Yes

No

If No, please request that the owner completes this questionnaire.

Less than 2 years

2 - 5 years

5 - 10 years

10+ years

$0 - $300,000

$300,000 - $600,000

$600,000 - 1,000,000

$1 - 2 million

$2million +

I am working too many hours and am so busy I don't have any time to work on growing my business the way I'd like to

I can't find the right staff to do the job properly and end up doing a lot of the work myself

I'm overwhelmed by the level of emails, phone calls, meetings, demands on me coming from clients and staff

I want to know what technology I should be using to become as efficient as we can in producing work and serving clients in better ways

I want to grow my business and I just want to know the best way of doing so that doesn't mean me working more hours or any harder to achieve that growth

My business is growing fast and I need to make sure the systems and processes keep up with the growth

I really need to find new clients and / or new business to continue growing my business

I want to and am ready to acquire other firms to grow my business

I want to sell my firm

I want someone to tell me what I need to fix and keep me accountable to taking action

1 - Not ready at all, just too busy, cash flow is too tight and I won't be able to give this any attention.

2

3

4

5 - cannot be selected

6

7

8

9

10 - Fully invested in growing my business, I'm coachable & I am open to taking advice