Homeowner questionnaire

Business for Sale Questionnaire

For selling a business — with or without the building it's in

For:

Thank you for filling this out. Your agent already has the basics from your listing appointment and from public records. These questions cover the details only you know, so your property is described fully on the MLS.

Skip anything you're not sure about. Your agent will fill in the rest.
You don't have to finish today. Your answers are saved on this device as you go. Come back to this same page on the same device to pick up where you left off.
Prefer paper? , fill it in by hand, and give it to your agent.

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All sections

Your name & agent
The business
The building & space
Income & expenses
Inside the space
Construction & roof
Outside & the lot
Heat, power & water
Documents & anything else
Review & send

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Step 1 of 10

Your name & your agent

Just two names, so we know whose property this is. Everything after this is about the property itself.

Property owner's name(s)

Your real estate agent's name

If you were sent a link, this may already be filled in.

Your answers are saved on this device as you go.

Step 2 of 10

The business

Tell us about the business itself.

Business name

Type of business

Pick the closest one or two.

Auto

Auto bodyAuto dealerAuto glassAuto partsAuto rent / leaseAuto repairAuto serviceAuto stereo / alarmAuto tiresAuto wreckingCar washGas stationParking

Food & drink

BakeryBar / tavern / loungeButcherCandy / cookieDeli / cateringDoughnutFast foodFood & beverageGroceryHealth foodIce cream / frozen yogurtLiquor storePizzaRestaurant

Shops

AppliancesBooks / cards / stationeryCabinetsCarpet / tileClothingComputerConvenience storeDrugstoreElectronicsFlorist / nurseryFurnitureGift shopHardwareHobbyJewelryMusicOffice supplyPaintsPet storeAquarium suppliesRetailSaddlery / harnessSporting goodsToysUpholsteryVarietyVideoWallpaper

Services

AccountingAdministrative & supportAdvertisingAnimal groomingBarber / beautyChild careConstruction / contractorDance studioDecoratorDry cleanerEmploymentFinancialHome cleanerLandscapingLaundromatLocksmithPhotographerPrintingProfessional serviceProfessional / officeReal estateTravel

Health & care

Assisted livingConvalescentDentalHealth servicesMedicalMedical / dentalNursing homeSenior housing

Lodging & fun

Arts & entertainmentAthleticBed & breakfastFitness / gymHospitalityHotel / motelRecreation

Industry & land

AgricultureDistributionForest reserveIndustrialManufacturingMobile / trailer parkStorageTransportationUtilityWarehouseWholesale

Other

ChurchCommunity centerCommercialEducation / schoolFranchiseInvestmentLandMixed useMulti-familyOfficeRentalResidential

Other — please describe:

Describe the business in a few sentences

What it does, who its customers are, and what makes it special.

Year established

Number of employees

Seating capacity (if any)

Is it a franchise?

YesNoNot sure

Does it have a liquor license?

YesNoNot sure

Days and hours open

Do employees know the business is for sale?

YesNo — please keep it confidentialSome do

Other — please describe:

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Step 3 of 10

The building & space

The space the business uses.

Is the real estate included in the sale?

Yes — the building / land is includedNo — the business rents its spaceNot sure

Other — please describe:

Current rent (per month)

Lease ends

Renewal option?

YesNoNot sure

Can the lease be transferred to a buyer?

YesNoNot sure

Landlord's name and phone

Property type

Check all that apply.

RetailOfficeBusinessMixed useMulti-familyHotel / motelIndustrialWarehouseAgricultureUnimproved land

Other — please describe:

Is it an investment property (rented to others)?

YesNoNot sure

Are there additional parcels?

YesNoNot sure

Leasable square feet

Total stories in the building

Stories in the business's space

Entry floor number

Total units in the building

Residential units

Ceiling height (feet)

Overhead door height (feet)

Building class

ABCNot sure

Other — please describe:

Is there an elevator?

YesNoNot sure

Elevator type

Check all that apply.

PassengerFreightBoth

Other — please describe:

Is the building attached to another?

YesNoNot sure

Shared walls

Check all that apply.

No common walls1 common wall2 or more common wallsCenterEnd unitNo one aboveNo one below

Other — please describe:

Where is the business in the building?

Check all that apply.

Ground floorFirst floorSecond floor3rd–5th floor6th floor or higherBasementTop floorFrontRear

Other — please describe:

Permitted uses

Check all that apply.

RetailOfficeFood servicesBusinessMixedResidentialAuto salesLight industrialHeavy industrialWarehouseUtility

Other — please describe:

Condition

Check all that apply.

Updated / remodeledFixerNew constructionUnder constructionTo be built

Other — please describe:

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Step 4 of 10

Income & expenses

Yearly figures. Estimates are fine — just say so.

Which year are these figures from?

These figures are…

ActualProjected (pro forma)

Other — please describe:

Gross income / yearly sales

Operating expenses (per year)

Net operating income (per year)

Total expenses (per year)

Value of inventory (about)

Value of equipment (about)

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Step 5 of 10

Inside the space

Features, appliances, basement and accessibility.

