Buyer / Investor
Intake

Tell us what kind of business opportunity you are looking for.

BG Business Advisory works with buyers, investors, entrepreneurs, and strategic operators who are interested in acquiring, investing in, or partnering with Florida businesses. This intake helps us understand your goals, preferred industries, capital range, and acquisition criteria before confidential opportunities are shared.

Start with the Right Opportunity Fit

Not every business opportunity is right for every buyer or investor.

Some buyers are looking for an owner-operated business. Some investors are looking for a strategic growth opportunity. Some existing business owners want to expand through acquisition. Others may be exploring confidential opportunities before making a serious move.

This intake helps BG Business Advisory understand what you are looking for so future conversations can be more focused, relevant, and productive.

The more clearly we understand your goals, the better we can determine whether a current or upcoming opportunity may be a fit.

Who Should Complete This Intake

This intake is designed for:

If you are serious about reviewing opportunities, completing the intake is the first step.

Why Buyer Qualification Matters

Many business opportunities are confidential.

Business owners often do not want employees, customers, competitors, vendors, or referral partners to know they are considering a sale, investment, or partnership too early.

Because of this, confidential business information is typically shared only with qualified buyers or investors after an initial review.

Buyer qualification helps protect sellers while making sure serious buyers receive better, more relevant opportunities.

What We Ask For

The intake form may ask for information such as:

This information helps us understand whether your goals align with current or future opportunities.

Industries of Interest

BG Business Advisory focuses on select Florida business sectors, including:

If you are interested in a different type of business, you can still submit your intake. Your profile may be useful for future opportunities or broader advisory conversations.

Buyer / Investor Types

Different buyers look for different opportunities. Common buyer and investor profiles include:

Owner-Operator

An individual buyer looking to purchase and run a business directly.

Strategic Buyer

An existing company looking to acquire another business for expansion, market access, service growth, or operational advantage.

Private Investor

An investor looking for business ownership, partnership, or capital participation opportunities.

Growth Partner

A buyer or investor interested in helping an existing business expand through capital, operational support, or strategic partnership.

Acquisition Group

A group or firm reviewing business acquisition opportunities within specific industries or markets.

Understanding your buyer profile helps identify which opportunities may make sense.

What Happens After You Submit

1. Intake Review

BG Business Advisory reviews your submitted information to understand your goals, budget, industry interest, location preference, and timeline.

2. Opportunity Fit

If there are current or upcoming opportunities that may align with your profile, the next step may involve a confidential conversation.

3. Confidentiality Process

For sensitive opportunities, additional details may only be shared after confidentiality requirements are reviewed and completed.

4. Opportunity Discussion

If there is a potential match, BG Business Advisory can help guide the initial opportunity discussion and help you understand what should be reviewed next.

5. Next-Step Advisory

If the opportunity makes sense, we help you think through business fit, key questions, risk areas, deal structure, and next steps.

What Buyers Should Be Ready to Discuss

Before reviewing a confidential opportunity, buyers and investors should be ready to discuss:

Clear answers help avoid wasted time and weak-fit opportunities.

Looking for Businesses for Sale?

If you are actively looking to buy a business, this intake helps BG Business Advisory understand your acquisition criteria.

You may be interested in:

Looking for Investment Opportunities?

If you are looking to invest rather than fully acquire a business, this intake also helps identify your preferred investment structure.

You may be interested in:

Every opportunity is different. The intake helps clarify what kind of structure may fit your goals.

For Serious Buyers and Investors

This page is not designed for casual browsing.

BG Business Advisory is focused on serious buyers, qualified investors, and strategic operators who are ready to have thoughtful conversations around business acquisition, investment, or partnership opportunities.

If you are prepared to review opportunities professionally and confidentially, complete the intake to begin the process.

Suggested Intake Form Fields

Contact Information

Full Name · Email Address · Phone Number · Company Name · Website, if applicable

Buyer / Investor Profile

Are you a buyer, investor, strategic buyer, owner-operator, or acquisition group? · Are you looking to buy, invest, partner, or explore options? · Have you purchased or operated a business before?

Opportunity Criteria

Preferred industries · Preferred Florida markets · Acquisition budget or investment range · Desired business size · Timeline to move forward · Active or passive role preference

Funding Readiness

Are funds available now? · Will financing be required? · Are you able to provide proof of funds or financing readiness if needed?

Additional Notes

What type of business are you looking for? · What should BG Business Advisory know before reviewing your intake?

Complete the Buyer / Investor Intake

Share your goals, preferred industries, capital range, timeline, and acquisition or investment criteria.

BG Business Advisory will review your information and determine whether there may be current or future opportunities that fit your profile.