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Client Qualification Survey
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* Indicates required question
Email
*
Your email
Full Name
*
Your answer
Phone Number
*
Your answer
Address
*
Your answer
How did you hear about us?
*
Your answer
Current Occupation
*
Your answer
Years current role?
*
Your answer
Approximate liquid assets available for investment?
*
$25,000 - $50,000
$50,001 - $100,000
$100,001 - $250,000
$250,000 - $500,000
Other:
How would you rate your personal credit score
*
Excellent (800-850)
Very Good (740- 799)
Good (670-739)
Fair (580 - 669)
Poor (300 - 579)
Do you own any property?
*
Yes
No
Other:
I
f
yo
u
ow
n
prop
erty,
d
o
yo
u
curre
ntly
ha
ve
a
t
le
ast 25% equity in your property/properties?
Yes
No
Other:
Clear selection
Have you filed for bankruptcy in the last 10 years?
*
Yes
No
Do you have any outstanding debts or financial obligations that could impact your ability to secure a business loan?
*
Yes
No
Do you have prior experience in managing, owning or investing in a business?
*
Yes
No
If yes, please explain
Your answer
How would you rate your understanding of business operations (marketing, finance, HR)?
*
Poor
1
2
3
4
5
Excellent
Are you comfortable leading and managing a team?
*
Yes
No
Are you willing to hire or collaborate with experienced partners, operators or managers to run the business?
*
Yes
No
What type of business owner do you aspire to be?
*
Hands-on operator (involved in daily operations)
Strategic owner (guiding overall direction while delegating operations)
Passive investor (primarily financial involvement, relying on management to run the business)
How frequently would you like to be involved in business decision-making?
*
Daily
Weekly
Monthly
As needed
Which of the following best describes your decision-making style?
*
Decisive and quick
Collaborative and consultative
Analytical and data-driven
Cautious and risk-averse
How do you handle risk?
*
Embrace it
Manage it cautiously
Avoid it
What motivates you to own or invest in a business? (check all that apply)
*
Financial independence
Passive income
Diversification of investments
Legacy building for family
Other:
Required
What type of business are you interested in acquiring? Please be specific and include locations this business can be located.
*
Your answer
What is your desired timeline for acquiring a business?
*
3-6 months
6-12 months
Over 12 months
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?)
*
Your answer
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.
*
Your answer
What is your goal for acquiring a business?
*
Your answer
What industries would you like to source for your buybox?
*
Your answer
Are you aware it can take between 4-6 months to locate your perfect business and get you a signed LOI?
*
Yes
No
Are you aware it can sometimes take up to an additional 4-6 months after signed LOI to close?
*
Yes
No
Who filled out this form?
Your answer
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