Name *

First Name

Last Name

Phone *

(###)

###

####

Which topic will we discuss? *

New Business

Expansion

Exit Strategy

Financial Comprehension

An up-to-date Profit & Loss statement will allow us to have the most effective conversation. Can you this for our call? *

Yes

I have a P&L, but it's been a few months/quarter since updated

No, but I keep track of revenue & expenses another way

No, I have no P&L or revenue+expenses forms

If you have, or plan to have, team members are they: *

W2 Employees

1099 Contractors

Do you have a brick-and-mortar business? *

Yes

No