More About

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Name* This field is required.
First Name
Last Name
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Email* This field is required.
example@example.com
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What are the financial issues or obstacles you want to solve?Select all that apply & add your own
I feel burnt out and stressed; I want to make my business more efficient, so it can grow without adding more to my plate
Making financial decisions can be rough; I want a better process and better analysis to support decisions.
I know what’s going on in my business financially. What I have is good, but I think it could do better financially with more focused attention
I’m starting to think about selling the company, so I want to make the right moves to increase its value
I need help to get a bank loan to finance growth
I need help with raising equity financing
I don’t really understand the financial statements; I want to learn the lingo and be more on top of the numbers
I want to increase how much I pay myself
My business is always short on cash
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How much time and money do you think these problems cause your business each year?* This field is required.Seriously, put a number on it.
Time? (Hours spent by you or your team members that can be reduced)
Money? (consider direct expenses, increased labor, and lost income)
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On a scale of 1-10, How motivated are you to solve these problems?* This field is required.1 = eh ... 10 = I am burning with the motivation to solve this
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Choose One
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Is there anything else I should know before we meet?Feel free to share background information about the topic or issue you want to discuss so I can be prepared for our conversation.
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