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Confidential Initial Intake

Share a high-level snapshot of your business and goals. This initial form is intended to help us assess fit and prepare for a confidential introductory call.

Information submitted will be treated as confidential and used solely to evaluate a potential engagement.

Detailed financials and documents can be shared later through our secure client portal.

Estimated completion: 3–5 minutes.

Business Overview

Tell us about your business and how to reach you.

Company Name

Keep identity confidential for now

Your Name *

Title *

Email *

Phone *

City *

State *

Website

Industry / Business Description *

Brief Business Summary *

Reason for Considering a Sale *

Desired Sale Timing *

What makes this business attractive to a buyer? *

Is a broker currently engaged? *

Financial Snapshot

A high-level look at recent performance.

Most Recent Fiscal Year Revenue *

Most Recent Fiscal Year Approximate Net Income *

A rough range is fine. We can discuss owner compensation, add-backs, and adjusted earnings later if appropriate.

Goals

What you're hoping to achieve.

Minimum valuation expectation *

Open to seller financing? *

Certification

I certify that the information provided is accurate and complete to the best of my knowledge. I understand that Hawks Pointe Advisors will use this information solely to evaluate a potential advisory engagement and will treat it as confidential. I acknowledge that Hawks Pointe Advisors is not a law firm, accounting firm, or registered broker-dealer, and that I should consult my own legal and tax advisors regarding any transaction.

I have read and agree to the above certification *

Your Name *

Title *