Buyer Profile Form
Which advisor are you working with?
Please Select
Chris Mahony
Tim Weinhold
Ken Ernewein
Betty Gales
Aaron Babaa
Alisha Kaiser
Robin McIntire
Michael R. Moore
Unsure/Other
Which type of business are you looking to acquire?
Please Select
SBA-eligible ($1M-$10)
M&A ($10M - $100M+)
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Section 1: Contact Info
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
LinkedIn Profile Link
Paste a link to your LinkedIn profile here
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Section 2: Acquisition Preferences
What types of businesses are you interested in acquiring?
*
List all industries or types of businesses
What type of business are you specifically NOT interested in acquiring?
*
List all industries or types of businesses
What are your geographical preferences?
*
List all interested cities, regions, or areas
What is your target acquisition size in terms of purchase price?
*
Please Select
$0 - $500k
$500k - $1M
$1M - $5M
$5M - $10M
$10M+
Are there any specific attributes you prioritize in a business? List all that apply.
*
Example: Recurring revenue, growth potential, management team, semi-passive, etc.
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Section 3: Financial Capacity
Current liquid assets
*
Current total net worth
*
What is the source of your funds?
*
Personal savings
Personal retirement (rollover)
External investments (e.g., family/friends)
Loans (e.g., SBA funding)
Other
Do you have a bank pre-approval?
*
Please Select
Yes
No
Upload your pre-approval letter
*
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Choose a file
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Section 4: Transaction Timeline and Goals
When do you plan to acquire a business?
*
Please Select
Immediately
Within 3-6 months
Within 6-12 months
12 months+
What is your primary goal for acquiring a business?
*
Why is this important to you?
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Section 5: Additional Background Information
Have you owned or managed a business before?
*
Please Select
Yes
No
Have you acquired a business before?
*
Please Select
Yes
No
Buyer profile (aka 'buy box') if available
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Choose a file
If you have a buyer criteria/profile sheet, upload it here.
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Section 1: Contact Info
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Company / Fund Name
*
Website or LinkedIn profile
*
What is your role in the acquisition process?
Please Select
Principal / Managing Partner (decision-maker)
Partner / Investment Committee Member
Deal Lead / M&A Director
Operating Partner
Associate / Analyst
Independent Scout or Finder
Broker or Intermediary
Other
Note: We prioritize conversations with qualified decision-makers or individuals who are directly leading acquisitions. If you're supporting a deal team, please list the name and role of the decision-maker you represent.
*
Do you have a 'buy box' (buyer search criteria) you can upload?
Please Select
Yes
No
Upload your buy box here:
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Section 2: Investment Strategy & Fit
What is your investment thesis?
*
What is your fund mandate?
*
Type a question
*
Under $5M
$5M - $10M
$10M - $25M
$25M - $100M
$100M+
How would you categorize this potential acquisition within your current portfolio strategy?
*
Platform
Tuck-in
Bolt-on
Other
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Section 3: Fund Structure & Capital Stock
What is the size of your fund (capital under management)?
*
Is it a committed capital fund or an on-deposit fund?
Committed capital
On-deposit / Deal-by-deal
Other
Do you use leverage? If so, what is your typical equity vs. debt ratio?
*
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Section 4: Deal Type & Structure
Do you pursue 100% buyouts, majority recapitalizations, or both?
100% buyouts only
Majority recap only
Both
Minority deals
Other
If recap, what % equity do you typically leave with the owner?
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Section 5: Process, Timing, & Track Record
What is your acquisition process (high level from intro to close)?
*
How quickly can you close once you decide to proceed?
*
What is your success rate percentage from signed LOI to close?
*
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Section 6: Seller Terms & Post-Close Expectations
What is your typical hold period before an owner’s second exit?
*
How do you typically structure seller compensation/incentives post-transaction?
*
What ability does the owner have to exit early and dispose of remaining equity?
*
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Section 7: Deal History & References
Have you closed any deals in the past 12 months?
*
Please Select
Yes
No
Please provide brief details (size, type, industry, geography):
*
Would you be willing to provide references or case studies if requested?
*
Please Select
Yes
No
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Final Submission
Is there any additional information you’d like to share to help match you with the right opportunity?
Please verify that you are human
*
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