For exclusive use by SBE (do not duplicate except to complete and return to SBE)
 
Must be used in conjunction with SBE-->>> Business Evaluation "Quick List"

Can be Supplemented with More Detail Using SBE form->>>Seller Listing Data

Personal Profile:

 Name:______________________________________________________________________________

 DOB: ___________________ SS#:_______________ % of Business You Own: _______%

Current Address:_____________________________________________________# Yrs/Mos.________

Previous Address: :___________________________________________________# Yrs/Mos.________

E-Mail Address: _____________________________________________________________________

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

Reason(s) for Selling: _________________________________________________________________

     ________________________________________________________________________________

 
Business Profile:

Name(s) and D/B/A's:__________________________________________________________________

Federal ID# or SS#:_______________

Current Address:____________________________________________________# Yrs/Mos.________

E-Mail Address: _____________________________________________________________________

Phone#: _______________________Toll Free: ____________________ Fax: ____________________

Describe the Industry and General Business Purpose of the Company: _________________________

    __________________________________________________________________________________

Is the Business Currently Active?_______

Type of Entity:  ____C Corp; ____S Corp; ____LLC; ____Partnership; ____Sole Proprietorship;

                        ____Trust; ____Other (Describe)____________________________________________

Other Owners/Principals:
    Name                                                Address                                                Phone                   %

    __________________________    ____________________________    ____________    ___

    __________________________    ____________________________    ____________    ___

    __________________________    ____________________________    ____________    ___

Do You Own or Lease the Premises?: _______________    Operating S.F..: _______ Storgae S.F._______

If Owned, is the Real estate For Sale Also?__________ Listing Agent is: ____________________________

If leasing, how many months are remaining?______; Monthly Rent: $______; Is the lease assumable?_____
 

Operating Overview and Strategic Opportunity for New Buyer:

    __________________________________________________________________________

    __________________________________________________________________________
 

The Transaction

    Profile of Ideal Buyer: ________________________________________________________________________________

        ____________________________________________________________________________________________________

Revenues, Compensation, Investment and Financing:

   Annual Average Cash Flow to Owners:  $ ______________________

   Average Current Annual Revenue: $___________________________

   Average Working Capital Required to Run the Business: $____________________________

 
Timing and Other Considerations:

    Targeted Closing Date: _______; Time Devoted to Search: ____Full Time; _____Part Time

    Other Comments: ________________________________________________________________________

        _____________________________________________________________________________________
 
Additional Comments or Information not otherwise included elsewhere that
Demonstrate the Value of this Business or are considered Important to the Transaction

 _____________________________________________________________________________

 _____________________________________________________________________________

 _____________________________________________________________________________

 _____________________________________________________________________________