Your Information

Your Spouse

Employment History

Your Spouse's Employment

Other Information

Most people enter business ownership for a specific reason or outcome. In what order of priority would you say best describes you?

Financial Information

Assets

Liabilities

Liquid Capital is On Hand / Available — Usually includes Cash, Stocks, Bonds, Money Markets, etc.

We can and will discuss this further. Just a ball park figure is needed here.

Other

The ability to scale and lessen the workload over time will be discussed. This question is applicable to your current unique situation, though and very important to initial conversations.

The following are attributes of business. Please select the 3 that are CRITICAL to you, 3 that are IMPORTANT, and 3 that are NICE-to-HAVE. You can only select each category 3x. Must be distributed evenly across the 9 questions.

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