Business Intake Form

Tell us about your business

This form helps us understand your business in detail. The more information you provide, the faster we can evaluate fit and come back with a preliminary assessment. All information is confidential.

Takes approximately 15-20 minutes to complete

1

Your Contact Information

First Name *

Last Name *

Email Address *

Phone Number *

Preferred Method of Contact *

2

Business Overview

Business Name *

Industry / Sector *

Business Description *

Primary Location (City/Region) *

Year Established *

Business Website

If your business has a website, please share the URL

Social Media Profiles

Share any social media profiles where your business is active

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3

Financial Information

Approximate figures are fine at this stage. We'll review detailed financials later in the process.

Annual Revenue (Most Recent Year) *

EBITDA / Adjusted Profit (Most Recent Year) *

Revenue Trend (Last 3 Years) *

Revenue Model *

Customer Concentration *

Outstanding Debt / Liabilities *

4

Operations & Team

Total Number of Employees *

Management Team in Place *

Current Owner Involvement *

Key Person Risk *

Systems & Processes *

Facilities / Real Estate *

5

Your Situation & Goals

Why Are You Considering Selling? *

Desired Timeline *

Willingness to Stay During Transition *

Valuation Expectations (Optional)

If you have an asking price or valuation in mind, share it here. If not, leave blank.

Deal Structure Preference *

What Matters Most to You? *

6

Additional Information

What Makes Your Business Unique? *

Current Challenges or Risks *

Growth Opportunities

Are You Working with a Broker? *

How Did You Hear About Brand + Bloom? *

Anything Else We Should Know?

Your Information is Confidential

All information you provide is treated as strictly confidential. We will sign an NDA before reviewing any detailed financials or sensitive business information. Your submission will be reviewed by our team only and will not be shared with third parties without your explicit permission.

We'll review your submission and respond within 24-48 hours