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Child Care Owner Transition Questionnaire

Helping us understand your journey, your goals, and how we can honor your legacy.

Thank you for considering the next step for your daycare.

This short, confidential questionnaire will help us understand your goals, timeline, and priorities.
There’s no obligation — just an opportunity to ensure we’re aligned before moving forward.

1. General Background

1.1 What motivated your decision to explore selling the business? (Select all that apply)
1.3 How would you describe your current role in the business?
Heavily involved in daily operations
Mostly strategic/administrative
Limited day-to-day involvement
Other

2. Ownership & Structure

2.1 Do you own the real estate or lease the facility?
Own
Lease
Other
2.2 If you own the real estate, would you consider:
Selling it with the business
Leasing it to a new owner
Open to either
Not applicable
2.3 Are there any business assets (e.g., vans, curriculum licenses, IP) that you intend to keep post-sale?
Yes
No

3. Transition Preferences

3.1 Are you open to assisting with the transition after the sale?
Yes – full-time transition for a limited period
Yes – part-time or limited-capacity support
Not planning to stay on
Open to discussing options
3.2 If staying involved in a limited capacity, what role would you consider?
Advisor or consultant
Staff mentor or trainer
Licensing/administrative support
Other
3.3 What is your ideal timing for a potential transition?
As soon as possible
Within 3 months
Within 6 months
Flexible

4. Financial Snapshot

4.3 Are you open to creative deal terms (e.g., payments over time)?
Yes
No
Possibly – depending on structure
4.4 Are there any outstanding business loans, leases, or financial obligations a new owner should be aware of?
Yes
No
4.5 Approximately what range best describes your annual revenue?
Under $750K
$750K – $1.25M
$1.25M – $2.5M
$2.5M+
4.6 Is the business currently profitable on an annual basis?
Yes
Break-even
Not currently, but improving
Prefer to discuss

5. Operations & Team

5.2 Are any key staff members essential to day-to-day operations?
Yes
No
5.3 Are all licenses, inspections, and compliance documents current?
Yes
No
In process
Not sure
5.4 How would you describe current enrollment relative to capacity?
Mostly full (85%+ utilization)
Some open seats
Significant capacity available
Seasonal / fluctuating
5.5 What best describes your tuition mix? (Optional)
Primarily private pay
Mix of private pay and subsidies
Primarily subsidy-based
Prefer not to disclose at this stage
Other

6. Legacy & Continuity

6.2 Are there any specific programs, staff members, or values you hope will continue under new ownership?
Yes
No
6.3 Would you prefer the name and branding of the daycare be kept the same?
Yes
No
No preference
Open to discussion
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