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Establihsed Business Client Discovery Information
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Name
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First
Last
Age
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Sex
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Male
Female
Cell Phone Number
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Business Phone Number
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Primary Email
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Secondary Email
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Company Name
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Business Address (City, State, Zip)
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Years in business
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EIN
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Number of Employees
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LinkedIn URL
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Facebook URL
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Twitter URL
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Instagram URL
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YouTube URL
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Any Other Social Media
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What industry is your business in?
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Is the industry you are operating in heavily regulated? (ie: Medical, Oil, Securities ect..) Give supporting detail
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What Product(s) or Service(s) does your business to provide to the market? (Company Description)
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What is the current outlook of your industry? Is it growing or shrinking? (Give supporting detail explaining your answer)
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What uniquely distinguishes your business from any other business in your industry? (Describe how your product or service is different as well)
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Who are the top 3 industry leaders of your industry and what does each company gross in dollar amount each year?
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Who are the top 3 competitors to the industry leaders of your industry and what does each company gross in dollar amount each year?
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What about the above 6 companies products or services distinguishes them from the rest of the competition?
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For your industry / business: is there a certain time of year in which the sales volumes and profit margins increase or decrease significantly based on weather, holidays, or national events?
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What type of business model do you have? (Retail, wholesale, direct sales, e-commerce ect...)
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What must stay consistent or grow in order for your business to operate, grow, and become profitable?
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Does your business rely on any intellectual property, company secrets, trademarks, or patents; if stolen would hinder its growth?
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Yes
No
What is the total gross revenue for your industry domestically and internationally?
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How much of your industry market share do you foresee your business owning in the next 5 years? (Explain your answer)
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How much capital do you think you need to continue to grow your business? (Please detail these expenses. ie: Build out, manufacturing, research and development, marketing, operating capital, ect..)
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How much capital are you personally able to invest in efforts to growing your business?
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How many partners are in your business?
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What are the current issues your company has you would like to solve?
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Comment
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Please provide us a SWOT of your business. (Strengths, Weaknesses, Opportunities, and Threats)
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Who are you ideal clients? (Size, revenue opportunity, industry, years in business, or other demographics)
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Please provide your Profit and Losses (P&L Statement)
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Max file size: 20MB
Please provide your balance sheet
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Max file size: 20MB
Please provide your business plan or any supporting business documents
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Max file size: 20MB
What services are you looking for us to provide?
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Management
Advisory
Business Development (Sales, Marketing, & Growth)
Insurance Advisory
Real Estate Advisory
Investment Advisory
Financial Advisory
Please provide any additional information you would like for us to know or consider.
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Please provide us feedback about our process thus far.
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