• CGC Consulting Readiness Assessment

  • Welcome to the Consulting Readiness Assessment. About ten minutes. Your answers tell us where you are headed, how change happens in your company, and who decides, so our first conversation starts with what matters. Everything you share is confidential and used only to prepare for that conversation.

  • About You and the Company

  • Contact Information

  • Format: (000) 000-0000.

  • Company Details

  • Business Classification

  • Where you are headed

  • What are you planning toward?*
  • When do you expect that transition to happen?*
  • How long do you expect work with an advisor to take?
  • Are you looking for an outside view of what the business is worth, or confirmation of a figure you already have?

  • How change happens here

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  • Would you provide financial records (tax returns, statements) for review?

  • Decisions and investment

  • A transition engagement runs twelve months. Which monthly range can the business support?

  • Final details

  • What would be the most valuable next step for you?*
  • How did you hear about Concentric Global Consultants?

  • Thank you for completing the Consulting Readiness Assessment.

    We'll review your responses and follow up within 48 hours with our recommended next steps based on your specific situation and priorities.

    If you have any immediate questions, please don't hesitate to contact us at Hello@Concentric-Global.com or Office: 239.920.4729.

     

    Concentric Global Consultants
    www.concentric-global.com

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