Embellishr Business Transitions

1. Ownership & Legal Structure

This helps us understand who controls the business, whether ownership can transfer cleanly, and whether there are legal or financing complexities.

Legal Business Name DBA or Brand Name Website Primary Contact Email Phone Business Address Years in Business

Entity Type Are you the sole owner? Ownership Percentage You Control Is the business currently operating?

How many owners are involved? Are all owners aligned on exploring a transition?

Ownership Breakdown

Any liens, UCC filings, or legal encumbrances? Any lawsuits, disputes, or legal claims?

Lien or Financing Details

Legal Claim Details

2. Transition Intent

We use this to understand what is driving the transition and which internal selling path may make the most sense.

What prompted you to explore this now?

What best describes your current goal? Ideal timeline Would you remain involved after a transition? How urgent is your need for liquidity or exit?

3. Financial Overview

Revenue, profit, payroll, debt, and facility costs are core inputs for business evaluation and transition readiness.

Trailing 12 Months — Current Performance

Gross Revenue Net Profit Owner Salary Owner Benefit / Add-Backs Total Payroll Expense Total Rent / Lease / Mortgage Expense Average Gross Margin Estimated EBITDA

Previous 12 Months — Historical Comparison

Gross Revenue Net Profit Total Payroll Expense Rent / Lease / Mortgage Expense

Revenue Trend Does the business currently carry debt?

Debt Obligations

Seller earnings may include net profit plus owner salary, add-backs, personal expenses run through the business, and discretionary expenses.

4. How the Business Makes Money

This identifies which revenue centers are valuable, profitable, scalable, or risky.

For each area that applies, enter annual revenue, estimated margin, and percent of total revenue for the trailing 12 months.

Revenue AreaAnnual RevenueEstimated Margin% of Total

Screen Printing

Embroidery

DTF

DTG

Promotional Products

Company Stores

Fulfillment

Contract Production

Retail / Walk-In

Art / Design Services

Other Revenue Sources

Which departments are growing? Which departments are declining?

5. Customer Quality & Transferability

This is where we evaluate customer-list value, account quality, recurring revenue, and off-ramp potential.

Total Active Customers — Trailing 12 Months Total Active Customers — Previous 12 Months Estimated Customer Retention Rate Do customers primarily reorder? Top 5 Customers Revenue — Trailing 12 Months Top 5 Customers % of Total Revenue Largest Customer Revenue — Trailing 12 Months Largest Customer % of Total Revenue

Customer Assets Available

Customer relationships are primarily tied to: How transferable is the customer base?

Top Customer Breakdown

6. Operations, Staffing & Facility

This identifies owner dependency, continuity risk, payroll structure, and facility transferability.

Full-Time Employees Part-Time Employees Is payroll stable? Would key employees likely remain after transition? Who manages production? Who manages sales/accounts? Owner Dependency Level Annual Payroll Expense

Facility & Real Estate

Facility Status Monthly Rent / Mortgage / Facility Cost Square Footage Lease Expiration Is the lease transferable? Environmental, zoning, or facility concerns?

Facility Concern Details

7. Market Stability & Final Consent

Market durability helps determine whether this is a full business, customer transition, production off-ramp, or hybrid opportunity.

Primary Market Served Main Customer Base Market Stability Do you want equipment evaluated as a separate next step?

Describe your market position and customer demographics What risks could impact future revenue?

Equipment Intake Next Step

If equipment needs to be evaluated, our team will follow up separately with the appropriate equipment intake. That keeps this business transition review focused on the overall company, customer base, revenue quality, and operational structure.

Prepare These Documents for Follow-Up

P&L statements for the last 24 months
Current year-to-date P&L
Balance sheet
Payroll summary
Sales by customer reports for the last 24 months
Customer database export, if available
Active agreements, vendor approvals, or company store summaries
Facility lease, rent, mortgage, or ownership details

Please do not provide banking passwords, software logins, Social Security numbers, payroll credentials, or raw bank access information. Exported reports and PDFs are preferred when requested.