Pre-Approval Questionnaire for Wealth Management

Required fields are marked *

How did you hear about us?*

Contact Information

Full Name*

Legal Practice Name*

What % of this business do you own?

Do you own any other businesses?

Yes

Broker Dealer

Custodian

Office Phone

Mobile Phone

Which phone number do you prefer to be contacted at?*

Office Phone

Mobile Phone

Work Email*

Personal Email

Which email address do you prefer to be contacted at?*

Work Email

Personal Email

Business Address

City

State

ZIP

Personal Credit Score

Age Range:

Industry Tenure

Practice & Transaction Information

How much financing are you applying for? ($1,000,000 minimum)*

What type of loan are you applying for?*

Acquisition

Sell and Stay

Legacy / Succession

Merger

Debt Reconstruction

Merge In

Cash Out

Projected close date

Buyer’s current AUM*

Seller’s current AUM*

Buyer’s current average gross revenue over 3 years*

Seller’s current average gross revenue over 3 years*

Buyer's Approximate recurring revenue percentage*

Seller's Approximate recurring revenue percentage*

Has net income been negative in any of the last four calendar years?*

Yes

What is the monthly loan obligation for your practice?*

Average business operating account balance?*

Post Transaction Payout Percentage*

How many years have you been with your current firm?

Contact Information

Practice & Transaction Information

Additional Information