Wealth Readiness Assessment Survey

This assessment helps us understand your current financial situation and guide you toward your wealth goals. Your responses will allow our Advisors to provide personalized strategies.

Financial Snapshot
- Current income, assets, and debts
Goals & Priorities
- Short-term and long-term financial goals
Planning & Preparedness
- Existing financial plans, retirement, insurance, or estate planning
Opportunities & Interests
- Areas of interest: investments, real estate, grants, or private funding

Next Step: After you submit, you’ll be invited to a private one-on-one session with our Advisors. This short interview helps us understand your goals, match you with the best funding or investment options, and unlock exclusive client benefits — including priority access to new programs, partner opportunities, and tailored financial strategies.

Which representative are you working with?

Acknowledgment and Disclaimer:
By submitting this form, I acknowledge and agree that the information provided in this assessment is for informational purposes only and does not constitute financial, legal, or professional advice. I understand that I should seek independent advice from a qualified professionals before making any financial or investment decisions.

Full Name *

Email *

Address

Street Address *

City *

State *

Country *

Postal Code *

Occupation *

Spouse Occupation *

Do you currently have any collateral (real estate, equipment, etc.) to secure funding? *

Business Name *

Which areas would you like professional assistance or guidance with? (Select all that apply) *

Investment Strategy & Portfolio Planning

Real Estate Acquisition & Due Diligence

Commercial Financing & Lender Preparation

Business Valuation & M&A Advisory

Credit Building & Funding Readiness

Legal / Tax Structuring for Investments

Desired Funding Amount: *

How soon do you plan to pursue funding? *

Which of the following professionals or services are you currently working with? (Check all that apply) *

Are you currently a business owner? *

Industry *

Annual Revenue: *

Years in Business: *

Which type of transaction are you interested in? (Select Multiple). *

Acquiring an Existing Business

Merging with Another Company

Purchasing a Franchise

Investing as a Silent or Equity Partner

Target acquisition or Investment size:

Do you have experience with: (Select Multiple) *

Due Diligence / Business Valuation

Negotiations & Deal Structuring

Post-Acquisition Management

Would you like assistance with business valuation or M&A advisory? *

Do you have a business plan or financial projections prepared? *