Seller Intake — DealBridge

A. Basic Business Details

Company registered name *

Trading name (if different)

Industry / sector

Year established

Brief description — what does the business do?

Primary province / location

Number of full-time employees

Ownership structure — who owns the business and in what percentages?

B. Transaction Intent

What transaction are you exploring? (tick all that apply)

Full sale of the business Partial sale / minority stake Growth capital / equity investment Strategic partner or joint venture Not yet sure — exploring options

Why are you considering a transaction at this time?

Ideal transaction timeline

Previously engaged with buyers / advisors?

Do you have an indicative asking price / valuation?

If yes, indicate (R value or multiple)

C. Financial Profile

Approximate annual revenue band:

Approximate EBITDA / profitability band:

Signed annual financial statements (3 years)?

Monthly management accounts?

Current debt / loan schedule?

SARS returns up to date (tax, VAT, PAYE)?

Revenue from top 5 customers

How would you describe your revenue? (tick all that apply)

Recurring / subscription Contract-based Project-based Ad hoc / transactional

D. Business Quality and Operations

What are your main products or services?

Main customer types: (tick all that apply)

Corporate / large enterprise SME / small business Government / parastatal Retail / end consumer Wholesale / distribution Export / international

Any customer accounting for >20% of revenue?

Key suppliers that cannot easily be replaced?

If yes to key suppliers, describe:

Customer relationships in signed contracts?

Key operational processes documented?

Core business systems / software used: (tick all that apply)

Other system(s), or additional notes:

E. Management and Owner Dependence

Owner / founder's current role in the business

Which functions is the owner most critical to? (tick all that apply)

Sales and new business Client relationships Operations management Financial management Staff management Technical / delivery

Management layer below the owner?

Could the business run 3 months without the owner?

Key staff whose departure would significantly impact the business?

If yes, describe:

F. Growth and Investment Case

What are the top 3 growth opportunities in this business?

If raising capital, what specifically would the funds be used for?

What makes this business more attractive than competitors or alternatives?

G. Documentation Readiness

Known legal disputes, claims, or unresolved legal matters?

If yes, please describe:

Anything material a buyer or investor should be made aware of early?

Seller Intake Questionnaire

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