Supplemental Business Profile

This is the form that I use to make sure that I have all of your relevant business information in one place. Please fill in as much as possible or is pertinent to our work together.

Instructions:

Please type your response to each question by placing your cursor in the space following each heading, before clicking the submit button. Thanks!

Name *

First

Last

Email *

Business Name *

1. Please tell me about your business:

a. year company started

b. ownership

c. affiliated businesses?

d. number of employees

e. any family members?

f. Types of products/services:

g. customers/target market:

h. sales volume/yearly revenue

i. trend in sales

j. what are you projecting for sales this year:

k. % growth?

l. Are there any cash flow issues?

2. How do you market for new customers?

3. How do you maintain existing ones?

4. Why would I do business with you vs. your competitor? (competitive advantage)

5. What are the primary strengths of your company?

6. What are the major weaknesses of your company?

7. How did you become involved in the business?

8. What do you like about this business?

9. What don’t you like about your business?

10. Do you have a vision for your business?

11. What type of business planning procedures do you use? Are they in writing?

12. Tell me about your personal goals:

a. Income desired

b. net worth

c. time spent working

d. vacation & retirement plans

13. Do you have any succession plans/exit strategy?

14. How are you protecting against the loss of a key employee?

15. Whom do you meet with now to act as a sounding board?

16. What specific issue or opportunity would you like to address first?

17. How will you know when it is resolved or reached?

18. 16. Any other information that you would like to share?

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