Business Owner Qualification Questionnaire

Financial Information
Annual Revenue Range

Under $5M$5M - $10MOver $10M
Annual Earnings Before Interest Taxes Depreciation Amortization (EBITDA) range:

Under $1M$1M - $2MOver $2M

Management Structure
Please indicate which of the following professional management positions, or equivalents exist in your organization. Check all that apply.

CEOCFOCMOCOOOther C-level positions

Sale Motivation & Transition Planning
What is your primary reason for considering a transition? (Select all that apply)

Retirement and legacy planningDesire to relocate closer to familyHealth considerationsPursuing new life chaptersOther
Has your business been listed for sale in the past 12 months?

YesNo
Are you currently working with any business brokers or M&A advisors?

YesNo

Business Operations
Does your business have. Check all that apply.

Documented and enforced processes and proceduresRegular financial reportingCustomer relationship management systemQuality control systemsEmployee training programsFormal strategic planning activities
What percentage of your revenue is:
Recurring
Project-based
One-time sales

Legacy & Future Vision
What aspects of your business's legacy are most important to preserve?
Do you have a preference for your future involvement with the business?

Complete transition outAdvisory roleGradual phase-outOther

Timeline & Expectations
What is your preferred timeline for a potential transition?

0-6 months6-12 months12+ months
Do you have a succession or transition plan in place?

YesNoIn development
Are there family members, others who may be expecting an opportunity for ownership of the company?

YesNo
Their relationship to you
There relationship to the company

Additional Information
Please provide any additional information you believe would be helpful in evaluating your business:

Confidentiality Statement
By submitting this questionnaire, you acknowledge that all information provided will be kept strictly confidential and used solely for the purpose of evaluating potential business opportunities. This is not a binding agreement or offer to purchase. The Golden Future Initiative respects the legacy of your business and commits to maintaining the confidentiality of all information shared.
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The Golden Future Initiative - Business Owner Questionnaire