Business purchase review intake that asks what your team needs to know
Ask prospective buyers about their role, current access to the target company's financial records, and deal stage upfront, then collect tax returns and financial statements before anyone books a consultation.
The exact intake your business purchase financial review leads complete
This is the real 6-question guided intake for Business Purchase Financial Review — the same flow your customers finish before you ever pick up the phone.
What a qualified business purchase financial review lead should tell you
An assessment of a target company's tax returns, financial statements, and bank records to help a buyer or their advisor evaluate the financial health of a potential business purchase before closing.
- Role In This Potential
- Business Considering Purchasing
- Have Access Target Company'S
- Current Stage This Potential
- Have Authority Make Decisions
- Financial Documents Have Already
The questions your team needs answered
Every business purchase financial review intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your role in this potential business purchase? | The buyer's role sets the scope of the engagement, since a direct prospective buyer needs a different review than an advisor or a seller looking to sell. |
| What type of business are you considering purchasing? | The target business type helps route the lead to a reviewer with relevant sector experience before the first call. |
| Do you currently have access to the target company's financial records? | Current access to the target's financial records determines whether the review can start immediately or needs to wait on document access. |
| What is the current stage of this potential purchase? | Deal stage indicates urgency, since a buyer in final due diligence needs a faster turnaround than one still in early consideration. |
| Do you have authority to make decisions or hire advisors for this purchase? | Decision-making authority tells you whether the person on the intake can actually engage your firm or needs to loop in someone else first. |
| Which financial documents have you already gathered from the target company? | Which documents have already been gathered shows how much prep work remains before a review can meaningfully begin. |
How Cliont scores business purchase financial review leads
Every answer is weighted automatically — no manual review required.
Value signals
- Prospective buyer
- Advisor representing a buyer
- Seller or seller's representative
- Yes, full access
- Partial access so far
- Not yet, but expected soon
See the lead your team receives
Business Purchase Financial Review Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for business purchase financial review workflows
| Cliont capability | Business Purchase Financial Review application |
|---|---|
| Conditional document checklist | Uses the documents-gathered question to flag exactly which of tax returns, financial statements, bank statements, or contracts are still missing before a review can begin. |
| Weighted scoring engine | Combines the buyer-role and financial-access answers so prospective buyers with full record access score highest, while sellers or no-access inquiries land lower without being disqualified. |
| Decision-authority flag | Surfaces the hiring-authority answer directly in the CRM record so advisors immediately know whether the person on the intake can actually engage your firm. |
| Deal-stage tagging | Tags each lead by purchase stage, from early consideration to final due diligence, so time-sensitive due-diligence reviews can be triaged ahead of early-stage inquiries. |
Common business purchase financial review lead scenarios
Buyer in final due diligence
The lead has full access to the target company's records and a signed LOI, so the intake flags a time-sensitive review ready to move straight to your CRM.
Early-stage buyer still exploring
No access to financials yet and the deal is at early consideration, so the intake can note this is a scoping conversation rather than an active engagement.
Advisor representing a buyer
An accountant or broker fills out the intake on behalf of a client with partial document access, which routes differently than a direct buyer inquiry.
Seller preparing for sale
A seller or their representative wants a financial review of their own company before listing it, a lower-weighted role that still needs a distinct scope of work.
Buyer without hiring authority
Someone gathering information but unable to authorize the engagement themselves, so the intake surfaces this before your team schedules time with the wrong contact.
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Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More advisory and cfo services intake templates
Business Purchase Financial Review lead-intake FAQs
How does the intake handle leads who are sellers instead of buyers?
The role question captures whether someone is a prospective buyer, an advisor representing a buyer, or a seller, and each carries a different weight so seller inquiries are still qualified but scoped as a different type of engagement.
What if the buyer doesn't have the target company's financials yet?
The intake asks directly whether the buyer has full, partial, or no access to the target's financial records, so you can see immediately whether a review can start now or needs to wait on document access.
Can the intake tell me if the person filling it out can actually hire us?
Yes, a direct question captures whether the lead has authority to make decisions or hire advisors, which carries meaningfully more weight than someone still needing to loop in a decision-maker.
What documents does the intake ask leads to have already gathered?
The intake asks which of tax returns, financial statements, bank statements, and contracts or leases the buyer has collected from the target company, so you know exactly what's missing before the first call.
Does the intake account for how far along the deal is?
Yes, leads select their current stage from early consideration through final due diligence before closing, which helps you prioritize deals that are closer to a decision.
What types of target businesses can this intake capture?
The intake lets buyers specify whether the target is retail or e-commerce, a service business, restaurant or hospitality, manufacturing or wholesale, or another category, so you can route to the reviewer with relevant sector experience.
Turn business purchase financial review visitors into qualified clients
Give every business purchase financial review visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.