Full Name *

Phone *

Email *

What best describes you?

Company Name

Website

Where did you hear about us?

How many years have you been in this business?

1 to 10 years

11 to 20 years

21 to 30 years

30+ years

Are you the sole owner of the company or are there partners?

Adult children or family members that ARE active in the business

Adult children or family members NOT active in the business

If a family business, what generation is the business in?

Annual Revenue

A range is fine.

Approximately when are you looking to get out of the business?

From 1 - 5 how financially ready are you to leave the business?

What are your TOP THREE priorities in your business transition?

Do you currently have a successor in mind?

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