1 · Contact Information
First Name *
Last Name *
Role/Relationship *
Select Role
Owner
Accountant
Advisor
Attorney
Broker
Executive
Other
Email *
Phone
ⓘ
Company Represented (if not owner)
2 · Business Profile
Business Name *
Website
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Industry/Sector *
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Headquarters (City) *
Headquarters (State) *
Select State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
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Louisiana
Maine
Maryland
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Pennsylvania
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Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Year Founded
3 · Ownership & Transaction
Current Ownership *
Select Type
Founder/Family-Owned
Partnership
Private Company
PE-Backed
Other
Transaction Goal *
Select Goal
Exit
Growth Capital
Partial Sale/Recap
Strategic Partnership
Transaction Timing *
Select Timing
Immediate
< 12 months
1–3 years
3+ years
4 · Financial Snapshot (Estimates OK)
Annual Revenue *
Select Revenue
< $2M
$2–5M
$5–10M
$10–25M
$25M+
EBITDA Margin *
Select Margin
Negative
< 5%
5–10%
10–20%
20%+
Debt/Leverage *
Select Status
None
Manageable
Heavily Leveraged
Prefer not to say
Key Assets
Select assets
Contracts
Equipment
Goodwill/Brand
IP/Patents
Real Estate
Team
Technology
Other
Notable Customers or Contracts
5 · Strategic Fit
Why is this a strong fit for Charlton Bleecker?
Biggest Current Challenge
Select challenges
Succession Planning
Excessive Debt
Need Growth Capital
Operational Efficiency
Market Pressure/Competition
Overdue Bills
Other
Experienced management team in place
6 · Miscellaneous
How did you hear about us?
Referral
Website
Event
Other
Other detail
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