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Stage 2 Business Owner Survey
Required Required Question(s)
Required 1.

Thank you for taking the time to help us better understand the business owner community by completing this brief survey.  All information you provide us will be kept confidential.  WE WILL NOT CONTACT YOU UNLESS WE NEED FURTHUR CLARIFICATION ON ONE OF YOUR ANSWERS.
First Name:
Last Name:
Company Name:
Work Phone:
Email Address:
emailaddress@xyz.com
Postal Code:

2.

When you began your business, you probably spent significnat time building strategies and planning.  Do you find that you now spend the majority of your time working IN your business (day to day activities) or ON your business (planning for continued success)?
I work IN my business most of the time
I spend some time working ON my business....but not enough.
I spend an appropriate amount of time working ON my business.
  • Comment:

  • 500 characters left.
3.

Business owners often lose sleep over issues related to their busness and the future.  Which of these questions keeps you awake at night? (Check all that apply)
What if I don't want to do this anymore?
What if something happens to me? What happens to my family, my employees, my business?
What if a key employee leaves?
What if cash flow turns negative and doesn't improve?
Other  
  • Comment:

  • 500 characters left.
4.

The "job" of business owners is often a lonely one.  When I need people to discuss and share ideas I often turn to.....
My attorney
My CPA
A business peer
A business advisor besides my attorney or CPA
A relative
Other  
  • Comment:

  • 500 characters left.
5.

We often set goals and objectives for our business.  Sometimes issues arise that keep us from achieving these goals.  We call these "roadblocks".  Please describe the "roadblocks" that stand in your way of you achieving your business and professional goals.
 

  • 1000 characters left.
6.

Please describe the most pressing issue facing your business right now.
 

  • 1000 characters left.
7.

A key employee is someone who contributes significant value to your company.  This key empoyee can't be replaced easily, they have a combination of skills, experience and or personality that make them uniquely suited to bring value to your company.  How many key employees do you have now?
1
2
3
4
5
6 to 10
More than 10
  • Comment:

  • 500 characters left.
8.

Many business owners like you often identify a variety of unresolved questions.  Please rate the following issues based on your personal level of concern.
 Very Concerned Concerned Somewhat Concerned Not Concerned N/A 
Cash Flow
Employee Morale
Usure of how you will cash out and leave your business when the time comes
Loss of a key employee
Cost of your benefits program
Minimizing taxes
Unaware of 401(k) fiduciary responsibilities
Buy/Sell agreement is not complete, not up to date or missing items (divorce, death, business dispute resolution)
I don't have a financial continuation plan if I get sick or die
Other (please specifiy)
  • Comment:

  • 500 characters left.