Business Owner Survey

Thank you for taking the time to help us better understand the private business community. All information you provide us including your email address will be kept confidential. WE WILL NOT CONTACT YOU UNLESS WE NEED FURTHER CLARIFICATION ON ONE OF YOUR ANSWERS.

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1. Please provide us with the information requested below:

Please provide us with the information requested below: Name:
Company:
State:
Email Address:
Phone Number:

2. Many business owners do a great job of thinking strategically, even when they are putting out fires. Do you find that you spend the majority of your time working IN your business (day-to-day activities) or ON your business (strategic planning and activities)?

Many business owners do a great job of thinking strategically, even when they are putting out fires. Do you find that you spend the majority of your time working IN your business (day-to-day activities) or ON your business (strategic planning and activities)? I work IN my business most of the time.

I spend some time working ON my business...but not enough.

I spend an appropriate amount of time working ON my business.

Comments

3. Business owners often lose sleep over issues related to their business and the future. Which of these questions, if any keep you awake at night?

Business owners often lose sleep over issues related to their business and the future. Which of these questions, if any keep you awake at night? What if I don't want to do this anymore?

What if something happens to me? What happens to my family, my employees and or my business?

What if a key employee leaves?

What if cash flow turns negative, or is negative and doesn't improve?

Other (please specify)

4. The "job" of business owner is often a lonely position. We need people to share ideas and discuss issues. When you need or want business advice, to whom do you turn?

The "job" of business owner is often a lonely position. We need people to share ideas and discuss issues. When you need or want business advice, to whom do you turn? My attorney

My CPA

A business peer

A business advisor

A relative

Someone else

If someone else, please specify relationship

5. Sometimes the goals and or objectives we set are postponed by something else that might get in the way and keeps us from achieving an end result we want. We call these issues "roadblocks". Please describe any "roadblocks" that stand in the way of you achieving your goals or outcomes.

Sometimes the goals and or objectives we set are postponed by something else that might get in the way and keeps us from achieving an end result we want. We call these issues "roadblocks". Please describe any "roadblocks" that stand in the way of you achieving your goals or outcomes.

6. Please briefly describe the single most pressing issue facing your business right now.

Please briefly describe the single most pressing issue facing your business right now.

7. A key employee is defined as a person who contributes significant value to your company. This person is someone who cannot be replaced easily and has a combination of skills, experience and personality that make them uniquely suited to bring value to your company. How many key employees do you currently have?

A key employee is defined as a person who contributes significant value to your company. This person is someone who cannot be replaced easily and has a combination of skills, experience and personality that make them uniquely suited to bring value to your company. How many key employees do you currently have? 1

2

3

4

5

6 to 10

More than 10

Comments

8. The following are a group of areas many private business owner like yourself might have as challenges. Please rate the following based on your personal level of concern.

	Very Concerned	Concerned	Somewhat Concerned	Not Concerned	N?A
Cash flow	*The following are a group of areas many private business owner like yourself might have as challenges. Please rate the following based on your personal level of concern. Cash flow Very Concerned	Cash flow Concerned	Cash flow Somewhat Concerned	Cash flow Not Concerned	Cash flow N?A
Sales	Sales Very Concerned	Sales Concerned	Sales Somewhat Concerned	Sales Not Concerned	Sales N?A
Employee Morale	Employee Morale Very Concerned	Employee Morale Concerned	Employee Morale Somewhat Concerned	Employee Morale Not Concerned	Employee Morale N?A
Unsure of how you will exit and cash out of your business when the time comes	Unsure of how you will exit and cash out of your business when the time comes Very Concerned	Unsure of how you will exit and cash out of your business when the time comes Concerned	Unsure of how you will exit and cash out of your business when the time comes Somewhat Concerned	Unsure of how you will exit and cash out of your business when the time comes Not Concerned	Unsure of how you will exit and cash out of your business when the time comes N?A
Loss of Key Employees	Loss of Key Employees Very Concerned	Loss of Key Employees Concerned	Loss of Key Employees Somewhat Concerned	Loss of Key Employees Not Concerned	Loss of Key Employees N?A
Cost of your benefits program	Cost of your benefits program Very Concerned	Cost of your benefits program Concerned	Cost of your benefits program Somewhat Concerned	Cost of your benefits program Not Concerned	Cost of your benefits program N?A
Minimizing personal and corporate taxes	Minimizing personal and corporate taxes Very Concerned	Minimizing personal and corporate taxes Concerned	Minimizing personal and corporate taxes Somewhat Concerned	Minimizing personal and corporate taxes Not Concerned	Minimizing personal and corporate taxes N?A
Not having a continuation or disaster plan in place if you can't continue to work	Not having a continuation or disaster plan in place if you can't continue to work Very Concerned	Not having a continuation or disaster plan in place if you can't continue to work Concerned	Not having a continuation or disaster plan in place if you can't continue to work Somewhat Concerned	Not having a continuation or disaster plan in place if you can't continue to work Not Concerned	Not having a continuation or disaster plan in place if you can't continue to work N?A
Either don't have or have an incomplete buy/sell plan	Either don't have or have an incomplete buy/sell plan Very Concerned	Either don't have or have an incomplete buy/sell plan Concerned	Either don't have or have an incomplete buy/sell plan Somewhat Concerned	Either don't have or have an incomplete buy/sell plan Not Concerned	Either don't have or have an incomplete buy/sell plan N?A

Other (please specify)

Business Owner Survey
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1. Default Section

*
1. Please provide us with the information requested below:

2. Many business owners do a great job of thinking strategically, even when they are putting out fires. Do you find that you spend the majority of your time working IN your business (day-to-day activities) or ON your business (strategic planning and activities)?

3. Business owners often lose sleep over issues related to their business and the future. Which of these questions, if any keep you awake at night?

4. The "job" of business owner is often a lonely position. We need people to share ideas and discuss issues. When you need or want business advice, to whom do you turn?

5. Sometimes the goals and or objectives we set are postponed by something else that might get in the way and keeps us from achieving an end result we want. We call these issues "roadblocks". Please describe any "roadblocks" that stand in the way of you achieving your goals or outcomes.

6. Please briefly describe the single most pressing issue facing your business right now.

8. The following are a group of areas many private business owner like yourself might have as challenges. Please rate the following based on your personal level of concern.

Business Owner SurveyExit this survey

1. Default Section

*1. Please provide us with the information requested below:

2. Many business owners do a great job of thinking strategically, even when they are putting out fires. Do you find that you spend the majority of your time working IN your business (day-to-day activities) or ON your business (strategic planning and activities)?

3. Business owners often lose sleep over issues related to their business and the future. Which of these questions, if any keep you awake at night?

4. The "job" of business owner is often a lonely position. We need people to share ideas and discuss issues. When you need or want business advice, to whom do you turn?

5. Sometimes the goals and or objectives we set are postponed by something else that might get in the way and keeps us from achieving an end result we want. We call these issues "roadblocks". Please describe any "roadblocks" that stand in the way of you achieving your goals or outcomes.

6. Please briefly describe the single most pressing issue facing your business right now.

8. The following are a group of areas many private business owner like yourself might have as challenges. Please rate the following based on your personal level of concern.

Business Owner Survey
Exit this survey

*
1. Please provide us with the information requested below: