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BUSINESS ASSESSMENT

We Identify, assess and analyze the Key Performance Indicators vital to your business’s success. It is then we are able to tailor our strategy toward optimizing, securing and growing your business.

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First Name:
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Last Name:
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DOB
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E-mail address:
Your E-mail Address
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Phone Number
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City
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country
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Occupation
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Employer
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Are you a business owner
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  • Yes
  • No
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Name of business
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Business type
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  • non profit
  • 501c3
  • LLC
  • LLP
  • Corp
  • INC
  • other_____
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Age of business
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  • 1-3yr
  • 4-6yr
  • 7yr
  • or more
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City of incorporation
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Purpose of business
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% of ownership
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Employee retention rate
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Number of employees
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Gross revenue
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Net revenue
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Total active trades
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Business credit score
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Does your business have any assets
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  • No
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Total business debt
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Do you have any professional licenses
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Has your business been sued
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Explain How many years of business taxes have been filed . 2023, 2022,2021,2020 select all that apply
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Do you have business insurance
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  • Yes
  • No
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list types
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Are you or your business bonded
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  • Yes
  • No
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What are your two most important business goals
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What are 2 ways your business can improve
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Whats your annual client retention rate
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Whats your annual employee retention rate
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What business systems do you currently have in place
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What business processes do you currently have in place
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Are you selling your business
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