A BROKER-FIRST INTRODUCTION

Have an owner who
isn’t ready to sell?

Tell Lee a little about the business. He’ll speak with you first about whether Clarity can help.

No owner is contacted from this form.

You decide whether, when and how an introduction happens.

About the business

Estimates are fine. If a figure is unknown, leave it blank.

Business name or confidential reference *

Annual EBITDA

Annual revenue

Use the latest full financial year or your best annual estimate, excluding GST.

Number of staff

Exit timeline

What still needs the owner’s attention every day?

For example: quoting, customer relationships, approving decisions or managing the team.

Your details

These are the broker or adviser’s details, not the owner’s.

Your name *

Your firm *

Your email *Your phone (optional)Best way to arrange a call

I’m sharing this for an initial discussion with me. Any contact with the owner must be agreed with me first.

The details you submit will be stored with Clarity’s website form service and used to review this introduction and contact you. Please do not include owner contact details, customer names or documents at this stage.

Have an owner who isn’t ready to sell?

You’re the first call.

Have an owner who
isn’t ready to sell?