Scheduled Messages

Hi Edward,

Thank you again for speaking with us. To help us better understand the business and prepare the listing documents, please complete the seller information checklist when convenient:

[Complete Seller Information Checklist](https://review.bizca.ca/seller-intake/waterdown-acupuncture-tcm-clinic-edward-hong?t=ldvfOWb8urGfz8UA5Ia229aU)

You can leave any unknown items blank and upload available documents/photos directly through the form.

Best,
BizCA

Hi Edward,

Thank you for speaking with me. To help us prepare the next step and organize the business sale/listing file, could you please send the following information when convenient?

1. Driver licence / government ID for the owner/shareholder
2. Best email address for signing and document communication
3. Corporation articles / incorporation documents
4. Business legal name and operating name
5. Business address and unit number
6. Lease document, monthly rent/TMI, lease expiry, and renewal options
7. Past 3 years financial statements / tax filings / sales reports if available
8. Reason for selling and preferred timeline
9. Number of employees / contractors and their roles
10. Approx. size of the premises / rooms / treatment areas
11. How long the business has been operating
12. Annual sales and owner cash flow/SDE summary if available
13. Equipment / furniture / inventory list
14. Systems used, including Jane App/POS/booking/accounting tools
15. Any licences, permits, clinic registrations, or transition requirements
16. Training/transition support you are willing to provide after sale

Also, please let me know a few times after Thursday that would work for me to visit the clinic and understand the business in person.

This is just for internal preparation first. We will not publish or send anything externally without your confirmation.

Thank you,
Jay
BizCA 加商咨询

BizCA daily summary draft:

Today's follow-ups:
- 3850 Sheppard Ave E - Shiny Beauty Spa: Follow up with Peter and clarify financing condition / 30 business days. (due: 2026-05-19)
- 379 Goderich St, Port Elgin - Tang's Kitchen: Confirm 2026 listing terms and current buyer interest. (due: No due date)
- 650 King St E, Unit 3A, Oshawa - Nail Tree: Confirm seller profile, agency/listing status, and CBO/public sale info approval. (due: No due date)

Blocked / watch items:
- 379 Goderich St, Port Elgin - Tang's Kitchen: Confirm 2026 listing terms and current buyer interest.
- 650 King St E, Unit 3A, Oshawa - Nail Tree: Confirm seller profile, agency/listing status, and CBO/public sale info approval.

Missing client/document info:
- 3850 Sheppard Ave E - Shiny Beauty Spa: buyer: Buyer profile, buyer: NDA, buyer: Proof of funds / financing, buyer: Sent CBO, buyer: Buyer/seller meeting notes
- 379 Goderich St, Port Elgin - Tang's Kitchen: buyer: Buyer profile, buyer: NDA, buyer: Proof of funds / financing, buyer: Sent CBO, buyer: Buyer/seller meeting notes
- 650 King St E, Unit 3A, Oshawa - Nail Tree: buyer: Buyer profile, buyer: NDA, buyer: Proof of funds / financing, buyer: Sent CBO, buyer: Buyer/seller meeting notes

Recent activity:
- 3850 Sheppard Ave E - Shiny Beauty Spa: WeCom update: Peter asked about financing condition. Risk: buyer may need clearer explanation of 30 business days.
Risk/watch: 3850 Sheppard: Peter asked about financing condition. Add follow-up task for tomorrow. Risk: buyer may need clearer explanation of 30 business days. Message type: add_risk
Consulting/opportunity: 3850 Sheppard: Peter asked about financing condition. Add follow-up task for tomorrow. Risk: buyer may need clearer explanation of 30 business days. Message type: add_risk
Pain tags: financing_uncertainty

Hi, here is a quick status update.

Business / deal: 3850 Sheppard Ave E - Shiny Beauty Spa
Current stage: offer
Current next step: Follow up with Peter and clarify financing condition / 30 business days.
Due date: 2026-05-19
Offer status: draft_review

Items still needed / to confirm:
- buyer: Buyer profile
- buyer: NDA
- buyer: Proof of funds / financing
- buyer: Sent CBO
- buyer: Buyer/seller meeting notes
- buyer: Offer / LOI / APS

Recent work completed:
- WeCom update: Peter asked about financing condition. Risk: buyer may need clearer explanation of 30 business days.
Risk/watch: 3850 Sheppard: Peter asked about financing condition. Add follow-up task for tomorrow. Risk: buyer may need clearer explanation of 30 business days. Message type: add_risk
Consulting/opportunity: 3850 Sheppard: Peter asked about financing condition. Add follow-up task for tomorrow. Risk: buyer may need clearer explanation of 30 business days. Message type: add_risk
Pain tags: financing_uncertainty

This is a draft status update for review before sending.

