Business Transition Specialists: Fit Call Qualification

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Business Transition Specialists: Fit Call Qualification

This short questionnaire helps determine whether Business Transition Specialists is the right advisory partner for you and whether now is the right time to begin exit planning.

Exit planning is not a transaction. It is a disciplined process of building value, reducing risk, and creating real options before urgency forces decisions. Exit planning is not about leaving your business. It is about running it well enough that leaving becomes an option. Exit planning is really nothing more than just good business planning.

Please complete the questions below so we can assess fit, priorities, and timing.

Email *

This is likely a fit if you (check all that apply):

Own a privately-held business and would like to make it easier to run and grow without it depending solely on you to do so.

Have a significant portion of your net worth tied to the business.

Expect to exit, retire, or transition ownership within the next three to ten years.

Want an objective view of value, risk, and transferability (Business Valuation).

Are open to examining the business from an independent buyer’s perspective.

Understand that exit readiness is built through preparation and execution, not last-minute decisions.

If something were to prevent you from returning to work permanently, do you have a contingency plan in place to keep the business operating and protect its value?

Are you interested in compensation strategies to attract, engage and

retain key employees to help you harvest the maximum value for your business?

Are you interested in learning more about your various exit options?

Required

Fit Call Questions

What best describes your ownership role?
*

Owner-Founder

Owner-Partner

Majority Owner

Other

How much of your personal net worth is tied to the business?

Less than 25 percent

25 to 50 percent

50 to 75 percent

More than 75 percent

Clear selection

When do you expect to transition ownership or materially change your role?
*

Less than 1 year

1 to 3 years

3 to 5 years

5 to 10 years

Not sure yet

What outcome are you most focused on right now?
*

Improving cash flow and profitability

Reducing owner dependency

Understanding true business value

Preparing for an internal transition

Preparing for a future sale

Creating options and flexibility

Which statement best reflects your mindset today?
*

I want clarity before making any major decisions

I know value could be higher but do not know where to focus

I am concerned about risk and transferability

I want to be prepared before timing or pressure dictates outcomes

Are you prepared to invest time and resources into strengthening value significant time if the fit is right?

Yes

Not sure

Clear selection

Clear form

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