Business Owners Information

Name

Business Information

Website

Name

Your Information

Email

Tell Ten at

Ownership %

If not sole owner, total number of owners

How did you get started in your business?

What makes your business different from your competitors?

What is your strategic vision for your company?

What challenges do you anticipate in the next 3 to 5 years?

Tell me about the key employees who are critical to the success of your business.

How would your business be impacted if an owner or a key employee left your company?

Information About You and Your Business

Is there anything else you believe is important for me to know at this time?

NOTES

Ten common business owner goals are listed below. Please identify your top three priorities for the next 1 to 3 years, For your business

Prioritizing Your Goals

For you and the other business owners

Protecting my family’s income in the event of my death
Receiving tax-efficient benefits paid with company dollars
Efficiently transferring my business interest in the event of my disability, retirement, or death
Receiving a fair price for my business interest
Equitably distributing assets to my children who are not involved in the business

For your key employees

Rewarding and retaining my key employees by providing them tax-efficient benefits
Protecting my key employees’ income in the event of their death

For all employees

NOTES

Date of Initial Discussion:

Dates of Review:

Information About You and Your Business