Client Qualification Survey
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Email *
Full Name *
Phone Number *
Address *
How did you hear about us? *
Current Occupation *
Years  current role? *
Approximate liquid assets available for investment?
*
How would you rate your personal credit score *
Do you own any property? *
Iyoowproperty, dyocurrently have aleast 25% equity in your property/properties?
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Have you filed for bankruptcy in the last 10 years?
*
Do you have any outstanding debts or financial obligations that could impact your ability to secure a business loan? *
Do you have prior experience in managing, owning or investing in a business?
*
If yes, please explain
How would you rate your understanding of business operations (marketing, finance, HR)? *
Poor
Excellent
Are you comfortable leading and managing a team? *
Are you willing to hire or collaborate with experienced partners, operators or managers to run the business? *
What type of business owner do you aspire to be?
*
How frequently would you like to be involved in business decision-making?
*
Which of the following best describes your decision-making style? *
How do you handle risk?
*
What motivates you to own or invest in a business? (check all that apply)
*
Required
What type of business are you interested in acquiring? Please be specific and include locations this business can be located. *
What is your desired timeline for acquiring a business? *
Please tell us little bit about your personal goals (ex. are you trying to replace your current income, if so, how much do you need in order to comfortably do this?) *
Tell us about your personal interests (i.e. do you have children, what do you enjoy in your free time, where have you traveled) this helps us get the seller excited about meeting with you. *
What is your goal for acquiring a business? *
What industries would you like to source for your buybox?
*
Are you aware it can take between 4-6 months to locate your perfect business and get you a signed LOI? 
*
Are you aware it can sometimes take up to an additional 4-6 months after signed LOI to close? *
Who filled out this form?
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