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Sharpe & Williams Holdings Opportunity Submission

Thank you for your interest in working with Sharpe & Williams Holdings.

We evaluate acquisitions, investments, strategic partnerships, operators, joint ventures, and other business opportunities.

This application is designed to help us understand who you are, your business background, the opportunity being presented, and whether additional due diligence is warranted.

Estimated completion time: 10-15 minutes.

Submission of this application does not create a partnership, investment relationship, fiduciary relationship, confidentiality obligation, agency relationship, employment relationship, or obligation to proceed with any transaction.

All submissions are reviewed individually.

SECTION 1: IDENTITY VERIFICATION

Full Legal Name

Former Legal Names

Aliases, Nicknames, Usernames, Online Handles, DBAs, or Business Names Used

Date of Birth

Current City and State

Phone Number

Email Address

LinkedIn Profile

Personal Website

Business Website

SECTION 2: REFERRAL SOURCE

How did you hear about Sharpe & Williams Holdings?

Who specifically referred you?

SECTION 3: CURRENT BUSINESS INTERESTS
Please disclose one business in which you currently: own equity, exercise significant control, serve as a founder, officer, director, manager, executive, advisor, or partner.

Business Name

Website

Industry

Your Role

Ownership Percentage

Other Owners or Partners

Years Involved

Active Business?

Active Business?
A
B

SECTION 4: CURRENT SIGNIFICANT BUSINESS RELATIONSHIPS
Please identify individuals who have direct firsthand experience working with you in business. These should be people who currently know your business conduct, reputation, and professional capabilities.

Name

Company

Relationship

Phone

Email

Second Current Business Relationship

Name

Company

Relationship

Phone

Email

SECTION 5: FORMER SIGNIFICANT BUSINESS RELATIONSHIPS
Please identify former partners, co-founders, operators, investors, lenders, major vendors, major customers, executives, or significant business associates with whom you have ended a business relationship during the past 10 years.

Name

Company

Relationship

Years Involved

Reason Relationship Ended

Phone

Email

Second Former Business Relationship

Name

Company

Relationship

Years Involved

Reason Relationship Ended

Phone

Email

SECTION 6: OPPORTUNITY SUMMARY

Describe the opportunity you are presenting.

What are you seeking?

What are you seeking?

How much capital are you seeking, if any?

Why are you seeking Sharpe & Williams Holdings specifically?

What role would you expect Sharpe & Williams Holdings to play?

What role would you personally play?

What is the single biggest risk or challenge facing this opportunity today?

SECTION 7: DISCLOSURES

Have you ever filed personal bankruptcy?

Have you ever filed personal bankruptcy?
A
B

Have you ever filed business bankruptcy?

Have you ever filed business bankruptcy?
A
B

Have you ever been involved in business litigation?

Have you ever been involved in business litigation?
A
B

Have you ever had a dispute with a partner, investor, lender, customer, vendor, employee, or contractor?

Have you ever had a dispute with a partner, investor, lender, customer, vendor, employee, or contractor?
A
B

Have you ever been accused of fraud, dishonesty, misrepresentation, theft, breach of fiduciary duty, financial misconduct, or unethical conduct?

Have you ever been accused of fraud, dishonesty, misrepresentation, theft, breach of fiduciary duty, financial misconduct, or unethical conduct?
A
B

Have you ever been investigated by a regulator, licensing authority, government agency, law enforcement agency, or professional board?

Have you ever been investigated by a regulator, licensing authority, government agency, law enforcement agency, or professional board?
A
B

Have you ever been convicted of a crime?

Have you ever been convicted of a crime?
A
B

Are there any pending disputes, lawsuits, investigations, judgments, liens, regulatory matters, or material business conflicts involving you or any business you control?

Are there any pending disputes, lawsuits, investigations, judgments, liens, regulatory matters, or material business conflicts involving you or any business you control?
A
B

SECTION 8: REQUIRED DOCUMENT UPLOADS

Government Issued Identification (Required)
Examples: Driver’s License, Passport, State Identification Card

Proof of Ownership or Business Involvement (Required)
Examples: Operating Agreement, Articles of Organization, Articles of Incorporation, Partnership Agreement, Cap Table, Ownership Schedule, Corporate Filing

Proof of Business Activity (Required)
Examples: Recent Bank Statement, Merchant Processor Statement, Profit & Loss Statement, Tax Return Excerpt, Financial Summary

SECTION 9: FINAL DISCLOSURE

Is there anything not disclosed above that a reasonable investor, lender, acquirer, operator, or strategic business partner would want to know before entering into business with you?

Is there anything not disclosed above that a reasonable investor, lender, acquirer, operator, or strategic business partner would want to know before entering into business with you?
A
B
SECTION 10: AUTHORIZATION AND CERTIFICATION

I certify that all information provided in this application is true, accurate, and complete to the best of my knowledge.

I understand that omissions, incomplete answers, misleading information, or material misrepresentations may result in immediate termination of discussions.

I authorize Sharpe & Williams Holdings, its owners, representatives, attorneys, accountants, consultants, advisors, contractors, affiliates, investigators, private investigators, and third-party service providers to verify information contained in this application.

I authorize Sharpe & Williams Holdings to contact current and former business associates, partners, investors, lenders, customers, vendors, employees, contractors, and other relevant parties for due diligence purposes.

I authorize Sharpe & Williams Holdings and its representatives to review public records, corporate records, litigation records, regulatory records, licensing records, bankruptcy records, media reports, social media activity, ownership records, and other information reasonably relevant to evaluating a potential business relationship.

I understand that Sharpe & Williams Holdings may engage attorneys, accountants, consultants, investigators, private investigators, or other professionals as part of its due diligence process.

I understand that submission of this application does not guarantee a partnership, acquisition, investment, financing arrangement, joint venture, or any other business relationship.

I have read, understand, and agree to the Authorization and Certification above.

I have read, understand, and agree to the Authorization and Certification above.

FINAL SIGNATURE

Electronic Signature

Date