Non-Disclosure Confidentiality Agreement Template Page 3
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5Confidential Investor Profile
Personal Financial section below REQUIRED
Business Phone
Name
Date
Residence Phone
Residence Address
E-mail
City, State, & Zip Code
Special contact Instructions
Target opportunity
General industries of primary interest:
Industries will not consider
Most important acquisition criteria
Second most important
Third most important
Will others be involved in management/operations of the business if so whom
How long have you been looking to acquire a business
Ideally when would you like to get a transaction completed
PERSONAL - PROFESSIONAL BACKGROUND
(Please attach resume if available)
Responsibilities
Current Employer
Business Strengths
Business weakness
Business Ownership
Hobbies/Interests
PERSONAL FINANCIAL
,
As of
LIABILITIES
ASSETS
(Omit Cents)
(Omit Cents)
$
Cash on hand & in Banks
Accounts Payable
$
Savings Accounts
$
Notes Payable
$
$
IRA or Other Retirement Account
Installment Accounts
$
Accounts & Notes Receivable
$
$
Mortgages on Real Estate
$
Stocks and Bonds
$
Other Liabilities
$
Real Estate
Total Liabilities
$
0
$
Personal Property
$
$
Other Assets
Net Worth
$
Total
0
Current Source of Income
Comments
Salary
$
Net Investment Income
$
Real Estate Income
$
Other Income
$
Signature Field
Signature __________________________________________
Date _______________
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