Business Note Quote Sheet

 

Note holder Name   Telephone

Fax   Date  Email

How did you find Beneficial Brokers? 

Business Associate Friend  Internet Search  Word of Mouth 
Other

Business Information: 

Type of Business 

How long in business?   Years    Months

Asset Value Breakdown:  Equipment    Inventory

Goodwill

Is the operation a Franchise?  Yes  No

Is the note personally guaranteed?  Yes  No  

Is the business location leased?  Yes  No

Street address of business 

City   State    Zip 

Note Information:

Sell Price of Business     Down payment  

Original Note Balance     Months financed 

Interest rate on note     Date of first payment 

Monthly payment amount     Number of payments remaining  

Balloon payment?  Yes  No   Current balance of note 

Credit of payer:

Excellent     Good     Marginal     Bad     Unknown


          


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