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SkyView Partners
Pre-Approval Questionnaire

Pre-Approval Questionnaire

Required fields are marked *

Contact Information

Full Name*

Practice Name*

Broker Dealer

Custodian

Office Phone

Mobile Phone

Work Email*

Alternate Email

Address

City

State

ZIP

Age Range:

Industry Tenure

Practice & Transaction Information

How much financing are you applying for? ($500,000 minimum)*

What type of loan are you applying for?*

Acquisition

Legacy / Succession

Merger

Debt Reconstruction

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

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

Is the guarantor(s) in good standing with FINRA or SEC?*

Yes

Do all guarantors have a credit score over 680?*

Yes

Is the practice domiciled in the United States?*

Yes

Have any of the guarantors filed for bankruptcy in the last 7 years?*

Yes

Do any of the guarantors have any delinquent taxes or tax liens?*

Yes

Have any of the guarantors been charged or convicted of a felony?*

Yes

Have you been a party to a foreclosure, repossession, debt settlement and/or short sale proceeding?*

Yes

Is anyone else on your staff authorized to discuss this inquiry?

Yes

How did you hear about us?*

SkyView Partners, LLC

(866) 567-6282

294 Grove Lane East, Suite 120, Wayzata, MN 55391

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