Hi there, thanks for being here.
Before we jump on a call, I'd love to learn a little about your business first.
It means when we do speak, I won't waste your time asking basic questions. Instead, I'll come prepared with real numbers and insights specific to your situation.
Here's all you need to do:
There are no right or wrong answers. The more honest you are, the more useful our conversation will be for you.
Don't stress about being exact. A close estimate is perfectly fine.
That's it. Grab a coffee and work through it at your own pace.
Nothing you share here goes anywhere. It's just between us.
Once you're done, book a 30-minute call and find out exactly where your business sits on the valuation spectrum and what it would take to move it up. Booking link will be provided on the last page.
If you require a mutual NDA before completing this pre-meeting questionnaire or attending the discovery meeting, you can generate one here automatically for signature.
Let's get started. 20 easy questions. 10 minutes tops.
