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Intake form
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Name
*
Email address
*
What type of business do you operate?
What stage is your business currently in?
Select
Startup
Growth
Established
Succession Planning
Transition
What are your primary goals for seeking our services?
Please select at least one option.
Accelerate growth
Find a partner
Secure a successor
Transition ownership
Enhance operations
What challenges are you currently facing?
What is your business's annual revenue range?
Select
Less than $100,000
$100,000 - $500,000
$500,000 - $1 million
$1 million - $5 million
Over $5 million
How many employees do you have?
Select
1-10
11-50
51-200
201-500
More than 500
What is your preferred method of communication?
Select
Email
Phone
In-person
Video Call
Please describe your ideal partner or successor.
Additional questions or comments
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