Define Your Buy Box

1

Your Contact Information

First Name *

Last Name *

Email Address *

Phone Number *

How did you hear about us?

2

Your Agent

Who are you working with? *

3

Location Preferences

Preferred State(s)

Specific Cities or Metro Areas

4

Your Background

Professional background / experience

Have you previously owned or managed a business?

Yes No

If yes, briefly describe it

You are looking to be:

Owner-Operator (working in the business day to day) Semi-Absentee (managing a leadership team remotely) Silent Investor (quarterly/semi-annual performance reviews)

5

Business Preferences

Industry or type of business of interest

You are seeking:

Franchise Independent Business Open to Both

Target acquisition timeline:

Immediately 3–6 months 6–12 months Longer-term

Business type of interest: (select all that apply)

Lifestyle Business High-Growth Opportunity Turnaround Opportunity Passive Investment

6

Financial Parameters

Target Purchase Price Range

Available Liquid Capital

Preferred Financing Type: (select all that apply)

SBA Loan Conventional Loan Seller Financing Cash Open to Options

Do you have a pre-approval or pre-qualification letter?

Yes No In Progress

Minimum Annual Revenue

Minimum SDE or EBITDA

Preferred number of employees

Real estate preference:

Prefer Real Estate Included Prefer Lease Either is Fine

7

Deal Criteria

For each factor below, indicate how important it is to your acquisition decision.

Factor	Preferred	Must-Have	Not Important
Business has operated for at least 5 years
Existing staff or management in place
Includes real estate or a favorable long-term lease
Has documented growth or value-add potential
Owner willing to stay for transition period
Recurring revenue or contract-based income
Clean books / audited financials available

8

Additional Insights

Personal interests or passions

Hard no — industries or business types you will not consider

Long-term goal for the business:

Operate and grow long-term Grow and sell within 5–10 years Hold as passive investment Not sure yet

Anything else we should know?