Questionaire

Application Questionnaire

We would love learn more about your business and see how we can best help you. Please fill out this form and we will get in touch with you.

First A Few Basics
The Business Name:
Your name
FirstLast
Your email
Your contact number:
Business Plan
What is your ultimate goal for your business?*
Do you have a written business plan? YES/NO
Have you looked at it lately? YES/NO
Does it still meet your end vision/goal? YES/NO
Would you like assistance to making the business plan a living measurable document for your business? YES/NO
Where do you want the business to be in the next three years?
Where do you see yourself in the next three years (personal goal)?
Are you using all your resources effectively? Would you know if you weren’t? How?
Money
If you had $5million right now what would you do with the business?
What would you do for yourself?
If you could pay yourself whatever you needed how would your own plans change?
Are your business and personal financials up to date?
Do you understand your financials and what they tell you?
Do you know how to monitor the performance of your business through your financials?
Your Industry
What are the opportunities?
What are your competitors doing?
Your Team
Do you have more than one shareholder? YES/NO
Are any of the shareholders looking to exit? YES/NO
Is there a shareholders agreement? YES/NO
What is the management team like? EXPERIENCED/NEW/MIXED
How important is retention of your current team?VERY IMPORTANT/IMPORTANT/NOT IMPORTANT
Are they interested in ownership of the business? YES/NO
Stress
What is worrying you right now?
Do you have any bank/creditor/tax/money worries? What are they?
Anything else
Is there anything else you feel it is important to share?

Questionaire

Application Questionnaire

First A Few Basics

Business Plan

Money

Your Industry

Your Team

Stress

Anything else

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