I want to thank you for the great job you did in selling my family's company. As you know, I went into this knowing very little about the process and it has been amazing to see all there is to selling a business.

Edward Kirik, President
Syntex Rubber Corporation
Thank you for helping me with the sale of my insurance agency. As you know, this was my first insurance agency that I started, and have built up over the past nine years.

Steve Hunt, President
Hunt Agency, Inc.
I want to thank you for your services in selling my business. As you know, it was relatively easy for you to identify the "right" buyer who was willing to pay the most for the business.

Joseph Hebert, President
Gazette Printing Company, Inc.
I would recommend Touchstone Advisors to anyone wishing to buy or sell a business. After discussing my needs and requirements, they explained exactly what they would do to sell my business.

William Russell, President
Mediquip, Inc.
You were practical and perceptive in assessing the merits of our partnership profile for, as it were publication and distribution to potential purchasers.

Dan Russell, Partner
Russell & Dawson Architecture & Engineering
Never having sold a business before, your attention to detail sure came in handy, not to mention the environmental problems no one could have foreseen. You steered us through every problem with ease and always made sure it was solved and corrected.

Nancy Sears, President
Best Buy Oil Co., Inc.
Touchstone Advisors helped us to purchase our second business. Without your help, I am sure that the sale would have never gone through. With Touchstone's guidance and suggestions we were able to come to a place that benefited both the seller and ourselves.

Paula Goodwin, Vice President
Abbey Printing Co.
Thank you for your work with us on acquiring the Hunt Agency. From our initial conversations and meetings, you have been a true professional to work with. We are very excited to have Steve Hunt as a producer, and look forward to developing a long term relationship with Steve.

Joe Dendas, Vice President
The Pawson Group
It was a true pleasure working with the professionals at Touchstone Advisors, LLC. From the very beginning you were responsive, accessible and honorable . . . we look forward to working with you in the future.

Robert R. Bouvier, President
Bouvier Beckwith & Lennox, Inc.

Complimentary Services:

Resources and information on transferring or acquiring a business.

Confidential Buyer Profile - For Individual Buyers


For Individual Investors

 

Contact Information

   
 
Company		  
Office Phone
 
Contact Name		  
Home Phone
 
Mailing Address		  
Mobile Phone
 
City / State/ Zip		  
Fax
 
E-mail		  
Web Site

 

Background Information (Resume or CV may be attached)
 
Education & career focus
 
Current Employment
  Have you ever owned your own business? Yes (answer below) No (skip to Financial Information)
 

Name/type
Number of years owned
 
$
    Annual sales		 $
    Annual earnings
Number of employees
 
Disposition of business?

 

Financial Information (Balance sheet must be completed to obtain seller information)
   
Assets
  
Liabilities
 

Cash

 $ Notes Payable $
  Real Estate $ Mortgages $
  Securities / CD's $ Other Loans $
  Retirement Plans $ Other Liabilities $
  Other Assets $
Total Liabilities
 $
 
Total Assets
 $
Net Worth
 $
       Cash available for investment: $
       List sources of cash/equity:

 

Investor / Partner Information

How many investors / partners are in the acquiring group? List additional investors / partners below:
  Buyer / Partner #2 Active Passive Buyer / Partner #3 Active Passive
 
Name
Name
 
Mailing Address
Mailing Address
 
City / State/ Zip
City / State/ Zip
 
Phone
Phone

 

Acquisition Criteria

Targeted Industries:
  Agriculture Communications Construction Distribution
  Finance Manufacturing High Tech Mining/Oil & Gas
  Retail Services Transportation Other
  Describe specific acquisition and/or investment criteria, including SIC codes:

 

Financial Parameters

 
Annual Sales
  
Annual Earnings

Minimum:

$
Minimum:
$
Maximum:
$
Maximum:
$

 

Management Preference

  Will replace top management         Top management should remain

 

Geographic Preference

  1.  2.  3.  

 

How did you hear about us?

  
  Newspaper Ad Yellow Pages Referral
  The Internet Mail Other