Your Name
*
Mr.
Mrs.
Miss.
Prefix
First Name
Last Name
Contact Number
*
Please enter a valid phone number.
Email Address
*
example@example.com
Corporate Title
*
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Company Information
Company Name
*
Industry
*
Please Select
Accommodation
Administration of Economic Programs
Administration of Environmental Quality Programs
Administration of Housing Programs, Urban Planning, and Community Development
Administration of Human Resource Programs
Administrative and Support Services
Air Transportation
Ambulatory Health Care Services
Amusement, Gambling, and Recreation Industries
Animal Production and Aquaculture
Apparel Manufacturing
Beverage and Tobacco Product Manufacturing
Broadcasting and Content Providers
Building Material and Garden Equipment and Supplies Dealers
Chemical Manufacturing
Clothing, Clothing Accessories, Shoe, and Jewelry Retailers
Computer and Electronic Product Manufacturing
Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services
Construction of Buildings
Couriers and Messengers
Credit Intermediation and Related Activities
Crop Production
Educational Services
Electrical Equipment, Appliance, and Component Manufacturing
Executive, Legislative, and Other General Government Support
Fabricated Metal Product Manufacturing
Fishing, Hunting and Trapping
Food and Beverage Retailers
Food Manufacturing
Food Services and Drinking Places
Forestry and Logging
Funds, Trusts, and Other Financial Vehicles
Furniture and Related Product Manufacturing
Furniture, Home Furnishings, Electronics, and Appliance Retailers
Gasoline Stations and Fuel Dealers
General Merchandise Retailers
Health and Personal Care Retailers
Heavy and Civil Engineering Construction
Hospitals
Insurance Carriers and Related Activities
Justice, Public Order, and Safety Activities
Leather and Allied Product Manufacturing
Lessors of Nonfinancial Intangible Assets (except Copyrighted Works)
Machinery Manufacturing
Management of Companies and Enterprises
Merchant Wholesalers, Durable Goods
Merchant Wholesalers, Nondurable Goods
Mining (except Oil and Gas)
Miscellaneous Manufacturing
Monetary Authorities-Central Bank
Motion Picture and Sound Recording Industries
Motor Vehicle and Parts Dealers
Museums, Historical Sites, and Similar Institutions
National Security and International Affairs
Nonmetallic Mineral Product Manufacturing
Nursing and Residential Care Facilities
Oil and Gas Extraction
Paper Manufacturing
Performing Arts, Spectator Sports, and Related Industries
Personal and Laundry Services
Petroleum and Coal Products Manufacturing
Pipeline Transportation
Plastics and Rubber Products Manufacturing
Postal Service
Primary Metal Manufacturing
Printing and Related Support Activities
Private Households
Professional, Scientific, and Technical Services
Publishing Industries
Rail Transportation
Real Estate
Religious, Grantmaking, Civic, Professional, and Similar Organizations
Rental and Leasing Services
Repair and Maintenance
Scenic and Sightseeing Transportation
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Social Assistance
Space Research and Technology
Specialty Trade Contractors
Sporting Goods, Hobby, Musical Instrument, Book, and Miscellaneous Retailers
Support Activities for Agriculture and Forestry
Support Activities for Mining
Support Activities for Transportation
Telecommunications
Textile Mills
Textile Product Mills
Transit and Ground Passenger Transportation
Transportation Equipment Manufacturing
Truck Transportation
Utilities
Warehousing and Storage
Waste Management and Remediation Services
Water Transportation
Web Search Portals, Libraries, Archives, and Other Information Services
Wholesale Trade Agents and Brokers
Wood Product Manufacturing
Other
*Select other is industry not listed
If other, please input
Year Founded
*
-
Month
-
Day
Year
Date Picker Icon
Brief description of your company
*
Where does your company operate geographically?
*
Locally
Regionally
Nationally
Internationally
Globally
Annual Financial Performance (enter $0 for any cells prior to business formation)
*
2021
2022
2023
2024 - Est
Revenue ($MM)
EBITDA ($MM)
How many people are involved in the company's major decision-making events?
*
May include owners + key management
How many equity owners does the company have?
*
Only include those with 5% or greater ownership share
What percentage equity do you own in the company?
*
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Strategic Growth Context
Describe your preparedness for the upcoming seasons of growth in the business
Have you ever acquired a company before?
*
No
Yes, one
Yes, multiple
Have you ever sold a company before?
*
No
Yes, one
Yes, multiple
Who would you most want to own your business 5 years from now?
*
Myself / status quo
A family member / child
A current manager / group of managers
My employees
Private equity
Strategic buyer / a competitor
Whoever pays the most
I don't know
Who would you most want to own your business 15 years from now?
Myself / status quo
A family member / child
A current manager / group of managers
My employees
Private equity
Strategic buyer / a competitor
Whoever pays the most
I don't know
How often do you receive outreach from parties interested to buy or help sell your company?
*
Daily
Weekly
Monthly
Rarely
Never
On a scale of 1-10, how prepared do you feel for an eventual transition of ownership?
*
Unprepared
1
2
3
4
5
6
7
8
9
Very Prepared
10
1 is Unprepared, 10 is Very Prepared
Which topics are of particular interest to you? (select all that apply)
*
Mechanics of private equity investments
Proactive steps to increase enterprise value ahead of a transaction
Networking with other owners considering outside growth investment
Networking with other owners considering selling their companies
Major transaction regrets and how to avoid them
Please share any additional objectives you have for attending the retreat:
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Interview Scheduling
We'll setup 30 minutes to discuss your application and orient you to the details of the retreat
Appointment
*
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Application Submission
Please select desired retreat date for attendance. Registration is limited to the first 25 eligible attendees.
*
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Retreat - Q4, 2024
November 7 - 10, 2024 West Palm Beach, FL
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5,000.00
Retreat - Q1, 2025
February 20 - 23, 2025 West Palm Beach, FL
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5,000.00
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