Operations & Team Info Form

First name

Last name

Company name

Describe how the business operates on a daily basis.

How does the business generate revenue?

How are customers serviced or fulfilled?

What is your role as the owner in daily operations?

Could the business operate without the owner and without having to hire anyone else right now? Please explain.

How many employees does the business have?

Are employees full time or part time?

What roles do employees perform?

Describe your training processes and onboarding?

Are key employees expected to stay after a sale?

What systems or software are used to run the business?

Are licenses or permits required to operate? If so, please list them with essential info.

Are there any pending legal or regulatory matters? If so, please explain.

What are the biggest operational risks?

What keeps you up at night about the business?

What are the business's biggest opportunities in your eyes? And why have you not yet pursued them?

Your Signature certifies that you are providing complete and accurate information to the best of your ability.

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