Small Business Exchange, ltd (SBE)                     Exclusive Buyer Profile

    For exclusive use by SBE (do not duplicate except to complete and return to SBE)
 

Personal Profile:

Name:__________________________________DOB: ___________________ SS#:_______________

Current Address:_____________________________________________________# Yrs/Mos.________

Previous Address: :___________________________________________________# Yrs/Mos.________

E-Mail Address: _____________________________________________________________________

Phone#’s: Home: __________________Work: __________________ Fax: ____________________

Business Experience, Business Profile & Education:

    A.  Experience & Education (check all that apply)

____ Sales and Marketing     ____ Conceptual Selling             ____Staff Development
____ Strategic Planning        ____ Executive/Management       ____Finance, Accounting

____ Other Describe: _____________________________________________________

# Years Business Experience: _____ Maximum # of Staff Supervised:_________

Degrees or Certification Held: __________________________________________________

    B. Family Involvement:    _____Required; ____Probable; _____Possible; _____Unlikely; ____None

    C. Involvement of non-family Partner/Friend:__Required; __Probable; __Possible; __Unlikely; __None

    D. Interest in Franchises:______High; ______Neutral or Unsure; _____ Low; _____None

    E. Businesses Previously Owned:__________________________________________________________

    F. Businesses Previously Considered:_______________________________________________________

    G. Rate your level of Interest in the following Areas (1=Very Interested; 5=Not Interested)

                        GO TO:-------->>Small Business Review Supplement
 
Operating Overview and Strategic Vision:
 
______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

Location and Travel Considerations:

A. Real Estate Available for Business:
        1. Home: Yes or No
        2. Other Address:_________________________________________________________

            Zoning: __________________________________________________________

            Total Sq. Ft.: ______; Finished _____; Unfinished: _____; Occupied: _____

            # Tenants: _____; Monthly Income: ______; Lease Mos. Remain'g: ______

            Mortgage Balance: _________; Monthly Pymt: ______; Yrs. Remaining: _____

B. Describe your willingness to travel in terms of distances, locations or other relevant factors:

 C. Besides your current real estate, what do you consider an ideal location for a potential business
    (e.g. town plaza, mall, etc.)?

Compensation, Investment and Financing:

Minimum Equity: _______%;  Annual Compensation: $                    ; Plus Fringes of: __________________

Position Desired if NOT Full-Time Owner/Operator: _______________________________________________

Buyer Initial Cash Investment Available: $                     ; Available Business Financing: $

Other Sources of Cash or investment: _________________________________________________

Timing and Other Considerations:

Targeted ownership date:_____; Presently Employed:        ; Time Devoted to Search: ___Full ___Part Time