PROSPECTIVE NEW CLIENT QUESTIONNAIRE ­ BUSINESS SELLERS

Please answer as many of the following questions as completely as possible (all responses will remain confidential and will not be disclosed without your permission):







General Tool
Heavy Equipment
Mining
Medium Equipment
Industrial
Light Equipment & Tools
Events / Tents
Oilfield Equipment
Manufacturing
Real Estate
Fabrication
Retail Sales
Dealership
Professional Services
Vehicles
Other (Please describe)




Total Sales: Net Profit/Loss: EBITDA:
Last Year:
Prior Year:
2 Years Ago:
Original Cost:
Replacement Cost:
Current FMV:
Yes
No
Partially
Yes
No
Yes
up to
No



* These fields are required.