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Many Business Brokers ask their potential Business Buyers to complete a confidential customer profile. This is normally a simple, basic questionnaire that summarizes a Buyer’s business interests. It is used as a point of reference by a Business Broker to match a new business listing with potential buyers. It should NOT ask for detailed information on a potential Buyer or their finances. It is NOT the same as a Personal Financial Statement and should NOT ask personal questions such as Social Security numbers, bank account information or employer information. If this type of question is present or if you feel uncomfortable with any of the questions asked, DO NOT answer them. A reputable Business Broker should only request your confidential information out of necessity and should offer a full explanation of the request. REMEMBER, YOU SHOULD NEVER BE CHARGED A FEE FOR THE RELEASE OF ANY INFORMATION! IF YOU ARE ASKED TO PAY A FEE, QUESTION IT! IT IS NOT A COMMON PRACTICE AMONG REPUTABLE BUSINESS BROKERS!
Sample outline of a:
GENERIC CONFIDENTIAL CUSTOMER PROFILE
Name ______________________________________Date______________________
Address_________________________________________________________________________
________________________________________________________________________________
Home phone______________________ Business phone__________________________
Cell phone____________________E-Mail address______________________________
Have you ever been to a Business Brokers office before? ______________________
1st time buyer __ (or) Pro__ Business Profiles shown.__________________________
Reason for buying___________________________________________________
Previous occupation or business ownership? ______________________________
Who will assist in the daily operation of the business? ______________________
How much time do you have to devote to this business? ____________________
Who will assist in the decision to buy? _____________________________________
When would you like to purchase a business by? _________________________
What is the perfect business to own? ___________________________________
What is the perfect location for this business? ______________________________
If our representative found the perfect business as specifically described, are you prepared to take the “leap of faith” now? ___________ If not now then when? __
Amount of capital to invest in a business, including down payment, closing costs, and working capital? __________________________________________________
Where is the investment capital now? _________________________________
Total dollar value of business not to exceed? ______________________________
Other business looked at but passed on recently? ___________________________
Would you consider a franchise? ____________________________________
Would you relocate for the right opportunity? _________________________
Special concerns or requirements._____________________________________
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