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GROWTH Page | Buyer Contact Form (#42)

Contact Information

First Name

Last Name

Phone

Firm CRD Number:

Individual CRD Number:

General Business Information

How long have you been in the industry?

Is this your first acquisition?

Yes

What is your current staffing situation?

Who is your custodian?

What is your AUM?

What percentage of your revenue is fee-based?

Where is your business located?

What state(s) are you looking to acquire in?

How many clients do you intend to bring on?

What quantity of assets are you targeting?

What is the annual gross production of assets you are targeting?

What is your budget?

What kind of deal structure do you have in mind?

Do you have financing lined up to make a purchase?

Yes

Do you have a formalized succession plan in place?

Yes

Are there any other details you want to provide?

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