Which areas concern you most right now?

Ownership & Continuity - Deep Dive

Help us understand more about your business.

Number of Owners

Ages of Owners

Ownership & Continuity - possible concerns

Concern level: Worried about disputes with partners/family if an owner exits or passes?

When do you expect any owner to retire, exit, or significantly reduce involvement in the business?

Within the next 2 years

In 2–5 years

In 5–10 years

No plans yet / not sure

Key Person - Problem Awareness

Does your business rely heavily on one or a few people for a large share of revenue, clients, or critical operations?

I prefer predictable returns and stability

I can accept some fluctuation for more growth potential

I’m comfortable with significant market risk for higher returns

Not sure / it depends

Do you have key person life insurance coverage today?

Losing money (downside risk)

Not growing enough to reach my goals

Balancing both equally

Key Person Details

Who are your key people and what percentage of revenue or critical functions do they handle?

If you lost your top performer(s) tomorrow, what's your best estimate of the time and cost to replace them?

Mostly essential needs (housing, food, healthcare)

A mix of essential and discretionary

Mostly discretionary / extra lifestyle

Still figuring it out

Growth & Liquidity - Problem Awareness

How easy is it to fund growth opportunities or equipment without draining your cash reserves?

Very easy (rarely a problem)

Somewhat easy (occasional friction)

Difficult (major constraint)

Very difficult (limits our plans)

Do you currently use life insurance cash value or policy loans to fund business needs?

Yes

Not familiar with this

Owner/Executive - Problem Awareness

Are you concerned about retirement income or estate taxes potentially forcing a sale of the business?

Very concerned

Somewhat concerned

A little concerned

Not concerned / haven't thought about it

Do you have non-qualified executive benefits or deferred compensation for yourself or key team?

Yes, we have a plan in place

No, but interested in learning more

No, not familiar with this

No, not interested

Full Name

Email *

Phone *

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Let's gather some business details.

Which areas concern you most right now?

Ownership & Continuity - Problem Awareness

Ownership & Continuity - Deep Dive

Ownership & Continuity - possible concerns

Key Person - Problem Awareness

Key Person Details

Growth & Liquidity - Problem Awareness

Growth & Liquidity - Qualification

Owner/Executive - Problem Awareness

Owner/Executive - Qualification

Entity Details