Deal Intake · Legacy Park Group

Legacy Park Group

Deal intake

Fill in what you can. Blank is fine. Only your name and the park's state are required.

You Your name * Your group

Phone Email

The call

If you only do one thing, set the appointment. Ben or Lisa take it from there.

Did you set an appointment for Ben or Lisa to call the owner? Appointment date and time

Use the park's local time.

Who did you talk to? How?

The owner Owner name(s)

Owner phone Owner email

Their situation, in your words Why are they selling? Their words.

When do they need to sell by? Best time and way to reach them

Years owned Runs it themselves?

Manager in place? Would the manager stay?

The park Park name Type Address

City State *

Park phone Park website

The money

The gross sales number is the one that matters most. Get it if you can.

Gross annual sales, all income ($) What they say the net income is ($)

Total annual expenses, if they know it ($) Is electric billed back to guests?

Expenses you know of, per year. Leave the rest blank.

Property tax ($) Insurance ($) Electric ($)

Water, sewer, trash ($) Payroll ($) Other ($)

What they want for it ($) Loan on it?

Open to carrying financing?

Anything else Notes Links to photos or documents, one per line

Put photos and documents in a Google Drive or Dropbox folder, set sharing to "anyone with the link can view", and paste the link here. Photos straight from your phone: add them to a Drive or Dropbox folder first, then share that folder.

Only your name and the state are required. Send what you have.

Got it.