Document Portal | Buyer & Seller Forms

📋Seller Package

🔍Buyer Package

📁Upload Documents Only

Seller Information Package

Complete the form below and attach your financial documents. The more complete your submission, the faster we can prepare your professional valuation and go-to-market strategy. All information is strictly confidential.

Completion Progress

Business Info

Financials

Operations

Documents

Submit

Owner Information

First Name *

Last Name *

Email Address *

Phone Number *

Preferred Contact Method

Business Information

Business Name (Confidential) *

Industry *

Years in Business *

Business Location (City, State)

Entity Type

Number of Employees

Brief Business Description

Financial Overview

Gross Annual Revenue (Most Recent Year) *

Owner's Annual Compensation (Salary + Benefits)

Revenue Trend (Last 3 Years)

Real Estate Situation

Outstanding Debt / Liens on Business Assets

Sale Goals & Timeline

Desired Sale Timeline *

Asking Price Expectation

Seller Financing Willingness

Post-Sale Transition Availability

Reason for Selling (Confidential)

Document Checklist

Check each document you are attaching below. Required documents marked with ★ are needed for a professional valuation. Optional documents strengthen your package and typically result in higher valuations.

Financial Documents

3 Years of Business Tax Returns (Federal)

★ Required

3 Years of Profit & Loss Statements

★ Required

Current Balance Sheet

★ Required

Year-to-Date P&L (Current Year)

Optional

Accounts Receivable Aging Report

Optional

Inventory List (if applicable)

Optional

Legal & Operational Documents

Business Licenses & Permits

Optional

Copy of Lease Agreement

Optional

Equipment List / Asset Schedule

Optional

Key Contracts (Customer / Supplier)

Optional

Corporate Documents (Articles, Operating Agreement)

Optional

Employee Census / Org Chart

Optional

📁

Drag & drop files here or click to browse

PDF, Word, Excel, JPG, PNG · Max 10MB per file

Additional Notes

Anything else we should know?

✦

Seller Package Received

Thank you. Your seller information package has been submitted to Business@OmahaBusinessBrokerage.com. We will review your submission and reach out within 24 hours to schedule your confidential consultation and valuation discussion.

🔒 All information is strictly confidential and sent directly to your broker. Never published or shared.

Questions? Contact Us Directly

📞 (712) 577-3397

✉️ Business@OmahaBusinessBrokerage.com

🕐 Response within 24 hours

Why Complete Documents Matter

Sellers who submit complete financial packages receive valuations 40% faster and typically achieve 15–25% higher sale prices — because buyers and their lenders have the documentation they need to commit confidently.

What Happens After You Submit

We review your submission within 24 hours
We schedule a confidential call to discuss your goals
We prepare your preliminary valuation range
We present your go-to-market strategy options
You decide if and when you want to proceed

Document Security

Your documents are transmitted directly to Business@OmahaBusinessBrokerage.com and reviewed only by your assigned broker. They are never stored on third-party servers, never shared with buyers without your explicit consent, and never published in any form.

Don't Have Documents Ready?

That is completely okay. Submit what you have and note what is outstanding. We work with sellers at every stage of document readiness and can advise on how to prepare your financials before going to market.

Start with a conversation instead →

Buyer Registration Package

Complete your buyer profile below so we can match you with suitable opportunities. The more detail you provide, the better we can target our search on your behalf. All information is kept strictly confidential.

Personal Information

First Name *

Last Name *

Email Address *

Phone Number *

Current City / State

Current Occupation / Background

Acquisition Criteria

Buyer Type *

Industry Preference *

Investment Range *

Down Payment Available

Geographic Preference

Desired Role in Business

Acquisition Timeline

Financing & Qualifications

Primary Financing Method *

SBA Pre-Qualification Status

Relevant Industry Experience

Optional Document Submissions

The following documents help us qualify you for specific opportunities and match you with appropriate listings. All are optional but strengthen your buyer profile significantly.

Buyer Qualification Documents (Optional)

Personal Financial Statement

Recommended

SBA Pre-Qualification Letter

If applicable

Proof of Funds / Bank Statement

If paying cash

Resume / Professional Bio

Optional

Letter of Intent Template (if you have one)

Optional

📁

Drag & drop files here or click to browse

PDF, Word, Excel, JPG, PNG · Max 10MB per file

Additional Notes

✦

Buyer Package Received

Thank you. Your buyer registration package has been submitted to Business@OmahaBusinessBrokerage.com. We will review your profile and reach out within 24 hours to discuss suitable opportunities and next steps.

🔒 All information is strictly confidential · Used only to match you with suitable opportunities

Questions?

📞 (712) 577-3397

✉️ Business@OmahaBusinessBrokerage.com

What Happens Next

We review your buyer profile within 24 hours
We match you against current and incoming listings
We contact you with suitable opportunities
For qualified buyers, we provide off-market access
You sign NDA for each business you want to review

Personal Financial Statement

Sellers and their brokers use your PFS to qualify you before sharing sensitive business information. It's a standard part of the process and signals you are a serious, prepared buyer. We treat it with complete confidentiality.

Don't Have Financing in Place?

That's okay — many buyers start the search process before finalizing financing. We can connect you with SBA-preferred lenders in the Midwest who specialize in business acquisition loans.

Upload Documents Directly

Already in conversation with us? Upload additional documents here and they'll go straight to Business@OmahaBusinessBrokerage.com with your name and notes attached.

Your Information

Full Name *

Email Address *

Document Type

Notes for Your Broker (Optional)

File Upload

📁

Drag & drop or click to browse

PDF, Word, Excel, JPG, PNG · Multiple files accepted · Max 10MB per file

✦

Documents Received

Your documents have been submitted to Business@OmahaBusinessBrokerage.com. We will confirm receipt and follow up within 24 hours.

🔒 Sent directly and securely to Business@OmahaBusinessBrokerage.com

Direct Contact

📞 (712) 577-3397

✉️ Business@OmahaBusinessBrokerage.com

Accepted File Types

PDF documents (.pdf)
Word documents (.doc, .docx)
Excel spreadsheets (.xls, .xlsx)
Images (.jpg, .png)
Up to 10MB per file
Multiple files at once

Prefer to Email Directly?

You can always email documents directly to Business@OmahaBusinessBrokerage.com with your name in the subject line. This portal simply makes the process faster and more organized.

Submit Your
Documents Securely

Seller Information Package

Seller Package Received

Buyer Registration Package

Buyer Package Received

Upload Documents Directly

Documents Received

10% of Every Deal Goes Back to
People Who Need It Most

Submit YourDocuments Securely

Seller Information Package

Seller Package Received

Buyer Registration Package

Buyer Package Received

Upload Documents Directly

Documents Received

10% of Every Deal Goes Back toPeople Who Need It Most

Submit Your
Documents Securely

10% of Every Deal Goes Back to
People Who Need It Most