Fitness Business Exit Strategy & Gym Sale Preparation Intake

Sell Your Gym with Confidence: Complete Exit Strategy Intake Form

Preparing to sell your fitness business is one of the most significant decisions you'll make as a gym owner. Whether you're transitioning to retirement, pursuing new ventures, or simply ready for a change, having all your business information organized is critical to attracting serious buyers and maximizing your sale price.

This Fitness Business Exit Strategy & Gym Sale Preparation Intake Form is designed specifically for gym owners, personal training studios, CrossFit boxes, boutique fitness studios, and wellness centers preparing for sale. It captures everything a potential buyer, business broker, or M&A advisor needs to assess your business value—from financial performance and member contracts to equipment inventory and lease terms.

Why Use Paperform for Your Gym Sale Preparation?

Selling a fitness business involves coordinating with multiple parties: business brokers, accountants, lawyers, potential buyers, and landlords. Paperform makes this complex process manageable by creating a centralized, professional intake form that:

• Organizes critical business data in one secure location
• Presents your business professionally to brokers and buyers
• Saves time by eliminating back-and-forth emails requesting information
• Maintains confidentiality with secure submission handling
• Creates a professional first impression that reflects well on your business operations

What This Template Captures

This comprehensive template is structured to gather all essential information for a successful fitness business sale:

Business Overview & Operations

• Business structure, ownership details, and operational history
• Facility size, layout, and location details
• Operational hours and staffing structure
• Brand assets, social media presence, and marketing channels

Financial Performance

• Revenue breakdown by service type (memberships, PT, classes, retail)
• Monthly and annual revenue figures
• Operating expenses and net profit margins
• Accounts receivable and outstanding liabilities
• Historical financial trends

Membership & Client Base

• Total active members and membership types
• Member retention rates and average lifetime value
• Contract terms and billing structure
• Personal training client roster and package details

Equipment & Assets

• Complete equipment inventory with age and condition
• Asset valuation and depreciation information
• Technology systems (POS, member management, access control)
• Leasehold improvements and facility upgrades

Lease & Real Estate Terms

• Current lease details, expiration dates, and renewal options
• Monthly rent and escalation clauses
• Landlord relationship and transfer provisions
• Zoning compliance and property condition

Staff & Contractors

• Employee roster with roles and compensation
• Independent contractor agreements
• Staff retention likelihood post-sale
• Training programs and certifications

Valuation & Sale Expectations

• Desired sale price and valuation basis
• Timeline for sale completion
• Seller financing willingness
• Transition assistance availability

Perfect for Fitness Business Owners & Industry Professionals

This template is ideal for:

• Gym owners and fitness studio operators preparing for retirement or career transition
• Business brokers specializing in fitness industry M&A who need comprehensive client intake
• M&A advisors and consultants helping clients position their fitness businesses for sale
• Private equity firms conducting preliminary due diligence on fitness acquisitions
• Multi-location fitness operators evaluating individual location sales

Streamline Your Exit with Automation

Once you've captured all the essential information through this intake form, you can use Stepper (Paperform's AI-native workflow builder) to automate what happens next:

• Automatically route submissions to your business broker, accountant, and legal counsel
• Create valuation packets by combining form data with financial documents
• Trigger buyer confidentiality agreements through Papersign for eSignature collection
• Update your CRM with potential buyer inquiries and follow-up tasks
• Generate preliminary valuation reports based on submitted financials
• Schedule follow-up consultations with qualified buyers or advisors

By connecting this intake form to Stepper workflows and Papersign for document execution, you create an efficient, professional system that moves your gym sale forward while protecting confidential business information.

Why Proper Preparation Matters

Fitness businesses that sell successfully share one thing in common: thorough preparation. Buyers want to see organized financials, transparent operations, and a clear picture of the business's growth potential. This intake form helps you compile that information systematically, so you're ready when serious buyers come calling.

Whether you're working with a business broker or handling the sale independently, having all your data organized in a professional format demonstrates operational excellence and can significantly impact your final sale price.

Get Started Today

Ready to take the first step toward your fitness business exit? This template gives you a professional, comprehensive framework to organize everything buyers need to know. Customize the questions to match your specific business type—whether you run a large big-box gym, boutique studio, or specialized training facility—and start preparing for a successful transition.

Trusted by fitness industry professionals, business brokers, and gym owners preparing for their next chapter, this Paperform template turns complex exit planning into a manageable, professional process.