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Revive: Business Transformational Intake Form

Thank you for your interest in Revive: Business Transformation Workshops, a 12-week program designed to understand what might be holding you back, revive your business, and develop an action-oriented plan to achieve a prosperous and rewarding future.

This program is offered as a joint venture between two successful Bermuda-based financial services firms: Abacus, Ltd. and Fusion4Business.

It is our goal to selectively invite only those businesses who are 100% committed to the growth and revitalization of their businesses and who will be active and engaged participants in the program. Please complete this confidential assessment to determine if this program is right for you and your business.

1.Please share your contact information with us:(Required.)

Name

Company

Email Address

Phone Number

3.How many years have you been in business?(Required.)

4.Do you consider your business to be as profitable as it can be?(Required.)

Yes

Other (please specify)

5.How willing are you to invest in yourself and your business at this time?(Required.)

Not Very

Extremely

6.Are you able to provide financials for the last 3 years?(Required.)

Yes

Other (please specify)

7.Where are you in the business continuum?(Required.)

Beginning

Struggling (in business a while)

Doing well but can improve

Know things aren't going as they should

Working toward or ready to retire/sell business

Other (please specify)

8.Preferred structure of assistance:(Required.)

Willing to work in a group setting

Prefer to work one on one

9.Is there any information about your business that you wish to share?(Required.)

10.Where are you looking for your business to go long term?(Required.)

Setting up business to be a family legacy

Looking for business to be a retirement plan (sell)

Other (please specify)

11.Are you interested in the entire 12-week program or individual modules?(Required.)

Entire 12-week program

Individual modules

12.If you are interested in individual modules, which are you considering (choose all that apply)?

MODULE 1 – Client Needs Analysis (2 Sessions)

MODULE 2 – Objective Priorities (1 Session)

MODULE 3 – Deep Dive/KPI (3 Sessions) – Some prerequisites & documents required to qualify

MODULE 4 – Strategic Plan (2 sessions) – Requires Completion of Module 2

13.What are you hoping to learn from this program?(Required.)

14.Please share any thoughts or questions that you may have for us.(Required.)

15.Do you work with any financial business professionals now?(Required.)

Yes