A fillable working document. Type directly into any field, watch the charts fill in, then save it as a PDF and send it to us. Nothing is submitted automatically.

Acquisition Information Packet

A simple, confidential walk-through of what a buyer needs to evaluate your business. Estimates and round numbers are perfectly fine. Fill in what you know now, and we can work through the rest together.

Business name

Owner / prepared by

Location

Date prepared

01Getting started

How to use this document

This mirrors what a broker would normally prepare. Fill in what you can directly. Estimates and round numbers are fine. If a figure needs backup (tax returns, statements), just type “available” and we’ll request it after a mutual NDA. Anything you share is held in strict confidence.

Confirm the basics

Legal business name

Owner(s)

Location

Service area counties / towns covered

Customer mix e.g. 80% residential / 20% commercial

Employees count, plus owner

Asking price

Target close / handoff

02Section 2

Business basics

Year established

Year LLC formed if different

Business address

Other locations

Business phone

Business email

Website URL

Google Business Profile

Social media handles Facebook, Instagram, etc.

Brief history 2 to 3 sentences: founding story, how it grew

Reason for selling

Plans after the sale retiring, relocating, new venture

03Section 3

Services offered

List each service line and the approximate share of annual revenue it represents. The chart fills in as you type, a quick visual of where the revenue comes from.

Service line	% of revenue	Recurring? (Y/N)

Revenue by service line

Enter percentages to see the breakdown.

04Section 4

Customers & contracts

Enter your recurring vs. one-time customer split below. The donut updates live to show how much of the base is contracted and durable.

Client mix

Breakdown

Recurring / contract customers count

One-time / project customers last 12 mo.

Total active customers

Avg. ticket per service call

Avg. annual revenue / recurring customer

Estimated retention rate % staying year over year

Average customer lifetime years

Customer concentration any single customer >10% of revenue?

Primary acquisition channels referrals, Google, etc., ranked

Are customer contracts transferable to a new owner? Y / N

05Section 5

Financial summary last 5 years

Three years minimum, five preferred. Estimates are fine. As you enter Gross Revenue and SDE, the chart plots the trend so the story is visible at a glance.

Item	Yr 1	Yr 2	Yr 3	Yr 4	Yr 5
Year
Gross revenue
Cost of goods sold
Total operating exp.
Net income (pre-tax)
Owner salary / draws
Owner add-backs
SDE

Revenue & SDE trend

Gross revenue

SDE

Owner add-backs: list personal or one-time items run through the business a new owner wouldn’t have (vehicle, health insurance, phone, family on payroll, one-time fees):

Tax returns available? 3–5 yrs, Y/N

P&L statements? Y/N

Bank statements? 12 mo, Y/N

Accounting software QuickBooks, etc.

Cash or accrual basis?

06Section 6

Payroll & employees

One row per employee, including yourself. “Relation to owner” (none / family / friend) helps us understand transition risk.

Name / initials	Role	Tenure	Annual comp	W-2/1099	Relation*

* Have more than ten on the team? Simply print this page a second time. There’s room for everyone.

Total annual payroll incl. taxes & benefits

Employees staying through transition?

Non-compete / non-solicit in place? Y/N

Regular 1099 subcontractors? annual spend

07Section 7

The owner’s day-to-day

This helps us understand the role a new owner or operator would step into.

Hours / week, peak season

Hours / week, off season

Time breakdown by activity scheduling, calls, billing, in-field, sales, admin

Walk through a typical peak-season workday morning, midday, evening

08Section 8

Assets included in the sale

List anything that would transfer with the business. Being specific now avoids ambiguity later.

Vehicles year, make, model, owned/leased, included Y/N

Trailers & large equipment

Hand tools / small equipment est. value

Parts / materials inventory est. value

Phone number transferable? Y/N

Domain & website? Y/N

Customer list / CRM? Y/N

Lease info yard, storage, office: rent, term remaining

Items EXCLUDED from sale personal vehicle, tools, etc.

09Section 9

Licensing & compliance

Primary license #(s) & expiration

Held in owner’s or business name?

Certifications held by whom?

Local permits

Are licenses transferable, or must buyer re-qualify?

Insurance GL, workers’ comp, vehicle, umbrella: carriers & premiums

Any open / threatened claims, disputes, or regulatory issues?

10Section 10

Vendors, suppliers & liabilities

Top 5 suppliers approx. annual spend with each

Volume discounts / loyalty programs? transferable?

Outstanding debt / loans / LOCs

Accounts receivable balance & aging

Accounts payable balance

Referral partners landscapers, builders, property mgrs: names & volume

11Section 11

Growth & risk your view

Top 3 growth opportunities you see but haven’t pursued

Top 3 risks or threats to the business

Why hasn’t the business grown beyond its current size?

Direct competitors names, rough size

Seasonality approx. revenue split by quarter

12Section 12

Deal structure

Is the asking price firm, or flexible?

How was the price determined?

Asset sale or stock sale preference?

Open to seller financing? terms: down %, term, rate

Open to an earn-out?

Minimum cash required at close

Transition / training period offered weeks

Willing to sign a non-compete? scope

Any existing offers or LOIs on the table?

Wrapping up

Next steps

Return this packet with whatever you can fill in. Even partial answers move things forward.
We’ll sign a mutual NDA before reviewing tax returns, bank statements, or full customer lists.
A follow-up call to walk through anything that needs clarifying.
A Letter of Intent if both sides want to keep going.

From the Mae team

Thinking about selling, even someday?

Whether you’re ready now or just want to understand what your business could be worth, we’re glad to be a confidential sounding board. No pressure, no obligation. Just a straight conversation, one owner to a future one.

Save this as a PDF and send it to b@mae365.com, or request a call and we'll go through it together. .

Mae Management LLC · Mergers, Acquisitions, Exits & Management · Held in strict confidence · This document is an information request, not an appraisal or an offer.