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1. What industry does your business operate in?

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2. What is your company's annual revenue range?

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3. How many employees does your business have?

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4. Where are you currently in your business transition planning?

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5. What steps have you already taken to prepare your business for a transition? Select all that apply.

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6. What is your ideal timeline for transitioning your business?

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7. What are the biggest challenges you face in preparing for a transition? Select up to 3.

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8. What are your biggest concerns regarding business transition? Select up to 3.

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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.

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10. Have you had your business valued in the last 5 years?

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11. Do you currently have a team of advisors helping you plan your transition? Select all that apply.

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12. How do you plan to transition your business?

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13. If selling, what type of buyer are you most interested in?

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14. Have you considered an Employee Stock Ownership Plan (ESOP) or direct employee ownership as an exit strategy?

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15. What aspects of transition planning would you like the panel to focus on most? Rank your top 3, with 1 being most important.

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16. What specific concerns do you have about life after the transition?

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17. How do you plan to use the proceeds from the transition? Select all that apply.

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18. Are there any specific questions you would like addressed during the seminar?

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