First Name
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Email
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Business Name
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How did you hear about us
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YouTube
AI Search (e.g., ChatGPT)
Social Media
Referral
Other
Are you a current business owner
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Yes – I currently own and operate a business.
No – I’m exploring options / recently exited.
Please estimate your business’s current annual revenue. (This helps us tailor your valuation.)
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Under $1M
$1M – $3M
$3M – $10M
$10M+
What best describes your industry
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Home Services (HVAC, Plumbing, Roofing, etc.)
Professional Services (Legal, Accounting, Marketing, etc.)
Healthcare
Technology / SaaS
Other (please specify)
Do you have an exit timeline in mind
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Within the next 12 months
1 – 3 years
3 – 5 years
5+ years / Not sure
Are you currently working with an M and A advisor or a financial advisor to help with your exit strategy
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Yes – but I’d like a second opinion.
No – that’s why I’m reaching out to you.
What’s your top priority when it comes to your business exit
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Maximizing my sale price
Reducing / minimizing taxes
Finding the right buyer / legacy fit
Transitioning smoothly into retirement
Other
Please share any additional information you’d like us to know ahead of your valuation call:
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