Strategic Partner Onboarding Questionnaire
This form confirms your professional information and activates your participation inside Roofers Legacy Builders. Complete all sections and sign at the bottom.
1. Partner Information
Please provide your primary contact and business details.
Contact Name
*
First Name
Last Name
Company Name
*
Title/Role
*
Contact Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
Contact Email
*
example@example.com
Website URL
*
LinkedIn URL
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Partner Category
*
Legacy Builder: Supports Business Owners During Readiness and Value Building
Deal Advisory Partner: Supports Owners during Due Diligence and the Transaction
3. Legacy Builder Value Driver Contribution Map
Please check all the dimensions at which you can contribute to create value for the Roofing Business Owners (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 - Safety audits, risk coverage checks
4. Deal Advisory Partner Capabilities
Please check all the dimensions you can help in the deal flow process (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 Expectations
Please confirm your participation expectations related to visibility, communication, and training inside RLB.
Type a question
We are willing to appear in the RLB Partner Directory
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
We agree to provide quarterly updates for any Legacy Owner we support
6. Agreement Status
Which option applies to you regarding the RLB Strategic Partnership Agreement?
*
I need to review and sign the RLB Strategic Partnership Agreement today.
I have already signed the Strategic Partnership Agreement with RLB.
I will be signing a custom agreement (example: SBA lender, attorney, CPA, etc.).
7. Strategic Partnership Agreement
Before proceeding, please review the Roofers Legacy Builders Strategic Partnership Agreement. Your signature and acknowledgment confirm your acceptance of these terms.
*
We confirm that we have no undisclosed Conflicts of Interest.
We understand the 20% rebate cap and verified contribution system
*
Date
*
-
Month
-
Day
Year
Date
Save
Continue
Continue
Should be Empty: