“Profit is like oxygen – your business can’t hold its breath very long without it.” - Greg Crabtree

Please answer all questions the best you can. This is an additional resource for us to learn about you and how you feel about various aspects of your business. We will not specifically be addressing each and every question during the session however each answer will be instrumental in how we view and communicate your data. 

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* 1. Name

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* 2. Company Name

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* 3. Revenue

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* 4. # of employees

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* 5. Accounting/Timekeeping System

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* 6. # of locations

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* 7. #of divisions

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* 8. What are your result expectations in working with the Simple Numbers Consulting team?

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* 9. If there is more than one proprietor of the business, please explain the basis upon which profit is shared

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* 10. To go along with the previous question - if there is more than one proprietor of the business, please explain the basis upon which salary is shared

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* 11. What are your biggest pain points in your business

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* 12. What does your ideal client look like

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* 13. Does the company have an internal marketing team?

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* 14. Does the company use an outside resource for marketing support?

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* 15. Briefly explain the company's marketing strategy

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* 16. What duties do each owner perform as part of their job i.e. just CEO or CEO & Sales, COO & Finance, etc?

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* 17. If you are the CEO, do you consider yourself an operations-focused CEO or a sales-focused CEO? Please explain

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* 18. In its present state, how would you rate the effectiveness and structure of your team? (1 being the less effective and 10 being highly effective). Please explain.

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* 19. As a business owner, what financial reports are you seeing on a regular basis that keep you informed of your current and future financial situation? Please explain.

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* 20. As a business owner, what do you feel that the market is not providing you? (This can be anything):

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* 21. If you had to start your business again from scratch, what would you do differently with the benefit of hindsight?

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* 22. If someone were to come to you today and offer to buy your business, how much would you sell it for and why? 

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* 23. Imagine, if you will, that it is 5 years from now and you’re describing your business to someone. What would you like to be saying about it?

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* 24. Please provide any additional information that you feel would be beneficial for us to know.

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