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MAGNARA GLOBAL
Acquisition / Partner Buyout Intake
Reference—
Bank-Grade Encryption
Section 01 of 07 · Entry Path

Entry path

Role selection · Transaction track · Initial qualification.

14%
How to use this formEverything below is additive to the existing acquisition and buyout workflow. Select the role that best fits the transaction, then the page will reveal the relevant intake path.
I Am A
Transaction Track
Transaction Details
Required
Required
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Required
Contact Information & NCNDA
Confidentiality · Non-Disclosure · Contact Record

Confidentiality / NCNDA

Submission requires acknowledgement of confidentiality, non-disclosure, non-circumvention, no direct engagement with introduced parties without written consent, coverage for lenders, investors, sellers, buyers, operators, and affiliates, a 24-month survival period minimum, Houston, Texas governing law, and liquidated damages language to be finalized in definitive documentation.
Required
Required
Required
Required
Required
Sign with mouse or finger. A typed signature above is also required.
Primary Contact Record
Required
Valid email required
Required
Must be 18-100 years of age
Required
Encrypted in transit · Stored securely
$
Required
Personal Documents
Identity · Credit · Banking · Capacity
Personal Credit Benchmark
  • 680-720+ FICO preferred across all three bureaus
  • Minimum 3-4 active tradelines in good standing
  • No recent major derogatories for SBA-sensitive submissions

Government-Issued Photo ID Required

Driver's License or Passport · PDF/JPG/PNG

Experian 3-Bureau Credit Report

Full tri-merge preferred · Required if available · PDF

Personal Bank Statements

Last 2-3 months · Multiple OK · PDF

Personal Tax Returns

Last 2 years · Multiple OK · PDF

Pay Stubs / W-2s (if applicable)

Most recent · If applicable · PDF/JPG/PNG

Personal Financial Statement

Assets & liabilities overview · Recommended · PDF/XLSX

Role-Specific Path
Seller · Buyer · Prospective Buyer · Advisor
Target Business Information
Required
Revenue & Performance
$
$
$
Existing Business Information
Required
$
Seller Company Profile
Seller Earnings & Business Quality
Seller Legal & Compliance
Buyer Identity & Financial Capacity
Execution Readiness
Outsourced Management Support Needed
CFO COO CMO CEO / President Integrator / Operator Finance / Accounting Support Lender Relations Support Board / Advisory Support
Prospect Profile
Search Mandate / Sourcing Criteria
Advisor / Broker / Representative Intake

Engagement letter, authorization, or mandate · PDF/JPG/PNG

Medical / Healthcare
SaaS / Technology
Digital / E-Commerce
Franchise
Secure Document Vault
Organized Upload Categories For Underwriting Handoff
Vault structureExisting uploads stay intact. Additional upload buckets below organize files into lender-ready categories so Magnara can route a cleaner package to SBA, conventional, private, and specialty capital partners.
01
Corporate Documents

Formation docs, good standing, EIN letters, org charts, cap tables

02
Financial Statements

Year-end P&L, balance sheet, YTD, TTM, location-levels

03
Tax Returns

Business and personal tax returns

04
Banking

Business and personal bank statements, merchant reports

05
Debt & Liabilities

Debt schedules, LOCs, liens, guarantor obligations

06
Legal & Compliance

Litigation, leases, permits, contracts, notices

07
Industry-Specific Documents

Payor mix, FDD, platform exports, inventory, equipment, cohort data

08
Buyer Financial Capacity

PFS, proof of funds, support letters, brokerage statements

09
Transaction Documents

LOI, valuation, APA/SPA, seller financing, sources & uses

10
Underwriting Notes

System summary, missing items, routing recommendation

Existing Core Business Documents

Business Tax Returns

Last 2-3 years · Multiple OK · PDF

Year-End Financials (P&L + Balance Sheet)

Last 2 years · Multiple OK · PDF/XLSX

YTD Financials (P&L + Balance Sheet)

Current year-to-date · PDF/XLSX

AR / AP Aging Reports

Receivables & payables · If applicable · PDF/XLSX

Business Bank Statements

Last 3-6 months · Multiple OK · PDF

Debt Schedule

All outstanding obligations · PDF/XLSX

Articles of Organization / Incorporation

Formation documents · Required · PDF

EIN Confirmation Letter

IRS CP-575 or 147C · PDF/JPG/PNG

Certificate of Good Standing

From state of formation · Recommended · PDF

Business Credit Report

D&B, Experian Business, or Equifax · PDF

Additional Vault Uploads

06 · Legal & Compliance

Litigation, leases, permits, contracts · Multiple OK

07 · Industry-Specific Documents

Payor mix, platform exports, FDD, inventory · Multiple OK

08 · Buyer Financial Capacity

Proof of funds, brokerage, commitments, support letters · Multiple OK

09 · Transaction Documents

LOI, valuation, APA/SPA, sources & uses, seller note · Multiple OK

Transaction Details & Underwriting Inputs
Structure · Debt Service · Lender Fit
$
Required
$
$
$
Required
$
Required
Buyer Underwriting / Lender Fit
Prospective Buyer Budget & Preferences
Supporting Deal Documents

Purchase Agreement / LOI

Signed LOI or purchase agreement · If applicable · PDF

Business Valuation / Appraisal

Third-party valuation · If applicable · PDF

Operating / Partnership Agreement

Existing operating agreement · If applicable · PDF

Franchise Agreement

Current franchise disclosure · If applicable · PDF

Personal Financial Statement
Enter balances as of today. All values are confidential and used solely for underwriting.
Assets
$
$
$
$
$
$
$
Liabilities
$
$
$
$
$
$
Total Assets$0
Total Liabilities$0
Net Worth$0
Liquidity Ratio—
Income Profile — annual
$
$
$
Preliminary Capital Estimate
Generated from the information you've provided. This estimate is a non-binding indication of facility size and pricing range our desk typically places for comparable profiles.
Indicative Facility Range

Your profile maps to the following capital band

$— – $—
Based on your declared revenue, EBITDA, collateral profile, and transaction structure. Firm terms will be issued after full underwriting, credit pull, and documentation review.
Indicative Rate
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Typical Term
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Likelihood Score
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Soft Pre-Approval · No Hard Credit Pull

This is a soft pre-approval indication only — not a binding pre-approval, loan commitment, or offer of credit. For buyers, indicated pricing (6.75% – 9.75%) reflects typical acquisition / partner-buyout debt for comparable cash-flow profiles and is subject to full underwriting, QoE, hard credit pull, and investor guidelines. For sellers, the displayed range is a broad indicative valuation based on SDE or Adjusted EBITDA multiples — it is not an appraisal, fairness opinion, or formal business valuation and should not be relied upon for any transaction purpose. A formal valuation requires a Quality of Earnings review and engagement with a licensed valuation professional.

Review, Experian Access & Submit
Internal Summary · Lender Routing · Final Authorization
Experian Access (Optional)
To support personal underwriting and lender sequencing, provide Experian credentials when available. For early-stage prospective buyer searches, this can remain blank until a live transaction is identified.
Submission Note

Submitted securely via 256-bit TLS. A Magnara Global advisor will contact you within 24–72 business hours.

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Acquisition Intake Received

MG-XXXXXXXX

Submitted securely via 256-bit TLS. A Magnara Global advisor will contact you within 24–72 business hours.

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