Full Name *

First Name *

Last Name *

Email *

Originating Freedom Consultant Code

CATEGORY 1: Revenue & Profitability

Q1: Rough annual sales? (copy) *

<$1M

$1M–$3M

$3M–$10M

$10M–$25M

$25M+

CATEGORY 1: Revenue & Profitability

Q2: How does profit usually feel at year-end (after paying yourself)?

We roughly break even

Small profit most years

Healthy profit most years

Very strong profit most years

Not sure

CATEGORY 2: Owner Compensation Mix

Q3: Paycheck vs. owner draws: Which sounds closest? *

Mostly a W-2 paycheck

Mostly owner draws / K-1

Mix of both

Not sure

CATEGORY 3: State Footprint

Q4: Operate in more than one state? *

Yes

No

Now Sure

CATEGORY 4: Retirement Plan Status

Q5 Do you have a retirement plan right now? *

None

SEP/SIMPLE

401(k)

Cash Balance/DB

Not Sure

CATEGORY 5: Operations & Property

Q6: Do you personally own, or does a related company own, the building your business rents or operates from? *

Yes

No

Not Sure

CATEGORY 5: Operations & Property

Q7: Did you buy major equipment or have big inventory swings this year? *

Yes

No

CATEGORY 5: Operations & Property

Q8: Do you do design/engineering/process improvements (even without patents)? *

Yes

No

Not Sure

CATEGORY 6: Owner Benefits & Family Tax Opportunities

Q9: Are you on a High-Deductible Health Plan (HDHP)? *

Yes

No

Not Sure

CATEGORY 6: Owner Benefits & Family Tax Opportunities

Q10: Do you pay meaningful out-of-pocket medical/dental/vision each year? *

Yes

Sometimes

Rearely

CATEGORY 6: Owner Benefits & Family Tax Opportunities

Q11: Do you host business meetings/workdays at your home during the year? *

Yes

No

CATEGORY 6: Owner Benefits & Family Tax Opportunities

Q12: Any kids or teens who legitimately help in the business? *

Yes

No

CATEGORY 7: Business Structure & Wealth Planning

Q13: Primary operating entity today? *

LLC taxed as S-Corp

S-Corp

Partnership/LLC

C-Corp

Sole Prop

Not Sure

CATEGORY 7: Business Structure & Wealth Planning

Q14: Do you reimburse mileage/home office/phones/travel using a written policy? *

Yes, formal policy

Informal

No / not sure

CATEGORY 7: Business Structure & Wealth Planning

Q15: Do you invest in stocks/ETFs/funds in a taxable (non-IRA) account? *

Yes

No

CATEGORY 7: Business Structure & Wealth Planning

Q16: Do you invest, or have interest, in domestic oil & gas projects? *

Yes

Interested/Open

No

CATEGORY 7: Business Structure & Wealth Planning

Q17: Do you already use a separate admin/management company? *

Yes

No

CATEGORY 7: Business Structure & Wealth Planning

Q18: Considering sizable life insurance for buy-sell/key-person/estate in 12 months? *

Yes

Maybe

No