Background Information:
Education:  College(s)  

Degree(s)

Business experience: (Check all that apply)
Sales Manufacturing Accounting Retail Engineering Finance Service   Marketing

  Distribution Operations  Other

Industries experienced

Positions held

Do you own any businesses presently? Yes    No 

If yes, what type(s) of business(es)?

Approximate total annual revenues(s):

Is this your first acquisition for your own portfolio? Yes No

Are you interested in acquiring less than 100% ownership? Yes No

Will you be an: Active Manager Passive Investor

How long have you been seeking an acquisition?

How soon is acquisition desired?

Are you the sole buyer/investor?   If no, how many others?

Willing to Relocate?  Yes No

Criteria: Size of Business Envisioned:

Revenue Range:         $ to

Transaction Value:     $ to

Minimum Pre-Tax:     $

Minimum Cash Flow: $

Please provide any additional comments related to your acquisition needs or strategy that would give added insight in selecting acquisition candidates for your consideration including hobbies and special interest.

Specific Skills/Knowledge

We all have more skill, knowledge and comfort in some areas as compared to others.  Listed below are specific areas where you can rate your level of skill and comfort on a scale of 1 - 10 (10 being the highest level of skill, knowledge or comfort).

Accounting  Finance Taxes Selling Marketing Sales Management

Managerial Motivational Ability Analytical Verbal Writing  

Mechanical Design Computer Operation Computer Programming

Systems/Controls Concepts Manual Dexterity Public Relations Teaching

Artistic Scientific Clerical  Math Music Friendliness  

Office Skills Public Speaking  Supervise Others Work w Children  

Fix Things  Influence Others Record Keeping Planning  

Other

Occupations and Business Daydreams
List below the businesses and careers you have daydreamed about as well as those you have discussed with others.  Put your first choice first and work backwards to other jobs or businesses you have considered.

Lifestyle and Financial Requirements:

Time distance of business from home

Number of days per week you are willing to work

Earliest starting time desired Latest quitting time

Minimum amount of compensation (start) required  $ per month

Is the ability for family members to participate important  Yes No

Prefer work environment to be inside , outside , both or doesn't matter

Prefer business to address hobbies or special interests Yes No

Aversion to specific products, services or industries.  If yes explain

The size of the business that would be right for you should be in balance with the amount of equity you would be comfortable investing.  The capital available for Down Payment:  
                            Cash                          Equity in Real Estate  

                            Marketable Securities Family, friends, etc.

Total Available for Down Payment $

Preferred price of business from to

Preferred initial investment from to

Thank you for taking the time to complete this worksheet and hope it has helped you.  We may be able to assist you in one of two ways:

    1)    Please contact me to discuss my mentoring    

• The types of business you might consider
• Possible acquisition and negotiating strategies
• Realistic assessment of your goal attainment

    2)     Engage Lighthouse Financial, LLC to direct a Business Search. We will review and contact you for a discussion of your options.
            Please contact me to discuss your searching for a business on my behalf    

Contact Information:  

Name:   

Address

City         State ZIP

Biz Phone:       Email  

Home Phone:      FAX

            Comments: