This worksheet does not submit anywhere. When it is filled with facts you are willing to share, send it through the buy-side intake or bring it to a call. It is a blank format for a target brief, not a file on any named company.
| Legal name | |
|---|---|
| Public brand and website | |
| HQ and the geography they actually serve | |
| Phone, if it is already public | |
| Year founded, if you can source it | |
| Roles to confirm (owner, operations, technical) | |
| Services they advertise | |
| Employee band — mark unverified until someone with the books says otherwise | |
| MRR percent versus break/fix and projects — unknown until asked | |
| Full purchase, majority, or book of business only | |
| Must-haves (CMMC, desk coverage, assignable contracts, concentration ceiling) | |
| Maximum owner dependence you will accept | |
| Integration notes: tools you would keep, team capacity, culture | |
| How an introduction would be respectful if they are unrepresented | |
| Open questions you will not guess |
Do not fill the price line with a multiple from the primer. Those bands are third-party ranges for profiles, not a valuation of the name on this sheet. If the company is outside MSP / IT services or outside about 10–300 employees in the Southeast, including Central Florida and the Space Coast, say that at the top and expect us to narrow the search or decline.