Buy-Sell Intake

The intake brokers actually use in the meeting.

One question at a time. Universal core + your industry's niche questions on top. Rough valuation range at the end. E-signature with email verification. Stored in your account, downloadable as PDF, e-mailable to the seller and the buyer.

Step 1

Walk through

One question at a time. Universal + industry-specific. Auto-saves.

Step 2

Rough valuation

SDE × industry multiple, with adjustments for lease, recurring revenue, key-person risk.

Step 3

Sign + send

Type-to-sign, draw signature, email verification. Stored in your account, downloadable PDF.