Book A Free Strategy Call Focus on what is essential to be ready for your next chapter. FIRST NAME LAST NAME BUSINESS NAME BUSINESS EMAIL BUSINESS PHONE NUMBER PLEASE DESCRIBE YOUR BUSINESS IN ONE SENTENCE HOW LONG HAS YOUR BUSINESS OPERATED FOR? 0-4yrs5-25yrs26-49yrs50-100yrs100yrs + HOW MANY PEOPLE DO YOU EMPLOY? 1-56-2021-5051-100100+ DOES YOUR BUSINESS HAVE ANY DEBT? No Yes DO YOU HAVE ANY BUSINESS PARTNERS/INVESTORS IN YOUR BUSINESS? NoYes, 1.Yes, 2-5.Yes, 5+ HAVE YOU HAD YOUR BUSINESS VALUED IN THE PAST TWO YEARS? NoYes WHAT MOTIVATES EVERYONE IN YOUR BUSINESS THE MOST? Exploring, learning & trying new thingsAchieving financial successKnowing we are the bestKnowing we impact livesKnowing we are a key part of a movement WHAT DO YOU HOPE THE BUSINESS IS REMEMBERED FOR? Our ability to solve complex problemsThat we offer the best product or service people loveThe deep impact we have had on our customers livesOur connection with the customer community we have built WHAT PROMISE DOES YOUR BUSINESS MAKE TO CUSTOMERS AND DELIVER ON THAT YOUR COMPETITION FAILS AT? WHAT DO YOU FEEL IS THE MOST IMPORTANT PRODUCT/SERVICE YOUR BUSINESS OFFERS? WHAT IS THE OBSTACLE THAT, IF WE REMOVED IT, WOULD MAKE GROWING THE BUSINESS EASIER? Too many things take up my/my teams timeLack of key business connectionsNo one is ready to take over the business from meNot everyone is focused on whats importantCustomers are hard to closeCustomers are leaving and we don't know whyIt's hard to compete against bigger playersNot enough money to grow like we want DO YOU HAVE A CLEAR PLAN FOWARD TO GET BACK TO PRE-COVID PERFORMANCE? No Yes DO YOU HAVE A SIMPLE SYSTEM TO MEASURE SUCCESS IN THE BUSINESS? No Yes DO YOU WORK MORE IN OR ON THE BUSINESS? In (Customer Related Tasks) On (Strategic Tasks) WHAT MOST MOTIVATED YOU TO BECOME A BUSINESS OWNER? To Explore, Learn and Live My PassionTo Achieve Financial FreedomFamily InfluenceTo Make An ImpactTo Be More Around People I EnjoyTo Provide Opportunities For OthersTo Be My Own Boss WHAT DO YOU HOPE YOU ARE MOST REMEMBERED FOR IN THE BUSINESS? My ability to solve complex problems.My ability to innovate and deliver the best product or service people love.The impact I have made on others lives.My connection with the customer community and team we have built. IF YOU COULD ONLY DO ONE THING WITH YOUR LIFE RIGHT NOW, WHAT WOULD YOU DO? HOW WOULD YOU LIKE TO EXIT THE BUSINESS? Sell the business outrightSell part of the business, and continue to run it for the foreseeable futureLiquidate the business for its hard assetsHire or promote a leader to run your business day to day while maintaining business equityTransition your ownership to your childrenTransition your ownership to your management team WHAT IS A GOOD PROBLEM YOU WANT TO HAVE IN YOUR BUSINESS? Too many customersToo much money in the bankToo much time on my handsToo many talented and experienced people to lead the businessToo many opportunities to achieve our goalsToo many strategic partners wanting to work with us WHAT IS A CERTAINTY THAT, IF WE PROVIDE IT, WOULD MAKE YOUR NEXT CHAPTER EASIER? Having more time and energyKnowing the business and customers are in safe handsAchieving my magic financial numberMaking sure my legacy is continued and grownMaking sure I'm still important and valued in the business DO YOU FEEL YOUR DAY TO DAY INVOLVEMENT IN THE BUSINESS IS CRITICAL TO THE SUCCESS OF THE BUSINESS? No Yes WHEN BRINGING IN NEW OWNERS OR INVESTORS, WHAT ROLE WOULD YOU LIKE TO PLAY? LEADER - I still want to maintain control and lead the growth of the business for the foreseeable future.RECAPITALIZATION - I am willing to continue running the company and keep some of my equity in the business to enjoy a larger exit down the road.EARN OUT - I am willing to continue running the business after I sell my shares for the chance to achieve an additional payment if I achieve set future goals agreed with the acquirer.CONSULTANT - I am willing to be paid a fixed/hourly rate as an advisor to the new owners LENDER - I am willing to accept part of my sale proceeds overtime in the form of a loan I make to the buyer.- None of the above, I want out now. - Send