Vision Point Capital

PROJECT PROFICARE

Prospective Buyer Intake Form

Please complete the form below and upload your signed NDA. Once we receive your submission, our team will review your information and follow up with next steps.

Step 1 of 617% complete

NDA & Confidentiality

Download the NDA

Please download, complete, and sign the NDA before submitting this form.

Download NDA

PDF only. Max 15 MB.

Do you agree not to contact the seller, employees, customers, vendors, landlord, competitors, or other related parties without prior written authorization?

Confidentiality

Confidentiality Matters

Many of our clients are active business owners whose employees, customers, vendors, competitors, and landlords may not know the business is being marketed for sale.

For that reason, all prospective buyers are required to sign an NDA and agree not to contact any related parties without prior written authorization.

This protects the seller, the business, and the integrity of the transaction process.

Process

Our Buyer Review Process

Stage 1

Before Receiving the CIM

  • Signed NDA
  • Buyer profile
  • Acquisition criteria
  • Estimated liquid capital range
  • Financing plan
  • Relevant experience and reason for interest
  • Agreement not to contact the seller, employees, customers, vendors, landlord, or other related parties without written approval

Stage 2

Before Management Calls or Detailed Financials

  • Proof of funds or lender letter
  • Buyer resume or professional background
  • Clarified source of funds
  • Advisor and lender information
  • Confirmation of acquisition timeline

Stage 3

Before LOI Review or Seller Meeting

  • More detailed financial capacity information
  • Acquisition entity information
  • Buyer references
  • Financing confirmation
  • Background check, if required
  • Evidence of authority if part of an investor group, fund, company, or other acquisition entity