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The Planned Exit™ Webinar Session Evaluation
Thank you for joining us today. Your feedback helps us continue to deliver sessions that are genuinely useful to you.
This evaluation is anonymous. Please answer as honestly as you can.
*
The Planned Exit™ Session Attended:
(Required.)
Session 1: The Exit You're Not Planning For
Session 2: Understanding Your Business Value Today
Session 3: The Three Legs of the Stool
Session 4: Building a Business That Runs Without You
Session 5: Culture as a Competitive Advantage and a Value Driver
Session 6: Profitability That Attracts Buyers
Session 7: Your Exit Options — Five Paths to Consider
Session 8: The M&A Process: What Really Happens When You Sell
Session 9: Your Advisory Team — Who You Need and When
Sessions 10: The Personal Side of Exit: Life After the Business
Sessions 11: Estate Planning, Taxes, and Protecting the Harvest
Sessions 12: Building Your FarovaRoadmap™: Your Personalized Exit Plan
SECTION 1 - Session Quality
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Overall quality of today's session
(Required.)
Poor
Below Average
Fair
Good
Very Good
Excellent
Poor
Below Average
Fair
Good
Very Good
Excellent
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Relevance of the content to your business
(Required.)
Poor
Below Average
Fair
Good
Very Good
Excellent
Poor
Below Average
Fair
Good
Very Good
Excellent
*
Clarity and ease of understanding
(Required.)
Poor
Below Average
Fair
Good
Very Good
Excellent
Poor
Below Average
Fair
Good
Very Good
Excellent
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Practical usefulness — content I can apply immediately
(Required.)
Poor
Below Average
Fair
Good
Very Good
Excellent
Poor
Below Average
Fair
Good
Very Good
Excellent
*
Quality of the presenter's delivery and pacing
(Required.)
Poor
Below Average
Fair
Good
Very Good
Excellent
Poor
Below Average
Fair
Good
Very Good
Excellent
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Value compared to time invested
(Required.)
Poor
Below Average
Fair
Good
Very Good
Excellent
Poor
Below Average
Fair
Good
Very Good
Excellent
SECTION 2 — Key Takeaways
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What is the single most valuable thing you learned or are taking away from today's session?
(Required.)
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What specific action will you take in the next 7 days as a result of today's session?
(Required.)
*
Was there a topic you expected to be covered that wasn't?
(Required.)
SECTION 3 — Format and Delivery
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How did you attend today's session?
(Required.)
Live via Zoom
Recording / on-demand
First time attending
Returning attendee
*
How did you hear about this webinar series?
(Required.)
Email invitation
LinkedIn
Referral from a colleague
Referral from my advisor/CPA
Guiding Light Strategic Business Advisory website
Guiding Light Strategic Business Advisory Newsletter
ZoomInfo outreach
Other (please specify)
*
How would you rate the session length?
(Required.)
Too short — I wanted more
Just right
Too long
I had to leave early
*
Any feedback on the format, platform, or delivery experience?
(Required.)
SECTION 4 — Topics You'd Like to See
We want to build programming that directly addresses what matters most to you. Please be as specific as possible.
*
The Planned Exit™ — topics you'd like to see covered (check all that apply):
(Required.)
How businesses are valued
Increasing business value before a sale
Reducing owner dependency
Exit path options (sale, ESOP, family transfer)
The M&A transaction process
Due diligence preparation
Deal structure and tax implications
Estate planning around a business sale
Personal planning for life after exit
Building an advisory team
Managing the emotional side of exit
Other (please specify)
SECTION 5 — About You (Optional — Helps Us Tailor Future Sessions)
You don't have to complete this section — but it helps us build better sessions.
Industry / Type of business:
Approximate annual revenue:
What best describes your role?
Business owner / CEO
Key executive / leadership team
Business advisor / consultant
CPA / accountant / attorney
Financial planner / wealth manager
Other (please specify)
What is your current planning horizon for exit or transition?
No immediate plans — building for the long term
1–3 years
3–5 years
5–10 years
Already in the process
Not applicable
SECTION 6 — Next Step
Would you like to schedule a complimentary 45-minute Discovery Call?
This is a personal conversation about your business — not a sales call. We talk about where you are, where you want to go, and whether working together makes sense.
Yes — please reach out to me
Maybe — not yet
No thank you
If Yes, preferred contact method and best time to reach you:
