RISR Intake Form

Owner Name

First NameLast Name

Date of Birth

Date

Business Name

Industry & NAICS Code

Tax Structure

What percent of the company do you own?

How many customers does the business have?

What percent of revenue is generated by the top 5 customers?

What percent of revenue is recurring?

What percent of revenue is renewing?

What percent of revenue is one-time?

What percent of revenue relies on one vendor?

Who maintains your financial records?

If you left the business, how likely is a decline in revenue/profit?

Think of key employees. If they left, how likely is a decline in revenue/profit?

Do you have a buy-sell agreement and funding was reviewed?

What is most important to you when the time comes to exit your business?

(Rank the following exit priorities from 1 to 5 by a placing a number for each)

Maintain control over the timing and terms of the exit

Maximize the financial value of the exit

Preserve the business mission, values, and culture

Step away completely after the transition

Stay involved in the business after the transition

What does a successful exit from your business look like?

How much cash from exiting the business are you relying on to fund your retirement?

I need at least this much from an exit to fund my retirement:

Or,

I need at least this much annual income from the proceeds in retirement:

Exit Readiness Checklist

The following checklists help us understand and score how prepared you and your business are for an exit. Check a box for each item completed.

Personal Readiness:

Business Readiness:

Please upload any relevant documents