Which best describes you? Business ownerDirector/ founder / employeeBusiness advisorEO partner / championPE supporter You can choose more than one.
What state does the business reside in? Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District Of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming
How many employees work for the business? 1-10 10-40 40-100 100-500 500+
How many years has the company been profitable? 1- 3 3-10 10-15 15+
What is the annual revenue of the business? Less than $500K $500K-$1M $1M-$2M Over $2M
What is the company’s budget for setup costs? Over $200K $30K to $75K None, the company can not afford setup costs
What is the company’s budget for annual maintenance costs? $25K+ $10K-$20K $5K None
Does the owner have a succession plan, and has a leadership team been identified? Yes Not yet, but it's in development No, the owner hasn't started
Which option would motivate the company's employees more? The employees are motivated by retirement benefits more than profit sharing The employees are motivated by profit-sharing more than retirement benefits
What are the long-term goals of the company? The owner is OK with the potential for the company to be sold down the road to an outside organization The owner has a strong desire NOT to have the business sold down the road to an outside organization
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