您好，感谢您的配合。为了继续推进资料整理，请您方便时补充/确认以下信息：

1. buyer: Buyer profile
2. buyer: NDA
3. buyer: Proof of funds / financing
4. buyer: Sent CBO
5. buyer: Buyer/seller meeting notes
6. buyer: Offer / LOI / APS
7. buyer: Due diligence status
8. seller: Seller profile
9. seller: Financials
10. seller: Lease

收到后我们会先整理入档，再由内部审核后更新进度。谢谢！

BizCA internal group robot sandbox: 650 King Nail Tree intake follow-up test. Draft only.

您好，感谢您的回复。为了继续帮您整理资料，请您补充：店铺租约、过去三年财报、公司文件、卖店原因、员工人数、面积、年营业额。收到后我会整理到CRM等待审核。

您好Test Seller，为了帮您整理出售资料、判断是否可以准备服务/代理协议、以及后续买家介绍材料，请您方便时提供以下信息。不确定的地方可以写“待确认”。

Context / 背景：Current deal test v2: 650 King St E Unit 3A - Nail Tree seller intake. Send to founder self only.

1. 业主/股东姓名 *
2. 电话 *
3. 邮箱（用于签署和后续沟通） *
4. 股东/业主驾照或身份证明 *
5. Corporation Articles / 公司注册文件 *
6. 店名 / 生意名称 *
7. 地址 *
8. 行业 / 生意类型 *
9. 经营了多久？
10. 预期售价 / 要价
11. 为什么考虑出售？ *
12. 租约情况（租金、到期日、续租选择、是否可转让） *
13. 过去3年财报/报表是否可以提供？ *
14. 年营业额 *
15. 现金流 / 净利润（如方便）
16. 员工数量 *
17. 场地面积 / 平方尺
18. 主要设备和是否包含在售价内
19. 是否可提供培训、牌照/许可转让说明
20. 出售优先级 / 时间要求
21. 您是通过哪里了解到我们的？

谢谢！收到后我们会先整理成内部档案和下一步建议，不会自动对外发送任何文件。

您好Test Seller，??????????????????????????????????????????????????????????????????

Context / 背景：Current deal test: 650 King St E Unit 3A - Nail Tree seller intake. Send to founder self only.

1. ??/?????? *
2. ?? *
3. ????????????? *
4. ??/????????? *
5. Corporation Articles / ?????? *
6. ??/???? *
7. ??/?? *
8. ??/???? *
9. ?????????
10. ????/??
11. ???? *
12. ????????TMI????????????/???? *
13. ??3???/???? *
14. ???? *
15. ??????/????/????
16. ??????????????? *
17. ????/????? *
18. ??????????????
19. ???????????????
20. ?????/??????
21. ?????????????

谢谢！收到后我们会先整理成内部档案和下一步建议，不会自动对外发送任何文件。

您好Test Buyer，感谢您对这个项目的兴趣！为了给您提供更详细的业务信息，我们需要了解您的背景情况，以帮助我们评估该项目是否适合您。请您填写相关信息，以便我们为您提供进一步的支持。

Context / 背景：Current deal test: 3850 Sheppard Ave E - Shiny Beauty Spa buyer intake. Send to founder self only.

1. 姓名 *
2. 电话 *
3. 邮箱 *
4. 您目前在从事什么工作？
5. 首选行业类型 *
6. 首选生意地点
7. 期望生意每年最低利润 *
8. 您可用于购买生意的流动资金是多少？ *
9. 您计划在多长时间之内购买生意？
10. 您可以用英语流畅交流吗？
11. 您是否有在加拿大生活和工作的身份？
12. 您是否计划自己经营该业务？
13. 您有合作伙伴吗？
14. 您是否在加拿大拥有或者曾经拥有自己的生意？
15. 您是通过哪里了解到我们/这个项目的？

谢谢！收到后我们会先整理成内部档案和下一步建议，不会自动对外发送任何文件。