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1. Thank you for taking the time to help us better understand your concerns as a business owner by completing this brief survey.

All information you provide us will remain confidential.

WE WILL NOT CONTACT YOU UNLESS WE NEED FURTHER CLARIFICATION ON ONE OF YOUR RESPONSES.

Thank you for taking the time to help us better understand your concerns as a business owner by completing this brief survey. All information you provide us will remain confidential. WE WILL NOT CONTACT YOU UNLESS WE NEED FURTHER CLARIFICATION ON ONE OF YOUR RESPONSES. Name:
Email Address:
Phone Number:

2. When you began your business, you probably spent a significant time building strategies and planning. Do you find that you now spend the majority of your time working IN your business (day-to-day activities) or ON your business (planning for continued success)?

When you began your business, you probably spent a significant time building strategies and planning. Do you find that you now spend the majority of your time working IN your business (day-to-day activities) or ON your business (planning for continued success)? I work IN my business most of the time

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

I spend the appropriate amount of time on my business

Other (please specify)

3. Business owners often lose sleep over issues related to their business and the future. Which of these questions keep you awake at 2 o'clock in the morning staring at the bedroom ceiling? (check all that apply)

Business owners often lose sleep over issues related to their business and the future. Which of these questions keep you awake at 2 o'clock in the morning staring at the bedroom ceiling? (check all that apply) What if I don't want to do this anymore?

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

What if a key employee leaves?

What if cash flow does not 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 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 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 job title or relationship

5. We all set goals and objectives for our business, but issues often arise which prevent us from achieving the desired end result. We call these "road blocks." Please describe the "road blocks" that stand in the way of you achieving your business and professional goals.

We all set goals and objectives for our business, but issues often arise which prevent us from achieving the desired end result. We call these "road blocks." Please describe the "road blocks" that stand in the way of you achieving your business and professional goals.

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. A key employee is someone who cannot be replaced easily, someone whose combination of skills, experience and personality 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. A key employee is someone who cannot be replaced easily, someone whose combination of skills, experience and personality make them uniquely suited to bring value to your company. How many key employees do you currently have? 1

6 to 10

More than 10

Other (please specify)

8. In past surveys, business owners have identified a variety of unresolved problems. Please rate the following issues based on your level of concern:

	Very Concerned	Concerned	Somewhat Concerned	Not Concerned	N/A
Cash flow	*In past surveys, business owners have identified a variety of unresolved problems. Please rate the following issues based on your level of concern: Cash flow Very Concerned	Cash flow Concerned	Cash flow Somewhat Concerned	Cash flow Not Concerned	Cash flow 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 cash out of your business when the time comes	Unsure of how you will cash out of your business when the time comes Very Concerned	Unsure of how you will cash out of your business when the time comes Concerned	Unsure of how you will cash out of your business when the time comes Somewhat Concerned	Unsure of how you will cash out of your business when the time comes Not Concerned	Unsure of how you will 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
Minimizing taxes	Minimizing taxes Very Concerned	Minimizing taxes Concerned	Minimizing taxes Somewhat Concerned	Minimizing taxes Not Concerned	Minimizing taxes N/A
How would business continue if something happens to me?	How would business continue if something happens to me? Very Concerned	How would business continue if something happens to me? Concerned	How would business continue if something happens to me? Somewhat Concerned	How would business continue if something happens to me? Not Concerned	How would business continue if something happens to me? N/A
Buy / Sell Agreement does not contain all of the necessary elements (i.e. death, divorce, business dispute resolution, etc.)	Buy / Sell Agreement does not contain all of the necessary elements (i.e. death, divorce, business dispute resolution, etc.) Very Concerned	Buy / Sell Agreement does not contain all of the necessary elements (i.e. death, divorce, business dispute resolution, etc.) Concerned	Buy / Sell Agreement does not contain all of the necessary elements (i.e. death, divorce, business dispute resolution, etc.) Somewhat Concerned	Buy / Sell Agreement does not contain all of the necessary elements (i.e. death, divorce, business dispute resolution, etc.) Not Concerned	Buy / Sell Agreement does not contain all of the necessary elements (i.e. death, divorce, business dispute resolution, etc.) N/A

Other (please specify)

*1. Thank you for taking the time to help us better understand your concerns as a business owner by completing this brief survey.All information you provide us will remain confidential.WE WILL NOT CONTACT YOU UNLESS WE NEED FURTHER CLARIFICATION ON ONE OF YOUR RESPONSES.

2. When you began your business, you probably spent a significant time building strategies and planning. Do you find that you now spend the majority of your time working IN your business (day-to-day activities) or ON your business (planning for continued success)?

3. Business owners often lose sleep over issues related to their business and the future. Which of these questions keep you awake at 2 o'clock in the morning staring at the bedroom ceiling? (check all that apply)

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

5. We all set goals and objectives for our business, but issues often arise which prevent us from achieving the desired end result. We call these "road blocks." Please describe the "road blocks" that stand in the way of you achieving your business and professional goals.

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

8. In past surveys, business owners have identified a variety of unresolved problems. Please rate the following issues based on your level of concern:

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1. Thank you for taking the time to help us better understand your concerns as a business owner by completing this brief survey.

All information you provide us will remain confidential.

WE WILL NOT CONTACT YOU UNLESS WE NEED FURTHER CLARIFICATION ON ONE OF YOUR RESPONSES.