BUYER'S INFORMATION WORKSHEET
CONFIDENTIAL INFORMATION
Basic Buyer's Information
Items with red * are required
First Name
*
Last Name
*
Email Address
*
example@example.com
Best Phone
*
Address
*
Address Street
Street Address Line 2
City
State / Province
Postal / Zip Code
State
*
Zip Code
*
Are you a Business Broker?
*
YES
NO
Are you a Real Estate Agent?
*
YES
NO
Do you have a business partner? (If yes, they will need to complete a Non-Disclosure agreement.)
Yes
No
Business Partner Information
Complete only if you have a business partner that will be involved in the purchase of this business.
Partner First Name
Partner Last Name
Partner Email Address
example@example.com
Partner Phone Number
Partner Address
Address Street
Street Address Line 2
City
State
Zip Code
BASIC FINANCIAL INFORMATION
- Items in red with * are required
Price Range Desired
*
Maximum Down Payment
*
Minimal Earnings
*
Your Available Investment Funds
*
ADDITIONAL INFORMATION
Do you need financing?
YES
NO
Desired date of possession?
/
Month
/
Day
Year
Date
Are you interested in learning about SBA loans or other financing options?
YES
NO
ABOUT YOUR SEARCH
Best Time to Call?
Ie. 3-5 PM
Have you owned a business before?
Yes
No
How Long have you been looking?
Have you contacted broker before?
Yes
No
Tell us what types of businesses are you interested in retail, gas/convenience store, property management, restaurants-no bar, restaurants w/bar, fitness center, etc
Fitness, gas station, restaurant, etc.
Date
*
/
Month
/
Day
Year
Date
Signature - By signing, I certify that all information I have provided is true to the best of my ability.
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