Are you ready for change?

Client Business Information Collection Form

Please fill out this form and we will contact you shortly. Be detailed. We are your trusted consultants and all information is and will remain confidential. Our advice is only as good as the information we collect.

Name(Required)
This field is hidden when viewing the form
Home Address(Required)
Business Location Address(Required)
Business Billing Address if Different from Above
MM slash DD slash YYYY
Be specific and detailed.

Motivation – Why Do You Do This (Quality of Life)

This is an important section. One of the most important parts of a small business consultant engagement is understanding what motivates our clients and tailoring our systems and processes to align with you as well as your business.
Please enter a number from 1 to 10.
Be specific, use examples.
Be specific, use examples
Please enter a number from 1 to 10.
Be Specific, use examples
Please enter a number from 1 to 120.

Financial History Data

Please be accurate.
Direct labor is labor that is hired and utilized directly for producing your goods or services and may rise or fall based on the amount of business you have. If you never increase or decrease and treat all employees as permanent, then this labor cost should be placed below in fixed expenses.
This is all company labor, including owner’s salary, NOT included in direct labor above.
This is all expenses not including labor. Exclude depreciation and interest expenses.

Debt

List each loan or debt company has on a separate line with the loan name, total amount of loan, amount left on loan, and length of loan.
Total debt payments including interest.

Tax Information & Bank Statements

Drop files here or
Max. file size: 1 GB.
    Upload your latest company tax return and accompanying documents.
    Drop files here or
    Max. file size: 1 GB.
      Upload your last 12 months bank statements.

      What happens now?

      Please be thorough and honest with your answers. We can’t help you if we are in the dark. We will respond back to your submission with the next steps. You have obligated your self to nothing, except an honest initial assessment from us.