Seller starting point

Get a preliminary financeability assessment.

Share the basics of your business and see how Handoff will frame the next verification step. This takes a few minutes and does not request financial access or documents.

Preview the illustrative assessment experience

What we do not collect here

No SSNs, EINs, bank credentials, tax-return uploads, accounting logins, or financial-account connections.

Initial eligibility

Tell us what you know today.

The answers below are self-reported and are stored only to help Handoff prepare a pilot follow-up.

Business name

Your name

Phone (optional)

Industry

Primary operating state

Business profile

Annual revenue range

Annual SDE range

When are you considering a sale?

Accounting system

Records available later

We are not asking you to send anything today. This simply helps us understand whether a later verification step could be useful.

Could you provide business bank statements later?

Could you provide filed business tax returns later?

How verification works

Evidence earns the tier.

Tier 1 — Self-reported

Initial details and seller-provided context. It is clearly marked self-reported, not verified.

Tier 2 — Connected

Read-only bank and accounting data are checked against each other to identify and size differences.

Tier 3 — IRS-verified

The connected review is supplemented with IRS transcript verification and, when relevant, processor or payroll records.

This MVP does not yet connect live bank, accounting, or IRS sources. No tier is earned from this form.

Return to Handoff