Modern Financial Services Company

Business Owner Contact

Full Name * Email Address * Phone Number Business Name Business Address

Business Structure

Current business structure — Select one — Sole Proprietorship LLC S-Corporation C-Corporation Partnership Nonprofit Not yet formed Years in operation Number of owners / partners Are you considering changing your structure? — Select one — Yes No Unsure If yes, what structure are you considering?

Business Goals & Needs

What brings you in today? Check all that apply.

Please describe your primary goal(s)

Financial Snapshot

Approximate annual revenue — Select range — Under $50k $50k – $100k $100k – $250k $250k – $500k $500k – $1M $1M – $5M $5M+ Number of employees (including owners) Does your business carry debt? — Select one — Yes No If yes, brief description

Existing Documents

Do you have an Operating Agreement / Bylaws? — Select one — Yes No Yes, but needs update Do you have a Buy-Sell Agreement? — Select one — Yes No Do you have a Succession / Exit Plan? — Select one — Yes No In progress Additional notes about existing documents

Succession & Exit Planning

What is your desired timeline for exit / transition? — Select one — 1–3 years 3–5 years 5–10 years 10+ years Not currently planning Have you identified a successor? — Select one — Yes — family member Yes — key employee Yes — partner / co-owner Yes — third party No If yes, who?

Your Business Vision

What does success look like for your business in 5 years? What is your biggest business challenge right now? What support would be most helpful right now?

Additional Information

Anything else we should know about your business or planning goals?