Buyer Profile

PROSPECTIVE BUYER PROFILE

Our agreement with our Sellers require that we pre-screen prospective buyers.  Kindly fill out as much of the following two pages as you are comfortable with to the best of your ability.  The amount of data required may vary depending upon our Seller’s specifications, and/or the requirements we set forth;
at a minimum you will seek to indicate ability to potentially acquire the opportunity inquired on.

It is to a Prospective Buyer’s greatest advantage to be as comprehensive as possible as we often contact qualified Buyers with new listings that meet their criteria. We estimate that 20% - 30% of our businesses never hit the open market as they are sold via this mechanism. This means that Buyers who are reluctant to share pertinent data will likely miss out on many of the best opportunities. 

We assure you that financial information is kept strictly confidential, and is not shared with Sellers or any other parties.  For assistance in filling out any portion of this form, you may phone 310.652.8353.

Section A: Personal Profile
Current Position / Company
Household Income $
Licenses Held (e.g. Real Estate, Law, Contractor, etc.) Real Estate Law Contractor Other
If you have any investment partners, please explain (kindly indicate their identity and capital available as well as any other pertinent details to meet qualification requirements)
Current / Former Types of Businesses Owned

Section B: Investment Criteria
Purchase Price Range
Capital Available to Invest
Min. Annual Net Profit
Industries / Areas of Interest
Geographic Requirements
Criteria
(i.e. Gross / Net Revenues, EBIT, Mngt. Structure, etc.)

If you are or represent a Private Equity Group, Venture Capital firm, or are a Corporate Buyer, please list current platform companies, target industries, and general investment criteria (i.e. EBIT or ROI requirement): (You may attach audited corp. financials, or if public, note your stock symbol in lieu of filling out Section C)

Section C:Financial Qualification Indication

Please provide approximate balances on each of the following items to the best of your ability and comfort level. IT IS NOT NECESSARY TO FILL OUT ENTIRE FORM or provide account data, however, AT A MINIMUM you will need to indicate sufficient funds for a full price offer for us to share any confidential sale details.

Current Assets
Checking & Savings Account: $
Stocks, Bonds, Money Mkrt.: $
IRA, 401K, Retirement: $
Real Estate, Home $
Real Estate, Other $
Other Businesses/Investments $
Other Assets (Describe below) $
Total Assets: $

Current Liabilities

Credit Card Balance(s): $
Student Loans: $
Other Personal Debt $
Mortgage, Home (total) $
Mortgage, Other $
Automobile(s) Loans $
Notes Payable (Bank/Other) $
Other Liabilities (Describe) $
Total Liabilities: $
   
Net Current Assets: $
I seek a business acquisition loan? Yes No
If yes, available down payment $ $
Have you ever declared bankruptcy? Yes No
If yes, how many years have passed

Section D:Other Notes / Comments

Kindly provide any additional details that you would like to share. If any pertinent data on this form has been omitted, please indicate your ability to purchase in general terms, or the reason for data omission. Indication that pertinent information will be provided ‘at a later date’ will not allow us to assist you.

All of the information stated herein is a true and correct representation of my personal profile, financial condition, and investment criteria. While any details of my financial ability will remain confidential, I realize that my professional background may be shared with a Seller. I further understand that this agreement does not constitute any form of an agency relationship with TVG.


Name (Print)
Date
Name (Sign)
Phone
Opportunity Inquired on / Area of Interest: