HEIRLOOM

What would a buyer pay for your business?

Answer each question, then tell us where to send a copy. It takes about 3 minutes.

Question 1 of 14

About how much revenue did your company bring in last year?

A rough range is fine.

Question 2 of 14

When might you want to sell the business?

Your best guess is fine.

Question 3 of 14

Who prices jobs and brings in most of your new work?

Think about how a normal month goes.

Question 4 of 14

Who decides each day which crew and machine goes where?

Think about how a normal month goes.

Question 5 of 14

If you were unreachable for a month, how would the business do?
Question 6 of 14

How long have your foremen and key operators been with you?
Question 7 of 14

Could your books show a buyer three clean years?

Clean means statements that match your tax returns, with personal and business spending kept separate.

Question 8 of 14

Do you know which jobs made money last year and which didn't?
Question 9 of 14

Where do your estimates, schedules and customer records live?
Question 10 of 14

How do you and your customers agree on a job?
Question 11 of 14

About how much of last year's revenue came from your single biggest customer?
Question 12 of 14

How much of your work comes from repeat customers or standing agreements?

Count customers who have hired you before, plus things like yearly maintenance or right-of-way work.

Question 13 of 14

Could you hand a buyer a list of your equipment with hours, service history and titles?
Question 14 of 14

How far along is your plan for selling or stepping back?

Your results are ready

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Optional. Rick Sheldon may write to you from rick@heirloomacq.com about your results and how Heirloom Acquisitions might help. Leave this unticked and you still get your results. You can ask Rick to stop at any time by replying to any of his emails.

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By ticking this box, I agree that Heirloom Acquisitions, Rick Sheldon's company, may call that number about my results and about its services that help owners get ready to sell, including marketing calls. These calls may use automated dialing technology or an artificial or AI-generated voice, and may leave prerecorded or AI-generated voicemail messages. Calls are recorded. This covers calls only, not text messages. Ticking this box is not required to see my results, and it is not a condition of buying any property, goods or services. I can take this back at any time by saying so on a call, replying to any Heirloom email, or writing to rick@heirloomacq.com.

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