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SkyView Partners
Pre-Approval Questionnaire
Pre-Approval Questionnaire
Required fields are
marked
*
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
How did you hear about us?
*
- Choose an Option -
Advisor Legacy
Bridgemark Strategies
CMA Consulting
DeVoe & Company
DeVoe Capital Works
Echelon Partners
FP Transitions
Moisson Partners
Smart Concepts
Succession Resource Group (SRG)
Truelytics
Other M&A consulting firm
Another advisor
Barron’s
Investment News
Forbes
Wealth Management Magazine
FA Magazine
Power Lunch
Internet search
Steven Douglas
Google
Other
Jake Saba
Paul O'Connell
Marty Weber
Kris Kjolberg
Peter Driscoll
Joseph Sando
Paul O'Connell
James Duddey
Shannon Foreman
Sam Stubbert
Jay Bysinger
Sam Stubbert
Jerry Brace
Scott Hanling
Ed Panko
Bradley Wyatt
Jim Collier
Dean Clemetsen
Robert Bomberg
Chris Ciprietti
Scott Sipes
Eddie Finocchiaro
Ed Panko
Shannon Foreman
James Duddey
Flynt Hughes
Robert Rodgers
Jim Collier
Marty Weber
Matt Tully
