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Business Overview

We work with 250+ strategic buyers and private equity firms to help them acquire exceptional businesses.

Whether you're looking to sell, partner to grow, or simply want to understand how to better position your company for the future; we’re here to help.

🛡️ We will exercise complete confidentiality in all discussions.

⏱️ It takes just 5-7 mins to complete.
Once submitted, we’ll review your answers and tell you what buyers would realistically pay in today’s market in a free 20-minute call.

👤 Owner/s Info

Full Name

E-mail Address

Mobile Number

Are you the sole owner?
If not, briefly describe the ownership breakdown

🏢 Company Snapshot

What industry does your business operate in?

What are your main business lines, and approx. % of revenue each represents?

Trailing 12-Month Revenue

Trailing 12-Month EBITDA

(Net income + interest + taxes + depreciation)

Add-backs / One-time expenses

List any personal or non-recurring expenses that run through the company
(e.g. personal vehicle, one-off legal fees, non-working family salaries, etc.)

🔁 Revenue Quality & Clients

% of recurring (service) vs. one-off/project-based revenue

% of total revenue your top 5 customers represent

Where do most of your customers come from?

(e.g. referrals, relationships, SEO, ads, channel partners)

Who are your main competitors?

🧠 Leadership & Owner Role

How involved are you in daily operations?

(e.g. Full-time CEO, part-time, not involved)

What are your core responsibilities today?

🤝 Goals & Deal Preferences

Why are you exploring a sale / partnership?

What’s your ideal outcome?

(e.g. full exit, stay on and scale, open to both)

Do you have a team / person in place to take over your role post-transaction?

(e.g. key employees, management team, internal candidates)

Target valuation or price range you’d like to achieve

What’s most important to you besides price?

(e.g. legacy, brand, team continuity, speed, culture fit, earnout structure, rollover equity)