Confidential Intake

Tell us about your restaurant.

This takes about six minutes. Nothing here is public or binding — you're simply opening a confidential file so we can understand your situation and, if it's a fit, introduce the right next step.

Restaurant

Financials

Timeline

Review & Send

Your restaurant

Basic facts — this is what tells us how to think about your situation.

Restaurant name *

Cuisine / type *

City, State *

Year established *

Current ownership structure *

Number of locations

Dining type

Alcohol served

Financials

High-level numbers only — full financials come later, and only after you're comfortable sharing them.

Annual revenue *

Owner's total annual benefit (SDE)

Not sure? Leave blank — we'll help you calculate this.

Do you own the building the restaurant occupies?

Yes, we own itReal estate would typically be valued and negotiated separately. No, we leaseWe'll want to understand your lease terms and remaining length.

Outstanding business debt (optional)

Timeline & motivation

This shapes how we approach things — there's no wrong answer.

Desired timeline *

What's prompting you to consider succession? *

Is family currently involved in the business?

How did you learn about us?

Anything else we should know?

Review your entry

Take a look before you send it. Everything here stays confidential.

I understand this is confidential and non-binding Submitting this form doesn't list my restaurant anywhere or commit me to a sale. I can withdraw at any time.

Entry received.

Your file is confidential and has been opened. Here's exactly what happens next — no guessing, no black box.

A real person reviews your file within two business days. Not an algorithm — an advisor actually reads what you submitted.

They reach out by email or phone to introduce themselves and ask a few clarifying questions, if needed. This is a conversation, not a sales call.

You decide if and when to talk further. Nothing is scheduled automatically, and nothing here commits you to anything.

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