Preliminary Discovery Form
Thank you for your interest in Pathway Partners Foundations! Before scheduling your free 15-minute call, please help us learn a bit more about you so we can make the best use of our time together.(All information is confidential and used only for assessing how we can help you.)
Business Name
*
Business Website (if applicable)
Type of Business/Industry Sector
Business Owner
*
First Name
Last Name
Age of Business
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Initial Contact
Phone Call
Text
Email
Which of the following areas do you need help with the most? (check all that apply)
Organize and understand my business finances
Improve cash flow management
Reduce or restructure debt
Plan for taxes and set aside funds appropriately
Evaluate or update insurance coverage
Prepare for business growth or expansion
Improve recordkeeping and financial reporting
Build employee benefits or retirement plans
Plan for succession or exit strategy
Understand potential business valuation
Protect the business from unexpected risks
Increase overall profitability
Other
How would you describe your current financial situation? (check all that apply)
I feel on top of things — business operations and finances both feel under control.
I’m good at the work but struggle with the business/financial side.
I feel overwhelmed trying to balance everything.
I have strong growth opportunities but need help managing them.
I’m comfortable day-to-day, but unsure if I’m set up for the future.
I feel like I’m constantly putting out fires instead of planning ahead.
I’d like to be more organized and have clearer systems in place.
Submit
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