First Name *

Last Name *

Business Snapshot

What are your top goals for your life in energy, time for family, and annual income? *

What would it mean to you to have a business that fully serves those life goals?

What business do you currently have or want to build?

How long have you had it or been pursuing it?

How many employees or key contributors are involved and what is the employee structure (If applicable)?

What is your current organizational structure and your specific role?

What partnership or ownership arrangements exist, if any?

Business Desires

What are your goals for the business in revenue, profit, impact, and personal role in the next year?

What are your 10-year goals for the business and your life as the owner?

What specific opportunities or expansions do you see in the next 1 to 3 years?

What capabilities or key hires do you believe are essential to reach those goals?

Financial Transparency

Are your financial records current and available for review (if applicable)? We will be able to better diagnose if we can get your P & L.

Are there any outstanding debts, liabilities, or legal matters that could affect growth or valuation?

What percent of your revenue is going to occupancy or rent costs (If applicable)?

Strategic and Personal Fit

What do you believe are the biggest strengths of your business model?

Where do you see the greatest constraints or resistance to growth?

If you could free up more of your own time and energy, what would you do with it?

Financial Analysis

Current personal salary *

Personal salary goal in 5 years *

Monthly revenue *

Monthly Profit *

Monthly expenses YTD *

Marketing expenses YTD *

Payroll expenses YTD *

Rent expenses YTD *

Billing expenses YTD *

Number of locations *

Number of employees *

Verify Humanity