1. When do you plan to exit/transition your ownership to your family, key employee(s) or a third party?
Friday 1 year 2 years 3 years 4-6 years 7-9 years 10+ years
2. When is the last time you receive an official valuation of your company?
Withing the past 12 months 12-24 months 24-36 months 36-48 months 48-60 months Over 5 years ago Never had an appraisal completed
3. If you've never had a valuation completed and cost was an issue, would you be more likely to get one completed if it cost you only $1,500
Yes No N/A
4. When was the last time your had your financial needs analysis updated?
Within the past 12 months 12-24 months 24-36 months 36-48 months 48-60 months Over 5 years ago Never had an appraisal completed
5. Have you coordinated a meeting with all of your advisors together to discuss your exit goals and objective?
6. If we could, at a minimum( through a combination of tax savings adn increased business value) cover our cost for our services. how much would you be willing to pay us?
$10,000 - $25,000 $25,000 - $40,000 $40,000 - $55,000 $55,000 - $80,000 $80,000+