lifecycle of the deal will be minimal.
What is your name?
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First Name
Last Name
Email
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example@example.com
What is the best phone number for us to reach you?
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Please enter a valid phone number.
LinkedIn URL:
*
How did you hear about Pioneer Capital Advisory LLC?
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Facebook
LinkedIn
Searchfunder
Twitter
Google Search
Referral
Referral Name:
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What is the name of the business you are buying?
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Which banks have already visited on the deal with you? *Please put N/A if none. This purpose of this question is that once you have visited with a bank, we don't have the ability to help you on the deal*
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What is the closing date in your LOI?
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Month
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Day
Year
Date
What was 2022 SDE for the business that you're buying?
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What dollar amount of add-backs in SDE are you able to prove with the documentation you have available?
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Does your LOI have seller financing, if so what are the amount and terms?
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Please confirm if you are willing to share a link to a data room for the deal if we sign an NDA. *If you don't have a data room established, Pioneer Capital Advisory can set up a secure one for you*
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Yes
No
Who are the owners on the deal? Please provide names and ownership percentages if you have them. If there is a capital raise being done, and this hasn't been fully determined, please instead list the names of the 20% or more owners since these people would be required to personally guaranty the loan.
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Will there be an equity raise from investors done for the deal? If yes, is the equity committed, or being raised?
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No Equity Raise
Equity Raise Needed - Not Committed
Equity Raise Needed - Committed
Will the purchase be an asset purchase or a stock purchase?
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Asset Purchase
Stock Purchase
What structure are you planning to do for the down payment?
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5% Cash / 5% Full Standby
10% Cash
24 Months Standby Seller Note Structure - 0% Buyer Cash
Other
What is the most important factor to you in lender selection?
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Interest rate
Approval Rate
Rank of the lender's bank (top 5, etc)
Other
Is this business purchase a partial change of ownership? Please put either "No" or "Yes" if applicable, and describe the structure below.
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Yes
No
What is the purchase price of the business?
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What are the full legal names of the applicants in the buyer group thatwill own 20%?
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Please describe in detail (2 paragraphs) the professional experience of anyone in the buyer group that owns 20% or more of the business, and how their professional experience is relevant to the company being purchased.
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Please describe in detail what business licenses are required to operate the business being purchased.
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Does anyone in the ownership group have 25% or more equity in their personal residence? (Yes / No). Please note that any properties owned by 20% or more owners of the business that have 25% or more equity in them will need to be collateral for the loan?
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Please provide the company’s website below:
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How much working capital does the company need to operate, and does your LOI include a net working capital amount that will be included in the purchase price?
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Who is your attorney for the deal? Please put N/A if you haven’t engaged one yet.
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Who are you using for your financial due diligence provider. Write N/A if not using one.
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A copy of your responses will be emailed to the address you provided.
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