Buyer Questionnaire

Share a Few Details

Buying a business is a major step, and the more we understand your goals, experience, and investment criteria, the better we can help you find the right opportunity. These questions give us the insight we need to focus your search, recommend suitable businesses, and make the most of your consultation.

Name

First

Last

Phone

Company Name (if applicable)

Preferred Market or Region

Primary Industry of Interest

Secondary Industry of Interest

Region ever to

Years of Experience in Business Ownership or Management

Approximate Investment Range

Available Cash for Down Payment

Do you plan to use financing?

What’s motivating you to buy a business?

Ideal Timeline for Acquisition

Have you ever acquired a business before?

Is there a partner or co-owner involved in the decision?

Would do you need the most help with?

Please share a brief summary of your professional background and experience.

Still Exploring?

Get the Insight You Need

If you’re not ready to take action yet, that’s okay. Buying a business is a big decision, and timing matters. Schedule a short call with our team to talk through your goals, questions, and options — no pressure, just perspective.

Schedule a Call

Share a Few Details

Get the Insight You Need

Small Business Advisory

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+1 561 961 8614

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