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Pre-Approval Questionnaire
SkyView Partners
Pre-Approval Questionnaire
Required fields are
marked
*
How did you hear about us?
*
- Choose an Option -
Jake Saba
Bill Dorough
Paul O'Connell
Dan Murphy
Kris Kjolberg
Peter Driscoll
Paul O'Connell
James Duddey
Baker Smith
Sam Stubbert
Jay Bysinger
Sam Stubbert
Jerry Brace
Scott Hanling
Bradley Wyatt
Jim Collier
Dean Clemetsen
Kris Kjolberg
Eddie Finocchiaro
Bill McCoach
Shannon Foreman
Frank Csuti
Robert Rodgers
Jim Collier
Bill Dorough
Patrick Good
Mark Carrozza
Mark Carrozza
APBOE.com
Advisor Legacy
Bridgemark Strategies
CMA Consulting
DeVoe & Company
DeVoe Capital Works
Echelon Partners
FP Transitions
Moisson Partners
Smart Concepts
Succession Resource Group (SRG)
Truelytics
Your Legacy Partners
Other M&A consulting firm
Bancorp
Another advisor
Internet search
Email
Webinar
Power Lunch
Barron’s
Forbes
FA Magazine
Investment News
RIABiz
RIAIntel
ThinkAdvisor
Wealth Management Magazine
Steven Douglas
Other
Contact Information
Full Name
*
Legal Practice Name
*
What % of this business do you own?
Do you own any other businesses?
Yes
No
Broker Dealer
Custodian
Office Phone
Mobile Phone
Work Email
*
Alternate Email
Business Address
City
State
ZIP
Personal Credit Score
Age Range:
- Choose an Option -
20 - 30
31 - 45
45 - 60
61+
Industry Tenure
Practice & Transaction Information
How much financing are you applying for?
($250,000 minimum)
*
What type of loan are you applying for?
*
Acquisition
Sell and Stay
Legacy / Succession
Merger
Debt Reconstruction
Working Capital
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
*
Has net income been negative in any of the last four calendar years?
*
Yes
No
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?
Additional Information
Does one of the guarantors have experience as a financial advisor?
*
Yes
No
Is the guarantor(s) in good standing with FINRA or SEC?
*
Yes
No
Do
all
guarantors have a credit score over 680?
*
Yes
No
Is the practice domiciled in the United States?
*
Yes
No
Have any of the guarantors filed for bankruptcy in the last 7 years?
*
Yes
No
Do any of the guarantors have any delinquent taxes or tax liens?
*
Yes
No
Have any of the guarantors been charged or convicted of a felony?
*
Yes
No
Have you been a party to a foreclosure, repossession, debt settlement and/or short sale proceeding?
*
Yes
No
Is anyone else on your staff authorized to discuss this inquiry?
Yes
No
