Business Owners

1

1. What is your main business goal?* This field is required.

Growth

Tax maximization

Evaluate Business Retirement Plan Options

Group Benefits: Health, Life etc.

Succession Planning

2

2. How is the business taxed?* This field is required.

Single Member LLC

S-Corp

C-Corp

Partnership

3

3. Including yourself, how many Partners are in the business?* This field is required.

N/A

1-3

4+

4

4. What is the annual revenue?* This field is required.

Under $1 Million

$1 Million to $3 Million

$3 Million to $5 Million

$5 Million+

5

5. When do you plan to exit the business?* This field is required.

Within the year

1 - 5 years

6 - 10 years

10 years+

6

6. What is your best estimate of investible assets?* This field is required.

Less than $100,000

$100,001 - $250,000

$250,001 - $500,000

$500,001 - $1,000,000

$1,000,001 - $3,000,000

$3 Million +

7

* This field is required.