Business Fact Finder

Business Fact Finder

Fill out this form so that we can get to know you and your business better. We work with small and medium sized commercial businesses on a daily basis. We hope we can become your partner and help you with reaching your business goals. 

Business Information:

Once you’ve completed this assessment, our advisor will reach out to you to discuss ways we can assist you in reaching your goals.

Business Organization

Professional Advisors:

Owners/Key Employees
Names Ages/DOB Ownership% Personal Tax Bracket % Total Annual Compensation $ % of Debt Attributable % of Profits Attributable

As a business owner, I'm concerned about (check all that apply):

How important is each of the following considerations?

Are you interested in an informal Business Valuation?

Book value information:

Valuation method information: