Deal Assessment Intake Form
This form captures the data necessary to analyze the structural alignment and valuation anchors of the business you are evaluating. The details you provide will be used to build your Strategic Assessment Summary and prepare for our walkthrough call.
Note on Data Quality:
While only the essential fields are marked as Required (*), providing the optional "High-Resolution" details—such as customer concentration and specific add-backs—allows for a significantly more precise assessment of the deal’s defensive value and negotiation levers.
Improtant - “If unsure, select ‘Unknown / not discussed’ — do not guess.”
Privacy & Confidentiality:
To protect your NDA, please provide anonymized data only. We do not require the business name, specific address, or copies of sensitive documents to perform this analysis.
5. Relevant experience in this industry or role (years)
Guidance: This helps calibrate the operational risk and the level of support required post-acquisition.
6. Planned role after acquisition
*
6. Planned role after acquisition
SECTION B - Target Business Overview
3. Describe the type of business
*
To save you time, there is no need to summarize. Simply copy and paste the full business description from the listing site or CIM. This ensures I have the complete operational context regarding the company's history, staff, and market position.
5. Real Estate Included?
*
6. How dependent is revenue on the current owner's personal relationships or skill?
Guidance: If the owner is the primary contact for customers or holds exclusive technical knowledge, choose 'Highly Dependent.' This significantly impacts deal structure.
6. How dependent is revenue on the current owner's personal relationships or skill?
7. Reason owner is selling
SECTION C - Financial Overview
1. Last three years of gross revenue/sales
Previous year 2 gross revenue
Previous year 3 gross revenue
Trailing 12 months of revenue
Revenue trend over last 3 years best described as:
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Revenue trend over last 3 years best described as:
Revenue seasonality pattern
*
Guidance: Does the business generate revenue fairly evenly throughout the year, or is most revenue concentrated in certain months?
Revenue seasonality pattern
2. Earnings metric provided
*
2. Earnings metric provided
3. Last three years SDE / Adjusted EBITDA earnings
Last FY SDE/Adjusted EBITDA
*
Previous Year 2 SDE/ Adjusted EBITDA
Previous Year 3 SDE/ Adjusted EBITDA
Trailing 12-month SDE / Adjusted EBITDA earnings
Guidance: Are adjustments (e.g., owner perks) clearly itemized and justified, or provided as a single lump sum?
Brief description of top 2 add-back items (if applicable)
5. Approximate owner hours per week in the business
5. Approximate owner hours per week in the business
SECTION D - Price & Deal Economics
3. Estimated inventory value (if applicable)
4. Estimated equipment / FF&E value included in purchase price
Does the sale include any surplus assets not required for daily operations?
Guidance: We separate these to find the core operating value. List assets that could be sold off tomorrow without stopping daily production or reducing current profits. Do not include primary equipment used in the business (even if it's expensive), as that value is already "baked into" the earnings multiple.
Does the sale include any surplus assets not required for daily operations?
5. Working capital treatment (if applicable)
5a. Accounts Payable (vendor bills owned at closing)
*
5a. Accounts Payable (vendor bills owned at closing)
5b. Accounts Receivables (customer invoices outstanding at closing)
*
5b. Accounts Receivables (customer invoices outstanding at closing)
5c. Expected additional working capital injection at closing
*
(aside from the purchase price and any included inventory)
5c. Expected additional working capital injection at closing
7. Expected near-term captial expenditures (next 2 years)
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7. Expected near-term captial expenditures (next 2 years)
SECTION E - Financing & SBA
1. Buyer cash available (down payment)
*
1b. Estimated personal cash remaining after closing (liquidity buffer)
*
Guidance: After the down payment, closing costs, and any working capital injection. Lenders typically expect buyers to retain some liquidity after the acquisition.
1b. Estimated personal cash remaining after closing (liquidity buffer)
3. Seller financing / VTB included?
*
3. Seller financing / VTB included?
4. If the bank appraisal comes in below the purchase price, how would you handle the gap?
4. If the bank appraisal comes in below the purchase price, how would you handle the gap?
SECTION F - Business Operations
1. Customer & Revenue Profile
Customer revenue pattern best describes this business
*
Customer revenue pattern best describes this business
Approximate revenue from top 3 customers (if known)
Guidance: This identifies 'Concentration Risk.' High concentration (1-3 major accounts) often requires a lower purchase multiple or more seller financing
Approximate revenue from top 3 customers (if known)
2. Operational Complexity
Number of full-time staff
*
Briefly describe staff roles.
If the business uses subcontractors instead of employees, note that here.
Number of part-time staff
Approximate total annual payroll
*
Approximate total annual payroll
Special licensing required
*
Special licensing required
i) Is specialized equipment required?
i) Is specialized equipment required?
Describe specialized equipment
3. Seller training / transition (days)
4. Ongoing paid consulting expected post-transition?
4. Ongoing paid consulting expected post-transition?
SECTION G - Acknowledgements (*required)
By submitting this form, I acknowledge and agree that:
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