Building features

Check all that apply.

Awning(s)BathroomsBuilt-in featuresCeiling fan(s)Central vacuumChandelierEscalator(s)High-speed internetJanitorial serviceLobbyMailboxOverhead door(s)RampShades / blindsSignageStorageStorm windowsWalk-upOpen floor planCathedral / vaulted ceilingsDrop ceilingsRadon systemWired for soundElevator

Other — please describe:

Kitchen & countertops (if any)

Check all that apply.

Kitchen

Eat-in kitchenKitchen islandBreakfast barBreakfast room / nookPantryWalk-in pantryGalley kitchenCountry kitchenGourmet kitchenModern kitchenSemi-modern kitchenSecond kitchenSummer kitchenWorking-only kitchenPrep sinkKitchen / family room combo

Countertops

GraniteQuartzQuartziteMarbleSoapstoneStoneSolid surface (Corian type)Solid / hard surfaceLaminate (Formica type)Butcher block / woodCeramic tileConcreteStainless steelRecycled glass

Dining

Formal dining roomDining LLiving / dining comboL-shaped living / diningDining areaDining in the kitchenGreat roomNo dining room

Other — please describe:

Appliances & equipment that stay with the sale

Check all that apply.

RefrigeratorFreezerIce makerDishwasherDisposalTrash compactorMicrowaveOvenConvection ovenGas rangeGas ovenGas cooktopElectric rangeElectric ovenElectric cooktopCooktopExhaust fanWasherDryerStainless steelENERGY STAR appliancesWater heater — gasWater heater — oilWater heater — electricWater heater — tanklessWater heater — tankless coilWater heater — indirectWater heater — solarWater heater — geothermalWater softener — ownedWater softener — rentedWater purifier — ownedWater purifier — rentedNone

Other — please describe:

Basement

Check all that apply.

FullPartialCrawl spaceFinishedPartially finishedUnfinishedWalk-out accessBilco / bulkhead doorsStorage spaceCommon / sharedNone

Other — please describe:

Floors

Check all that apply.

BrickCarpetCeramic tileTileConcreteHardwoodWoodLaminateLinoleumVinylReclaimed woodCombination

Other — please describe:

Accessibility features

Check all that apply.

Accessible approach with rampAccessible entranceAccessible doorsAccessible hallwaysAccessible stairwayAccessible common areaAccessible elevatorStair liftWalker-accessible stairsVisitor bathroomAdaptable bathroom wallsAdaptable for elevatorGrip-accessible featuresAccessible for hearing impairmentCustomized for wheelchairSmart technology

Other — please describe:

Your answers are saved on this device as you go.

Step 6 of 10

Construction & roof

What the building is built of and what's on top.

Construction materials

Check all that apply.

BrickBrick veneerBlockConcreteReinforced concretePrecastMasonrySteel beamMetal sidingMetalFrameWood sidingVinyl sidingAluminum sidingFiber cementStuccoStoneLogShingle sidingT1-11MasoniteAsbestosCedarClapboardFiberglass sidingHardiPlank typePost and beamAdvanced framingRecycled / renewable materialsModularManufacturedStructural insulated panelsInsulated concrete forms (ICF)

Other — please describe:

Foundation

Check all that apply.

BlockBrick / mortarConcrete perimeterRaisedSlabStone

Other — please describe:

Roof

Check all that apply.

Asphalt shingleArchitectural shingleMetalSlateTileWood shakeCompositionRubber membraneRolled / built-up / tar & gravelFlatSlopedSawtoothMansardCopperFiberglassConcreteGreen roofAsbestos shingleSkylight(s)

Other — please describe:

Insulation

Check all that apply.

BattsBlown-inFiberglassFoamStructural insulated panelsInsulated concrete forms (ICF)Unknown

Other — please describe:

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Step 7 of 10

Outside & the lot

Parking, the lot and the surroundings.

Total parking spaces

Loading docks

Tailboards

Drive-in / grade-level doors

Parking

Check all that apply.

On siteOff siteParking lotCommonAssignedUnassignedIndoorCoveredGarageAttachedDetachedCarportHeated garageUndergroundPavedPartially pavedSurfacedGravelDirt / stoneFencedFee parkingMeteredPublicPrivateOn streetOff streetShared drivewayAlley accessEV charging station(s)OversizedValetWaitlistTandemNone

Other — please describe:

Other structures

Check all that apply.

Barn(s)Carport(s)Garage(s)GreenhouseResidenceShed(s)Stable(s)None

Other — please describe:

Number of other buildings

About the lot

Check all that apply.

