1.
Type of business
-- Please Select --
manufacturing
agriculture
service
retail
consulting
professional
marketing
other
2.
Length of Time in Business
-- Please Select --
0 - 2 Years
3 - 7 Years
8 - 12 Years
13 - 20 Years
21 Years or more
3.
Number of Generations in Business:
-- Please Select --
One
Two
Three
4.
Number of Family Members in Business:
-- Please Select --
1
2
3
4 or more
5.
Age of CEO/Business Leader:
-- Please Select --
30 or Under
31-40
41-50
51-55
56-60
Over 60
6.
Number of years to transition of leadership:
-- Please Select --
Less than 5
6-10
11-20
More than 20 years
7.
Succession Plan in place:
Yes
No
Partial
8.
Outlook for continuation of the business into the next generation:
Unknown
Likely
Unlikely
9.
Will the business leader be a family member?
Yes
No
Unknown
10.
What else would you like to add?
11.
If you'd like us to contact you for a consultation, please provide the following information:
First Name
Last Name
Title
Company Name
Email Address
Phone Number
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