• Seller Intake Form

    Explore the Value of Your Business. Understand Your Options. Plan Your Next Move. The Global Group helps business owners evaluate, prepare, market and transition their businesses through a structured process designed to maximize value while protecting confidentiality. Whether you are considering a sale now, planning for a future exit, or simply want to understand what your business may be worth, this confidential intake form provides our team with the information needed to begin the conversation. Please complete as much information as possible. If you do not know an answer, simply leave the field blank.

  • Owner/Contact Info

  • Format: (000) 000-0000.
  • Preferred Contact Method*
  • Best Time to Contact

  • Business Details

  • Industry/Sector*
  • Are you the primary operator?*
  • Does the business have management in place?
  • Does the business require owner presence?
  • Approximate Annual Revenue*
  • Approximate Annual EBITDA or SDE*
  • Does the business own any of the following?*
  • What has been the general performance of the business?

  • Owner Compensation and Financial Position

  • Do you currently receive a salary from the business?*
  • Does the business pay for any personal expenses?*
  • Does the business currently have any of the following?*

  • Franchise Information

  • Is this business a Franchise?*
  • Does the Franchisor require approval of the sale?

  • Sale Intent and Deal Structure

  • Why are you considering selling?*
  • What is your timeline for selling?*
  • How did you arrive at that valuation assessment?*
  • Would you like the Global Group to conduct a thorough assessment?*
  • What are your most important objectives in a sale?*
  • Would you prefer:*
  • Would you consider a Vendor Take-Back (VTB)?*
  • Are you open to transition or post sale involvement?*
  • Would you consider a Seller Earn-Out?*
  • How important is confidentiality regarding the potential sale?*
  • May Global contact you by phone or email regarding this potential transaction?*
  • Has anyone else been informed that you are considering a sale?*

  • Documentation, Advisors, and Discussion Topics

  • Which documents could you make available for a preliminary review?*
  • Do you currently have an accountant or financial advisor?
  • Do you currently have a lawyer / legal advisor?
  • How did you hear about The Global Group?*
  • What topics would you be interested in discussing with Global? Select all that apply*

  • Seller Confirmation

  • I confirm that the information provided in this preliminary intake form is accurate to the best of my knowledge and is being provided for the purpose of allowing The Global Group to understand my business and discuss potential valuation, preparation, marketing and transaction options. 

    I understand that this form does not constitute a listing agreement, valuation opinion, offer to purchase, commitment to sell, or other binding transaction agreement.

    The information provided will be treated as confidential and used for the purpose of evaluating potential services and transaction opportunities, subject to any applicable confidentiality agreement and applicable law.

  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: