BizCA CRM

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83 Whitmore Road, Woodbridge, ON - Milano Kitchen

Cabinet / kitchen renovation - 83 Whitmore Road, Woodbridge, ON

potential seller

Deal progress

Stagepotential seller
Offer status
Next actionConfirm Thursday 11:30 cabinet factory viewing details and decide whether to create a new seller/lead record for Milano Kitchen.
DueNo due date

People

Seller: Yong - Milano Kitchen (Referral source)

Buyer: No buyer linked yet

Quick intake / link people

Notes

2026-05-19 17:50 - wecom signal normalized
Viewing schedule #2: Thursday 11:30, cabinet factory lead. Screenshot/business card indicates Milano Kitchen, 83 Whitmore Road, Woodbridge ON L4L 6E2; contact Yong / 勇, phone 416-844-9489, office 905-850-9988, email info@milanokitchen.ca. Needs human verificat
Edit / delete note
Delete this note

This removes the note from this local CRM record.

Listing brief

Directly editable listing brief. Changes auto-save when you type or leave a box.

Edit full business profile (auto-save)

Editable business profile. Fields auto-save when you leave a box. These fields are the future CRM / CBO / MLS / offer data source.

Core
Premises / lease
Financials
Operations
Assets / transition
Listing / commission
Confidential schedule

Seller intake summary

Internal view. Submitted seller profile and uploaded files appear here after the client completes the intake link.

OwnerYong - Milano Kitchen
EmailMissing
PhoneMissing
BusinessMilano Kitchen
IndustryCabinet / kitchen renovation
Location83 Whitmore Road, Woodbridge, ON
RevenueMissing
SDE / cash flowMissing
ReasonMissing
LeaseMissing

Latest submission

No seller intake submission yet.

Auto work package

Internal listing profile draft

  • Business: Milano Kitchen
  • Owner/seller: Yong - Milano Kitchen
  • Location: 83 Whitmore Road, Woodbridge, ON
  • Industry: Cabinet / kitchen renovation
  • Revenue: Missing
  • Cash flow/SDE: Missing

Missing info

  • Email
  • Phone
  • Annual revenue
  • Cash flow / SDE
  • Reason for selling
  • Lease / premises terms
  • Owner ID / driver licence
  • Corporation articles
  • Lease
  • Past 3 years financials / tax / sales reports
  • Storefront / interior photos
  • Equipment / inventory list

Watch items

  • Key documents still missing: Owner ID / driver licence, Corporation articles, Lease, Past 3 years financials / tax / sales reports
  • Lease terms still need confirmation before pricing/offer work.

Follow-up draft

Hi Yong,

Thank you for completing the seller information checklist.

We received the information/files currently shown in our internal file. To continue preparing the business profile and listing documents, please help confirm or send the following when convenient:
1. Email
2. Phone
3. Annual revenue
4. Cash flow / SDE
5. Reason for selling
6. Lease / premises terms
7. Owner ID / driver licence
8. Corporation articles
9. Lease
10. Past 3 years financials / tax / sales reports

Best,
Jay / BizCA

Uploaded files

TypeFileReview statusSensitive
No seller intake uploads yet.

Open full document records

Checklist

Buyer

  • Missing Buyer profile
  • Missing NDA
  • Missing Proof of funds / financing
  • Missing Sent CBO
  • Missing Buyer/seller meeting notes
  • Missing Offer / LOI / APS
  • Missing Due diligence status

Seller

  • Missing Seller profile
  • Missing Financials
  • Missing Lease
  • Missing Equipment list
  • Missing Employee info
  • Missing Listing agreement Form 520
  • Missing Published sale info / teaser / CBO
  • Missing Offer status
  • Missing Closing docs

Shortcuts

Generate CBO

Documents

Offer Builder

Conditions Tracker

Closing Timeline

Open buyer intake form

Record WeCom / coworker update

Timeline

2026-05-19 17:50
Confirm Thursday 11:30 cabinet factory viewing details and decide whether to create a new seller/lead record for Milano Kitchen.