Form Overview – DealFit™ Diagnostic

This short form is designed to capture the key details of your business and goals ahead of your DealFit™ Diagnostic session.

By completing it, you’ll help us:

1. Save time in the session - so we can go deeper into strategy rather than covering basics.

2. Tailor the conversation - your answers guide the live discussion and ensure it’s focused on what matters most to you.

3. Build stronger outputs - the more context we have upfront, the more precise and valuable your roadmap, criteria framework, and 90-day plan will be.

Completing this form is an investment in making sure your Diagnostic session is high-value, efficient, and directly aligned to your ambitions.

First Name

Last Name

Phone *

Email *

Business Name

Industry classification

City

State

How long has your business been operating?

<2 years

3-5 years

6-10 years

>10 years

How many people work in your business (not including owners/directors)?

How many owners/directors are actively working in the business day to day?

How is your business structured today?

Everything relies on me (the owner) – I make nearly all the decisions, most tasks come back to me.

Some division of roles, but still owner-dependent – I have staff handling delivery/admin, but I’m still central to most decisions and problem-solving.

Defined leadership roles in place – I have managers or senior staff who run parts of the business independently, though I still oversee strategy and bigger issues.

Fully structured with management layers – The business runs with a clear management team, reporting lines, and systems. I focus mainly on growth and strategy.

What do you actually sell or deliver to clients (your main services or products)?

Current Performance

Approximately how many clients or customers do you serve at the moment?

When you run your business, what are the 3 numbers you look at most?

What is the biggest challenge you face in growing your business right now?

Acquisition Goals

Why are you interested in buying another business right now?

What would you like an acquisition to do for your business?

If things went well, how would you like your business to look in 2–3 years after an acquisition?

Long term, what’s your main goal with your business?

Keep and grow the business for cash flow

Prepare the business for an eventual sale

Expand into other industries or markets

I’m not sure yet

When would you ideally like to make your first acquisition?

Within 6 months

6–12 months

12–18 months

More than 18 months away

Acquisition Profile

What type of businesses would you be most interested in buying?

Same as what I do now

Adds new but related services

Something completely different

Do you have a preferred industry in mind (if any)?

What size of acquisition are you comfortable taking on at this stage?

Do you already have specific businesses in mind as potential acquisitions?

Yes — I have one or more businesses I’m already speaking with

Yes — I know of some businesses that might be good fits, but no conversations yet

No — I don’t have any specific businesses in mind right now

Do you know anyone in your industry who might be selling or thinking of selling that could be a good fit?

Are there any types of businesses you would definitely avoid?

Funding & Constraints

How do you expect to pay for an acquisition?

Roughly how much capital do you have available today for an acquisition?

Have you spoken with a bank or investors about funding yet?

Yes, I’ve had discussions

Not yet, but planning to

No, not at this stage

Are you open to flexible payment options (so you don’t need all the money upfront)? e.g vendor finance, earn-outs etc.

Yes, open to flexible structures

No, prefer all upfront

Unsure — I’d need more guidance

Are there any constraints we should know about (legal issues, cash flow pressure, partners not aligned, etc.)?

Risk & Readiness

What would make you walk away from a deal immediately?

Are there any risks you’d be willing to accept if the upside was big enough or could be mitigated through deal structures?

How much capacity does your team have to take on and integrate another business?

Strong capacity (leaders and systems in place, can absorb growth now)

Moderate capacity (some leaders, would need extra support)

Limited capacity (already stretched, would need significant new resources)

Decision-Making & Commitment

When it comes to acquisitions, are you the only decision-maker or are others involved?

Sole decision-maker

Partners involved

Board or investors involved

Is there anything that could stop you from going ahead if we found the right opportunity?