What's Your Business Actually Worth? - Pre-Event Survey Question Title * 1. What industry does your business operate in? Manufacturing Professional Services Healthcare Retail Construction / Real Estate Technology Other (please specify) Question Title * 2. What is your company's annual revenue range? Less than $1M $1M - $5M $5M - $10M $10M - $50M More than $50M Question Title * 3. How many employees does your business have? 1-10 11-50 51-200 201-500 500+ Question Title * 4. Where are you currently in your business transition planning? Just starting to think about it Actively planning within the next 3-5 years In the process of selling or transitioning Already completed a transition No plans to transition in the foreseeable future Question Title * 5. What steps have you already taken to prepare your business for a transition? Select all that apply. Conducted a formal business valuation Hired a CFO or financial advisor to assist in transition planning Engaged legal and tax advisors for succession planning Documented key business processes and roles Established an internal succession plan Not started yet Question Title * 6. What is your ideal timeline for transitioning your business? Within the next 12 months 1-3 years 3-5 years 5+ years No timeline yet, just exploring options Question Title * 7. What are the biggest challenges you face in preparing for a transition? Select up to 3. Identifying and grooming a successor Obtaining an accurate business valuation Understanding legal and tax implications Finding the right buyer or strategic partner Ensuring a smooth transition for employees and customers Managing financial expectations and retirement planning Other (please specify) Question Title * 8. What are your biggest concerns regarding business transition? Select up to 3. Business valuation and maximizing sale price Finding the right buyer or partner Understanding tax implications Structuring the deal for financial security Ensuring my employees are taken care of Preparing myself for life after transition Other (please specify) Question Title * 9. What qualities or criteria are most important to you in a potential buyer or successor? Rank your top 3, with 1 being most important. Question Title * 10. Have you had your business valued in the last 5 years? Yes, formally by a certified professional Yes, informally through a rough estimate No, but I plan to No, and I don't plan to Question Title * 11. Do you currently have a team of advisors helping you plan your transition? Select all that apply. Business CFO or financial strategist Tax or wealth advisor Business valuation expert M&A consultant or broker Attorney No, but I'm looking to build a team Question Title * 12. How do you plan to transition your business? Selling to a third party Passing it on to family members Transitioning to employees (e.g., ESOP, cooperative) Merging with another business Unsure at this time Question Title * 13. If selling, what type of buyer are you most interested in? Private equity firm Strategic industry buyer Family members Employees (ESOP or other ownership structures) Open to any qualified buyer Unsure at this time Question Title * 14. Have you considered an Employee Stock Ownership Plan (ESOP) or direct employee ownership as an exit strategy? Yes, I am actively exploring it Yes, but I need more information No, I prefer a different transition method I am not familiar with this option Question Title * 15. What aspects of transition planning would you like the panel to focus on most? Rank your top 3, with 1 being most important. Question Title * 16. What specific concerns do you have about life after the transition? Question Title * 17. How do you plan to use the proceeds from the transition? Select all that apply. Retirement and personal investments Starting another business or investing in new ventures Philanthropic activities or charitable giving Supporting family members Other (please specify) Question Title * 18. Are there any specific questions you would like addressed during the seminar? Done