Strategic Partner Onboarding Questionnaire
1. Partner Contact Information
Contact Name
First Name
Last Name
Company Name
Title/Role
Contact Phone
Please enter a valid phone number.
Contact Email
example@example.com
Website URL
LinkedIn URL
Headquarters Location
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Partner Category
Legacy Builder
Deal Advisory Partner
Service Regions
USA
Tornado Alley (Oklahoma, Kansas, Nebraska, Northern Texas, Missouri, Arkansas, Iowa)
Snow Belt (Northeast (Maine, New Hampshire, Vermont, Massachusets, New York), Midwest (Michigan, Wisconsin, Minnesota, Northern Illinois, Northern Ohio), Rockies (Colorado, Utah, Idaho, Wyoming))
Pacific Northwest (Washington, Oregon, Northern California)
High Wind Zones (Midwest Plains (Dakota, Nebraska, Iowa), Wyoming, Montana, New England, Lakes Region
Hail Belt (Northern Texas, Oklahoma, Kansas, Nebraska, Missouri, Colorado, S. Dakota / Wyoming)
Hurricane Alley (Florida, Gulf coast (Texas, Louisiana, Mississippi, Alabama), Coastal Georgia and the Carolinas, Southeastern Virginia
Sunbelt (Southern California, Arizona, New Mexico, Nevada, West Texas)
Wildfire Risk Zones (California, Oregon, Arizona, Colorado, New Mexico)
Other
NDA Signed?
*
Yes
No
Ethics & COI Disclosure Submitted?
*
Yes
No
30-min Intro Meeting Scheduled?
-
Month
-
Day
Year
Date
2. Alignment & Commitment
*
I understand and agree to the RLB Code of Conduct.
*
I commit to quarterly calibration and feedback participation.
*
I can offer at least one measurable improvement tied to seller readiness.
*
My firm can report verified results through the shared form.
*
I understand the 20% rebate cap and verified contribution system
*
I agree to visibility limits within my partner category
*
I consent to appear in the Partner Directory once verified
3. Value Driver Contribution Map
Please select the dimensions that best describe how your services contribute to a roofing company's growth and readiness for sale. You may select more than one.
Finance & Accounting
Marketing & Lead Generation
Operations & Production
People & Culture
Sales & Estimating
Technology & Systems
Exit & Value Planning
Ownership Alternatives & Succesion
Type a question
Check if Applicable
Marketing & Lead Gen - CRM setup, lead tracking, brand reputation management
Sales & Estimating - SOPs, estimating tools, margin improvement
Operations & Production - Job costing, scheduling, customer mix analysis
Finance & Accounting - Clean books, standardized reporting, data integrity
People & Culture - Leadership training, bench building, recruiting
Technology & Systems - CRM integrations, dashboard automation
Exit & Value Planning - Readiness reports, 5-year plan modeling
Ownership Alternatives & Succession - ESOP or buyout planning
ESG / Risk & Insurance Readiness (optional) - Safety audits, risk coverage checks
4. Deal Advisory Partner Capabilities
Type a question
Check if Applicable
Quality of Earnings (QoE) – CPA-led financial due diligence
Legal & Contract Readiness – M&A documentation, compliance review
Tax Structuring & Optimization – 338(h)(10), step-ups, deal tax models
Valuation Support – Certified valuation or fairness opinion
Financing / Capital Advisory – Lender or PEG introductions
Post-Close Integration – Transition playbooks, leadership support
5. Training & Visibility
Type a question
My Team will complete RLB Fundamentals within 30 days
We will designate at least one certified contact for readiness scoring
We agree to participate in at least of one RLB event or webinar annually
We understand verified contributions unlocks rebate eligibility
6. Acknowledgment
I have reviewed the Partner Policy Pack and agree to its terms
*
Yes
No
Signature
*
Date
*
-
Month
-
Day
Year
Date
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