ACE Solutions LLC Business Readiness, Funding & Growth Audit

ACE Business Audit

Complete this form to help us assess your business's current status and growth potential.
Client Information
Full Name

First NameMiddle NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Physical Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Preferred Contact Method
Business Idea & Vision
Describe your business idea
Mission statement
Products or services offered
Target customers
Competitive advantage
Short-term goals and long-term goals
Business Formation & Compliance
Legal Business Name
DBA / Trade Name
EIN
State Registration Status
Operating Agreement Status
Bylaws Status
Licenses Status
Business Insurance Status
Website URL
Social Media Presence

Other
Tax Filing Status
Banking & Financial Infrastructure
Do you have a business bank account?
Do you accept card or online payments?
Which accounting software do you use?
Which payroll system do you use?
Approximate monthly business revenue (USD)
Approximate annual business revenue (USD)
Approximate monthly business expenses (USD)
Is your business currently profitable?
Business Credit Profile
D-U-N-S Number
Business Credit Score (Experian Intelliscore)
Business Credit Score (Equifax)
Business Credit Score (Dun & Bradstreet PAYDEX)
Number of Tradelines
Number of Business Credit Cards
Number of Vendor Accounts
Existing Business Debt, Collections, Liens, or UCC Filings
Types of Credit Accounts Held

Other
Personal Credit & Funding Readiness
Personal credit range
Funding challenges
Existing loans or financing
Credit goals
Grants & Funding History
Which types of funding have you pursued?

Other
Grants applied for
Total grant funding received
Total loan funding received
Total investor funding received
Total crowdfunding raised
Do you need grant writing support?
Operations & Team
Number of Employees
Systems Used

Other
Operational Challenges
Marketing Channels Used

Other
Primary Sales Process
Client Acquisition Challenges
AI & Automation Assessment
Are you interested in implementing AI or automation in your business?
Growth Goals & Strategic Priorities
Target annual revenue for the next 12 months ($)
Planned expansion areas

Other
Certifications desired

Other
Interest in government contracting
Interest in workforce development support
Relationship With ACE Solutions LLC
Services Interested In

Other
Preferred Engagement Level
Biggest Challenge ACE Solutions LLC Can Help Solve
Document Uploads
Business Plan

Cancelof
Final Commitment
Signature
Permission for ACE Solutions LLC to Prepare Recommendations
Should be Empty:

ACE Business Audit

Client Information

Business Idea & Vision

Business Formation & Compliance

Banking & Financial Infrastructure

Business Credit Profile

Personal Credit & Funding Readiness

Grants & Funding History

Operations & Team

AI & Automation Assessment

Growth Goals & Strategic Priorities

Relationship With ACE Solutions LLC

Document Uploads

Final Commitment