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Scale Your Business
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1
Reason for Selling:
Retirement
Focusing on other ventures
Financial difficulties
Partnership disputes
Other
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2
Years in Business:
Less than 5 years
5-10 years
11-20 years
20+ years
Other
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3
Number of Locations:
1-3
4-10
11-15
15+
Other
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4
Annual Revenue:
Under $1 million
$1 million - $5 million
$5 million - $15 million
$15 million+
Other
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5
Contact Information
*
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Name
Please enter your email
Please enter your phone
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6
Are you a full or part owner of your company and can you decide how you’d like to sell the company?
YES
NO
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7
Are you the first generation in your family to own/operate this business?
Yes (1st generation)
No (2nd generation or later)
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8
Where did you hear about F&P and / or The Lozano Family?
Instagram
Twitter
LinkedIn
Podcast
Facebook
TikTok
Youtube
Other
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9
Financial Records:
Up-to-date and organized
Somewhat organized
Not well-organized
Prefer not to say
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10
Ideal Buyer:
Experienced operator
Financial investor
Strategic buyer
Open to all options
Other
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11
Additional comments or questions
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Ok
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