Meritage Partners, Inc. | Buyer Profile Form

JavaScript Menu, DHTML Menu Powered By Milonic

Below is a list of some of our forms, checklists, and other important documents that will be used in the business transaction process. Feel free to view, download, and print these documents for your review and information. We may ask you to visit this page later to complete certain pertinent documents and forms along the way or simply reference them for your personal use as a means of educating you in the business transaction process. Please note you will need the Adobe Acrobat Reader to view most of the documents below. If you do not have this application please click the Adobe logo to the right of your screen. We encourage you to contact us if you have any questions regarding any of these documents.

Buyer Profile Form

MERITAGE PARTNERS, INC.
BUYER'S PERSONAL PROFILE/ CONFIDENTIAL INFORMATION

Thank you for your business inquiry and we look forward to sending you additional information. Please start by
completing the buyer's profile and confidentiality form. This will allow us to assist you throughout the buying process. After
receiving the Buyer's Profile we will contact you with further information. It is understood that this information is
completely confidential.

Date:

*Email Address: Required.

*Name:

Required.

Company:

Mailing Address:

*Office #:

Required.

Mobile:

Fax:

Other:

Questionnaire:
Are you the individual buying a business? Yes No
Have you made the decision to buy a business? Yes No

Why:

Present Occupation or Business:

How did you learn about our Company? (Check all that apply)
Ad Referral Yellow Pages Company's Web Site
Other:

• *Type(s) of Business Preferred: Required.

• *Location(s) Preference: Required.

• *Minimum “Owner Benefit” or EBITDA: $ Required.

• *How much money is available for this Venture/Acquisition: $ Required.

• *What is the source(s) of your funds? Required.

• *When will you have access to all of these funds? Required.

• Do you plan to liquidate an IRA or 401(k) for this Venture/Acquisition? Yes No

• Do you have “working capital” available for initial business expenses, if needed?
Yes No

• Who, besides yourself, is involved in decision process?

Buyers Resume: (Please tell us about yourself)

MERITAGE PARTNERS, INC.
BUYER'S PERSONAL PROFILE/ CONFIDENTIAL INFORMATION

Assets

Cash on Hand and in Banks	$
U.S. Government Securities	$
Account, Loans and Notes Receivable	$
Cash surrender Value of Life Insurance	$
Value of Businesses owned	$
Other Stocks and Bonds	$
Real Estate	$
Automobile - Number ( )	$
Household Furnishings and Personal	$
Effects	$
Other Assets (Itemize)	$

Liabilities

Notes Payable	$
Liens on Real Estate	$
Other Liabilities (Itemize)	$
Total Liabilities:	$

Net Worth

Total Net Worth:

Source of Income

Salary	$
Dividends and Interest	$
Bonus and Commissions	$
Other Income	$
Total Income:	$

It is understood that this information will be held in strict confidence by the Broker/Intermediary, its agents and officers.
The undersigned certifies that this information is true and correct.

Signature:___________________	Date:___________________
Signature:___________________	Date:___________________
* Required fields

Please Fax To Our Office At: 714.671.1242