Buyers Questionnaire

Please take a few minutes to complete this questionnaire. Your answers will assist us gain a better understanding of the business you want to buy, its location, operational structure, and how much you want to invest. Obviously, this information will be treated in the stricted confidence.

Please complete all fields - inserting N/A if a field does not apply to you. Hold your pointer over the next to each field if you need help. When you're finished - simply click the submit button. Thank you

BUSINESS INFORMATION
Business Name:
Postal Address:
City:
State:
Postcode:
Your Dealer Group:
YOUR CONTACT DETAILS
First Name:
Last Name:
Phone:
Email:	* We will be sending confidential information to this email address. Please ensure it's an address only you have access to for your own security.
DESCRIBE THE FINANCIAL PLANNING BUSINESS YOU'D LIKE TO BUY
Location:
Dealer Group:
Number of clients:
Total revenue $K:
Gross Profit $K:
EBIT $K:
Total FUM $M:
Breakup of FUM:
SMSF:
DETAIL WHAT YOU'LL PAY
Upfront fee multiples:
Trail fee multiples:
Will you retain the staff:	Yes No Not Sure
Purchase budget $M:
Funding:	Need finance Self funded
Projected settlement date:
Note any special settlement conditions here:
Note any other relevant points here:
		I authorise Radar Results to collect this information, conditional that it is stored, managed and used strictly in accordance with Radar Results documented privacy policy. Radar Results will email you a copy of the completed questionnaire so you have a copy for your records.

Printed from www.radarresults.com.au