New Client Discovery - Bloom Global Inc., Mergers & Acquisitions

1 — Contact Information

First name *

Last name *

Email *

Phone

Company name *

Industry

2 — What Brings You Here?

Which track(s) interest you?Select all that apply
🌿 Grow — Build revenue, grow my pipeline, and increase business value
🏆 Exit — Sell my business, raise capital, or explore M&A options
💎 Prosper — Protect and grow my personal wealth through smart planning

3 — 🌿 Grow — Growth Marketing

Which growth services are you interested in?Select all that apply
B2B outreach & LinkedIn campaigns
Cold email campaigns
Growth marketing & lead generation
CRM setup & pipeline management
Paid advertising (Google / Meta)
Not applicable — I am focused on Exit or Prosper

What is your biggest growth challenge right now?Optional but helpful

Do you currently have a dedicated sales or marketing function?
Yes — dedicated sales team
Yes — dedicated marketing team
Both sales and marketing
No — owner-led sales only

4 — 🏆 Exit — M&A Services

Which exit services interest you?Select all that apply
Sell-Side M&A — Help me sell my business to the right buyer
Capital Raise — Raise equity or debt to grow or recapitalise
Business Valuation — Understand what my business is worth today
Roll-Up / Buy-Side Acquisition — Acquire businesses or build a platform
Management Buyout (MBO) — Transition to my management team
Not applicable — I am focused on Grow or Prosper

Target sale price or valuation

Exit timeline

5 — 💎 Prosper — Wealth Planning

Which wealth planning topics interest you?Select all that apply
401(k) plan — Setup, review, or optimise my retirement plan
Buy-Sell agreement — Protect my business interest and plan succession
Deferred compensation plan — Tax-advantaged executive compensation
Capital gains & tax-smart strategies — Minimise tax on a sale or liquidity event
Post-exit wealth management — Invest and grow proceeds after a sale
Alternative investments — Private equity, real estate, or other alternatives
Not applicable — I am focused on Grow or Exit

Have you had a liquidity event in the last 3 years?E.g. business sale, real estate gain, inheritance
Yes
No
In progress / anticipated soon

Are you currently working with a financial advisor?
Yes — and I am happy with them
Yes — but looking for additional support
No — not currently

6 — About Your Business

Annual revenue

Employees

Years in business

7 — Final Questions

What is the #1 outcome you want from our first meeting?Be specific — this helps us prepare

How did you hear about Bloom Global?

Anything else you would like us to know?Optional

Tell Us About
Your Business.

A Little More About You

Thank you — we will be in touch!

Wherever You Are in Your Journey,
We Can Help.

Tell Us AboutYour Business.

A Little More About You

Thank you — we will be in touch!

Wherever You Are in Your Journey,We Can Help.

Tell Us About
Your Business.

Wherever You Are in Your Journey,
We Can Help.