Business Buyer Application Form
Please provide your details and goals to help us assess your fit for advisory services.
Full Name
*
First Name
Last Name
Are you prepared to wire a $50,000 retainer if we both agree it’s a fit?
*
Yes
No
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Company (if applicable)
City and State
*
Who are you?
*
An individual buyer
A partnership
A family office
A fund or private equity group
Very short background on you or your group (1–3 sentences)
*
Why are you considering a $50,000 retainer-level advisory relationship instead of a traditional broker or finder?
*
What are the top 1–3 ways you’d want me involved?
*
Deal sourcing
Valuation sanity checks
Structure/terms
Negotiation
Portfolio strategy
Something else
What’s your ideal timeline to acquire your next business?
*
Have you closed on a business before?
*
Yes
No
If yes, please provide brief details.
Do you have equity and financing lined up for the size of deals you’re targeting?
*
Yes
No
If no, please explain.
Is there anything about your situation or goals that would help me quickly understand whether this is a fit?
Submit Application
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