Business Sale Questionnaire
Please provide details on the following questions.

Complete them to the best of your ability as this will help us curate the marketing details to go along with your business listing.

Thank you!
First & Last Name
Best Phone Number
Best Email Address
Business Address *
What is your tax preparer designation? CPA/EA/PTIN? *
How long has your company been in business for? *
Provide any company history to give prospective buyers an idea of where your business started and where you are today: *
Provide an estimated breakdown of services offered: Ex. 60% tax prep, 20% bookkeeping, 20% tax resolution etc. *
How many returns, on average, are prepared per year? How many of each type of return are prepared per year? (You can also send a breakdown from Quickbooks or Excel to *
Does the business's location add to its value? Are there any attractions or shopping centers that bring foot-traffic into your business? *
Are you leasing the current office(s), do you own the building(s), or is this a home-based operation? *
If leasing, what do you pay each month and what is included? (please provide copy of lease) *
What Tax Preparation Software are you currently using? *
What type of Accounting Software are you currently using? *
Are you utilizing any Cloud-based services to keep files secured, organized and easily accessable? If so, provide the name of the service(s) and what you use it for: *
Provide the URL to your website: *
Current number of employees and their responsibilities? *
Do you provide off-season services to clients? If so, what kind? Is there opportunity to offer additional services you may or may not be licensed to offer? ie Financial Services, Attorney services etc. *
What goals do you have for exiting and transitioning your business? *
What is the main reason for selling your business? Retirement? Switching Industries/Careers? *
What qualities does your ideal buyer need to have so we can properly identify one? *
Are you interested in staying on after the sale to help transition? If so, how long and what terms would need to be agreed to? *
What are you looking forward to doing after your business is sold?! *
Never submit passwords through Google Forms.
This form was created inside of EPL Financial Group.