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CONFIDENTIAL Seller Description
To: The CDI Group (mp@cdisolutions.net)
Our Managing Partner will have the appropriate CDI Partner contact you.
I am interested in a free confidential consultation regarding:
If other, please describe:
Message: Please include why you want a free consultation regarding what you selected above or
put in "other".
 Information about your business
How old is your business:
How long have you owned this business :
Type of company:
What % of the business do you own:
List names and % ownership of additional owners:
Do you own or lease the Property (building & land) at which you operate your business:
 Lease     Own

If you own the Property

Do you want to sell Property now or later : 
Now     Later

If you want to sell the Property later, when:

If you lease the Property:

How long is the lease:

How many years are left on the lease:

Are there any renewal options:
Yes   No

If yes, how many options:

How many years is each option good for:

If you selected earlier that you want to sell your business, when do you want to sell it (month and year):
Have you tried to sell your business before:

Yes     No

If yes, when:

Why did it not sell:

Three years ago Revenue $:
Two years ago Revenue $:
Last year Revenue $:
Current year-to-date Revenue $:

Through what month:

Will the projected current year end revenue be different than prior year:

Yes     No

If yes, why:

Three years ago Net Income $:
Two years ago Net Income $:
Last year Net Income $:
Current year-to-date Net Income $:

Through what month:

Will the projected current year end net income be different than
prior year:

Yes     No

If yes, why:

When is your fiscal year end
(e.g. 31 Dec):
Are your financials Audited, Reviewed, or Compiled by an independent CPA:

If not, who prepares the financials you would be providing to us?

Anything else you would like to tell us about your business that would add or decrease the value of your business and/or help us represent you if we reach that step:
 My contact information
(required) Name:
Title:
Company:
Address:
Suite:
City:
State/Province:
 Zip/Postal Code: Country:
Daytime Phone:
Ext:
Evening Phone:
Fax:
(required) Email:
Website URL:
To insure confidentiality, please contact me at my:
Type of Existing Business:
How did you hear about us?

 The CDI Group
Corporate Support Center:
Phone: 703-754-8829
Fax: 703-754-8853
Offices:
Virginia, Washington DC, Maryland, Georgia, California


 
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