First Name *

Last Name *

Website *

What are the intentions of the current management team post-transaction? *

The entire team plans to retire

Some members plan to retire; other may stay on

The full team is willing to stay on for a transition period

The full team plans to remain long-term

Have you developed or identified a next generation of leadership within the company? *

Yes - we have a strong internal successor or team in place

Somewhat - certain roles have potential successor

No - we have not actively developed internal successors

Does your business rely heavily on a small number of clients? *

Yes - One client represents more than 25% of revenue

Yes - Top three clients represent more than 50% of revenue

No - we have a well-diversified client base

Not sure

Do you know your previous year revenue and year-to-date estimated revenue?

Previous calendar year Gross Revenue *

What are your current year revenue expectations? *

Lower than previous year

Same as previous year

Higher than previous year

How certain are you of these numbers? *

These are estimates

These figures have been reviewed with our accountant or CFO

We are not sure of these figures yet (ballpark numbers)