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New Member Firm Application

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Your Name

Email *

Firm Information

Firm Name *

Year of Incorporation *

Ownership

Owner's Name 1

Percentage of Ownership 1

Owner's Name 2

Percentage of Ownership 2

Owner's Name 3

Percentage of Ownership 3

Owner's Name 4

Percentage of Ownership 4

Total Number of Team Members (not including ownership)

Advisors *

Administrators *

Valuation *

Exit Planning *

Financial Analyst *

Appraiser (machining/equipment) *

Geography

Office Location(s) (City, State): *

Additional Regions Covered: *

Are you FINRA licensed? *

Yes
No

Name of Person Licensed:

Which FINRA licenses?

Additional FINRA License Holders (Name, License Type):

Do you have an E&O policy? *

Yes
No

Are you real estate licensed? *

Yes
No

In what state(s) are you licensed? *

About Your Firm

What terminology do you use for your firm and team? *

Business Broker
Business Intermediary
M&A Broker
M&A Advisor
Investment Banker
Other

What is your terminology? *

Does your firm use a virtual data room? If yes, which one? *

Yes
No

Which one? *

Does your firm use a CRM system? If yes, which one? *

Yes
No

Which one?

Experience

What are the top 5 industries you have completed the most deals in with an EV of $5M or higher? *

Which industries, if any, has anyone within your firm completed 5 or more deals, that would classify them as an expert?* *

Total Years of M&A Experience (entire firm) *

Total Years of Business Ownership (entire firm) *

List industries of past business ownership experience: *

Are You a Member of a Franchise? *

Yes
No

What is the name of the franchise? *

List your professional designations or credentials: *

Revenues & Opportunities

Firm Revenues

Current YTD Revenue ($) *

Current YTD Sell Side (%) *

Current YTD Buy Side (%) *

Current YTD Valuation (%) *

Current YTD Other (%) *

Last Year Revenue ($) *

Last Year Sell Side (%) *

Last Year Buy Side (%) *

Last Year Valuation (%) *

Last Year Other (%) *

Two Years Ago Revenue ($) *

Two Years Ago Sell Side (%) *

Two Years Ago Buy Side (%) *

Two Years Ago Valuation (%) *

Two Years Ago Other (%) *

Three Years Ago Revenue ($) *

Three Years Ago Sell Side (%) *

Three Years Ago Buy Side (%) *

Three Years Ago Valuation (%) *

Three Years Ago Other (%) *

Total number of deals (TEV > $2M) since inception: *

Deals

Number of Closed Deals (TEV>$5M)

Total Deals *

Current YTD *

Last Year *

Two Years Ago *

Three Years Ago *

Largest Closed Deals

Current YTD *

Last Year *

Two Years Ago *

Three Years Ago *

TEV in Closed Deals

Current YTD *

Last Year *

Two Years Ago *

Three Years Ago *

Average Deal Value (EV)

Current YTD *

Last Year *

Two Years Ago *

Three Years Ago *

What are your closing ratios?

Current YTD *

Last Year *

Two Years Ago *

Three Years Ago *

Have you Completed an International Deal? If so, Where? *

Yes
No

What Countries? *

What is your current deal flow (TEV) under contract? *

Current Year Predictions

Current Year Deals Closed *

Current Year # of Advisors *

Current Year Firm Revenue *

Collaboration

Will you commit to attending at least one in-person conference per year?

Yes
No

Will you commit to attending and participating in 70% of our virtual calls?

Yes
No

Will you recommend your team participate in the virtual calls?

Yes
No

Will you commit to participating in our Microsoft Teams Chats?

Yes
No

Are you willing to help your alliance partner if/when called upon?

Yes
No

Are you willing to be an industry expert on an alliance partner’s deal if/when the opportunity presents itself?

Yes
No

References

Please list a professional reference whom you have worked with in the last three years. (i.e. M&A Attorney, CPA)

Reference 1 Full Name *

Reference 1 Relationship *

Reference 1 Company *

Reference 1 Phone *

Reference 1 Email Address *

Please list a Client reference whom you have worked with in the last three years.

Reference Client Full Name *

Reference Client Relationship *

Reference Client Company *

Reference Client Phone *

Reference Client Email Address *

Additional Information

Please list any past, present, or pending litigation. *

What do you hope to gain from joining Cornerstone International Alliance? *

What are you able and willing to contribute to the greater good of Cornerstone International Alliance? *

Professional

Are you a part of any professional organizations? *

Yes
No

Please list professional organizations: *

Please list any awards you have received during your tenure in M&A:

Are you a part of any philanthropic organizations? *

Yes
No

Please list philanthropic organizations: *

Signature

I certify that my answers are true and complete to the best of my knowledge. *

Clear Signature

Date *

200 South Washington Street
Suite 401
Green Bay, WI 54301
Phone: 920-436-9890
Fax: 920-436-9894

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