How in-depth should buyer profile be in first contact with broker?

by a searcher from University of Michigan - Ann Arbor

Feb 10,2023

I recently inquired with a broker about a potential deal. They sent back an NDA with a buyer profile document that I'm meant to fill out. It asks for detailed financials such as cash/investments/liabilities/net worth/credit score/etc. Is this something I should be comfortable completing this early in the process? Thanks!

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searcher from IESE Business School

we are using a one page search profile, briefly explaining who we are and key financial and business metrics

02/13/2023 | like reply | 0 likes

intermediary from University of California, Irvine - The Paul Merage School of Business

Yes, these are just standard questions and we want to make sure that you can get the deal done.

02/13/2023 | like reply | 0 likes

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