Off-Market Deal Sourcing Intake Form
Full Name
First Name
Last Name
Mobile Number
Format: (000) 000-0000.
Your Email Address
example@example.com
LinkedIn Profile (if applicable)
What companies and industries are you targeting?
What is your target geographic region for the acquisition?
Local
Regional
Nationwide
Online Business
Target Geographical Area(s):
What revenue range are you targeting for the business?
$500K – $1M
$1M – $3M
$3M – $5M
$5M – $10M
$10M+
What EBITDA (profitability) range are you targeting?
$100K – $500K
$500K – $1M
$1M – $3M
$3M+
Are there any industries you want to avoid?
How do you plan to finance the acquisition? (Select all that apply)
SBA Loan
Seller Financing
Personal Capital
Investor Capital / Search Fund
Other
If "Other" please specify.
Do you have a lender or financial backer already in place?
Yes
No
Exploring Options
What is your background in business ownership or operations?
First-time buyer
Current business owner
Corporate executive looking to acquire
Serial entrepreneur
Private equity or investor
Other
Have you ever acquired a business before? If so, please describe the business.
Are you currently evaluating any businesses? If yes, please describe the businesses.
What is your desired timeline to acquire a business?
0–6 months
6–12 months
12–24 months
Open-ended, waiting for the right deal
What challenges have you faced in your search for a business?
What are the top 3 must-haves in your ideal acquisition?
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