Xeed Information Intake

To ensure we have a meaningful conversation about your company, we’ve provided a few questions for you to answer.

Please take a few moments to share this information with us so we can better understand your business.

We're excited to collaborate with you and look forward to working together.

Thank you,

Mark Ball
President of Agricultural Operations

and

Joseph Palladino
Managing Director

Email *
Why we request this information

At The Xeed Group, we understand that considering the sale of your company is a significant and deeply personal decision. To ensure that we can provide you with the best possible support and guidance throughout this process, we ask for key information about your business through this form. The details you provide will allow us to:

    •    Evaluate your business’s unique characteristics and market position.

    •    Tailor our recommendations to align with your goals and priorities for the sale.

    •    Identify potential opportunities, buyers, or strategies that maximize value for you and your stakeholders.

    •    Streamline the process to save time and focus on what matters most to you.

We approach every interaction with the utmost confidentiality and professionalism. By understanding your business in detail, we can collaborate effectively to ensure the transaction meets your expectations and sets you up for success in the next chapter of your journey. Thank you for trusting us to assist you in this important milestone. Should you have any questions while completing the form, our team is here to help.

What is your name? *
what is your job title? *
What is the full legal name of your company? *
What is your company's primary industry and business model? *
(ex: SaaS, retail, manufacturing)
Where is your company headquartered, and in which jurisdictions does it operate? *
What is the current ownership structure of your company? *
Who are the key stakeholders? *
(ex: founders, board members, or investors)
What percentage of equity is available for sale, and are all stakeholders aligned on selling? *
What were the company’s annual revenues, gross profit, and net profit for the last three fiscal years? *
What is your company’s current debt and liabilities, if any? *
Do you have audited financial statements? If yes, for how many years? *
Are there any buildings that you currently own and operate from that would be considered part of the transaction? *
What are your core products or services, and what percentage of revenue do they generate? *
Do you hold any patents, trademarks, or copyrights related to your products/services? *
Who are your key customers or client segments, and what is the churn rate? *
Are there any long-term contracts or recurring revenue streams in place? *
What is your company’s competitive advantage in the market? *
How many employees do you have, and what are their primary roles? *
Are there any key employees critical to the business operations who would need retention during/after the sale? *
Are there any outstanding legal or compliance issues the company is currently addressing? *
What proprietary technologies, platforms, or systems does your business rely on? *
Are there any third-party dependencies or licensing agreements critical to operations? *
What are your primary goals for the sale (e.g., valuation, timeline, or strategic fit with buyer)? *

Acknowledgement of NDA Requirement

 *

Before submitting this form, you are required to review and sign our Non-Disclosure Agreement (NDA). By checking the box below and submitting this form:

   •    You confirm that you have read and agree to the terms outlined in the NDA provided here.

   •    You acknowledge that your name entered in this form will be considered your digital signature, signifying your agreement to the NDA terms.

Required
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