Firms that provide financial and operational due diligence spend a lot of time on early calls with buyers who are not ready yet, or whose deals are a poor fit. This assessment helps sort inquiries before that call by asking five focused questions about the buyer and the deal they are pursuing.
Buyers start by choosing the deal size they are targeting, expressed as revenue and EBITDA bands from about $1 million in revenue up to larger deals. They then describe their acquisition experience, rate their comfort reading messy private company financials, tax returns, and bank statements, and pick a budget for diligence services, with each option explaining the depth of work it usually covers. The final question asks whether they have a deal under letter of intent, which signals how urgent the engagement is.
Each question sits on its own screen and all of them are required, so every submission arrives as a complete profile. The form also records standard campaign parameters from the link, such as source, medium, and campaign, so you can see which channels bring in buyers at each deal size.
The template does not ask for contact details, which suits links that already identify the buyer or a first step before a booking page. If you share it publicly, add name and email questions at the end.