Back yardFront yardBorders state landCity lotClearedCorner lotCorners markedCul-de-sacFill neededGardenHillyHistoric districtInterior lotIrregular lotLandscapedLevelNear golf courseNear public transitOn golf coursePartly woodedPavedPrivateRestrictionsRolling slopeSecludedSlopedSplit possibleSprinklers in frontSprinklers in rearSteep slopeStone / brick wallSubdividedUplandViewsWaterfrontWooded

Other — please describe:

Fencing

Check all that apply.

WoodVinylChain linkSplit railWireBarbed wireElectricInvisiblePrivacyWrought ironStoneBrickBlock / masonryPipeSlump stoneCross-fencedPerimeterFront yardBack yardFullPartialGateSecurityNone

Other — please describe:

Safety & security

Check all that apply.

Security system — ownedSecurity system — leasedSmoke detectorsCarbon monoxide detectorsFire alarmFire sprinkler systemFire escapeSecurity camerasSecurity lightsSecurity gate / fenceGated communityGated with guardKey card entryIntercomPanic alarmWindow barsWindow bars with quick releaseSecured garage / parking24-hour security / guardBuilding securitySecurity serviceFirewall(s)Pre-wired for securityVideo cameras

Other — please describe:

Which way does the building face?

Check all that apply.

NorthSouthEastWest

Other — please describe:

Road frontage

Check all that apply.

Town roadCounty roadState roadHighwayInterstateFreewayMunicipal streetPrivate roadAlleyEasementUnimprovedNo road frontage

Other — please describe:

Who maintains the road?

Check all that apply.

Public maintained roadPrivate maintained roadRoad maintenance agreementTo be dedicatedUnknown

Other — please describe:

Distance to the nearest train station (miles)

Is the property on the water?

YesNoNot sure

Waterfront features

Check all that apply.

Lake frontLake privilegesRiver frontRiver accessCreekStreamPondBayfrontBeach accessBeach frontBulkheadCanal accessCanal frontOcean accessOcean frontSoundWater access

Other — please describe:

Feet of water frontage

View

Check all that apply.

Bridge(s)CityLakeMountain(s)NeighborhoodOpenPanoramicPark / greenbeltRiverSkylineTrees / woodsWaterNone

Other — please describe:

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Step 8 of 10

Heat, power & water

Heating, cooling and utilities.

Heating

Check all that apply.

Forced airHot airHot waterHydro airSteamRadiantBaseboardHeat pumpGeothermalGravityHeat recovery systemDuctsPassive solarSolarENERGY STAR equipment

Fuel

OilNatural gasPropaneElectricKeroseneCoalWoodNone

Other — please describe:

Number of heating zones

Cooling

Check all that apply.

Central airDuctlessDuctworkWall / window unit(s)ZonedIndividual unitsGeothermalElectricAir purification systemENERGY STAR equipmentNone

Other — please describe:

Electric service

Check all that apply.

100 amp150 amp200 amp or more110 volt220 volt120/220 volt120/240 volt440 voltSingle phaseThree phaseGenerator

Other — please describe:

Electric company

National GridNYSEGCentral HudsonCon EdisonOrange & RocklandPSEG Long IslandRG&EElectric co-opVillage / municipalNot sure

Other — please describe:

Is there a fire sprinkler system?

YesNoNot sure

Utilities

Check all that apply.

Electricity connectedElectricity availableNatural gas connectedNatural gas availablePropanePhone connectedPhone availableCable connectedCable availableSewer connectedSewer availableWater connectedWater availableTrash collection — privateTrash collection — publicUnderground utilitiesNone

Other — please describe:

Sewer

Check all that apply.

Public sewerSeptic tankSeptic — above groundShared septicShared sewerCesspoolNone

Other — please describe:

Water source

Check all that apply.

PublicDrilled wellDug wellShared wellSpringPrivateNone

Other — please describe:

Other equipment that stays with the sale

Check all that apply.

Air compressorCranesDehumidifierAir purifierGeneratorFuel tank(s)IntercomIrrigation equipmentLawn maintenance equipmentLivestock equipmentFarm equipmentOrchard equipmentSatellite dishTV antennaRotary antennaGrinder pumpDC well pumpHome theaterNegotiableNone

Other — please describe:

Solar panels

OwnedLeasedNo solar

Other — please describe:

Green building certification (if any)

Check all that apply.

NGBS new constructionNGBS remodelNGBS small projects remodelNone

Other — please describe:

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Step 9 of 10

Documents & anything else

Last questions.

Documents you have

Check all that apply.

Profit & loss statementsTax returnsOperating statementsEquipment listInventory listLeaseFranchise agreementLiquor licensePermits & licensesSurveyDeedCertificate of occupancyBuilding plansEnvironmental reportSeller property disclosureEnvironmental disclosure availableLead paint disclosureDisclosure of ownership interest

Other — please describe:

What's included in the sale? (equipment, inventory, name, website, phone number, customer list)

What's NOT included?

Why is this a good business to buy?

Anything else your agent should know?

Your answers are saved on this device as you go.

Step 10 of 10

Review & send

Here is everything you filled in. Use “Change” to fix anything, then press Send to my agent.