Name
*
First Name
Last Name
Phone Number
*
Format: (000) 000-0000.
Organisation/firm:
Your role:
Accountant
Adviser
Consultant
Other
Section 2
BVO Valuation Check
Email Address:
*
Has this business been valued through Business Valuations Online before?
Please Select
Yes
No
Don't want to say
If yes, and you want to share the business name and year, we can help you save time by avoiding some questions. If you would like to stay anonymous, click “Rather not say”
Business name:
Year completed:
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Section 3
Who Are You?
Which best describes you?
I am a business owner
I am an adviser helping my client
I want to buy a business
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I AM A BUSINESS OWNER (NO BVO VALUATION)
About Your Business
Business name (optional):
Industry:
Location (suburb and state):
How long have you owned the business?
Under 1 year
1–3 years
3–5 years
5-10 years
What’s On Your Mind?
What best describes your current thinking? (tick all that apply)
I’m starting to think about selling
Planning for retirement
Want to understand the sales value of peace of mind
Considering bringing in a partner or investor
Family or partner changes
Reviewing funding or banking requirements
Something else
Simple Financial Snapshot
Approximate annual revenue:
Under $500k
$500k–$1m
$1m–$3m
$3m–$5m
$5m–$10m
Over $10m
Approximate profitability (before owner benefits):
Under $100k
$100k–$250k
$250k–$500k
$500k–$1m
Over $1m
Do you have financial statements for the last 3 years?
Please Select
Yes
No
Your Timeframe & Context
When are you hoping to make a decision?
ASAP
3–6 months
6–12 months
Just exploring
Any key issues or risks we should be aware of? (optional)
Any previous offers or valuations? (optional)
BUSINESS OWNER (WITH BVO VALUATION)
What’s On Your Mind?
What best describes your current thinking? (tick all that apply)
I’m starting to think about selling
Planning for retirement
Want to understand the sales value of peace of mind
Considering bringing in a partner or investor
Family or partner changes
Reviewing funding or banking requirements
Something else
Your Timeframe & Context
When are you hoping to make a decision?
ASAP
3–6 months
6–12 months
Just exploring
Any key issues or risks we should be aware of? (optional)
Any previous offers or valuations? (optional)
ADVISER HELPING A CLIENT
About You
Your role:
Accountant
Adviser
Consultant
Other
Are you enquiring on behalf of a specific client?
Please Select
Yes
No
About Your Client’s Business
Client’s Business name (optional):
Industry:
Location (suburb and state):
Approximate annual revenue:
Under $500k
$500k–$1m
$1m–$3m
$3m–$5m
$5m–$10m
Over $10m
Approximate profitability:
Under $100k
$100k–$250k
$250k–$500k
$500k–$1m
Over $1m
Do they have financial statements for the last 3 years?
Please Select
Yes
No
About Your Business
Business name (optional):
Industry:
Location (suburb and state):
Approximate annual revenue:
Under $500k
$500k–$1m
$1m–$3m
$3m–$5m
$5m–$10m
Over $10m
Approximate profitability:
Under $100k
$100k–$250k
$250k–$500k
$500k–$1m
Over $1m
Do they have financial statements for the last 3 years?
Please Select
Yes
No
Support You’re Seeking
How can we help you today?
Valuation for planning
Preparing the business for sale
Sale of a business
Buy-side or strategic acquisition search
Succession or exit planning
Other
Preferred timeframe:
ASAP
Within 3 months
3–6 months
6–12 months
Just exploring
How involved would you like to be?
Work closely together
You stay involved while we support
Simple introduction only
BUYER / INVESTOR
About You as a Buyer
What best describes you?
Individual buyer
Corporate or strategic buyer
Corporate or strategic buyer· Fund / private equity/family office
What You’re Looking For
Industries of interest:
Preferred business models (optional):
Preferred locations:
Target Size
Target annual revenue range:
Under $500k
$500k–$1m
$1m–$3m
$3m–$5m
$5m–$10m
Over $10m
Target profit / EBITDA range:
Under $100k
$100k–$250k
$250k–$500k
$500k–$1m
Over $1m
Budget & Structure
Approximate acquisition budget/equity commitment:
Preferred deal structure:
100% acquisition
Majority stake
Minority partnership
Would you like the seller to stay on during handover?
Please Select
Yes
No
Depends
Timeframe & Experience
Target timeframe to complete a purchase:
ASAP
3–6 months
6–12 months
Longer
Have you bought a business before?
Please Select
Yes
No
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FINAL SECTION – For Everyone
Best time to contact you (optional):
Anything else you'd like us to know? (optional):
I consent to BVOSales sharing my details with a selected broker, where appropriate, for the purpose of progressing a potential sale. We do not share your information beyond this purpose.
Please make an email introduction to a selected broker, but only share my name, phone and email address.
I do not consent to BVOSales sharing my details with any broker at this time.
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