Sell-Side · Step 4

Qualified Buyer Screening

The fastest way to lose time and confidentiality is to talk to buyers who cannot close. Every buyer is screened before seeing anything sensitive.

Our screening steps

  1. The buyer signs a non-disclosure agreement.
  2. The buyer completes a personal financial statement so we can confirm they can fund a down payment and qualify for financing.
  3. We review experience and fit, then release the confidential information memorandum and financials.
  4. Only serious buyers meet you or visit the business.

Frequently asked questions

Why do buyers have to provide a personal financial statement?

It confirms the buyer can fund a down payment and qualify for financing before they receive confidential information or take your time.

Next step

Talk with LegacyOne Business Brokers

2323 Grand Avenue #148, Des Moines, IA 50312 · 515-505-5269 · info@legacyonebb.com