Business Evaluation Form
Email address *
Company Name
Your answer
Contact Name
Your answer
Your answer
Website Address (URL)
Your answer
Business Address
Your answer
Service of Interest
Which of the following professionals do you use regularly? *
Current Annual Revenues
Your answer
Current Annual Expenses (do not include payroll)
Your answer
Price Range of Products /Services
Current Marketing Methods
Current Employee Mix *
Breakdown how many of each employee type you have (ex: 15 sales people 5 admin people 3 managers)
Your answer
Payment Terms Offered
Payment Forms Accepted
Service Areas
Business Organizations Membership
Problems and Challenges Impeding Your Growth
Revenue Goals for Next 12 Months
Credit Status
Credit Card Processing Volume
What Type of Business or Professional Service Provider Would Be Your Ideal Referral or Joint Venture Partners?
Your answer
Have you ever used events/speaking opportunities to promote your products/services?
Do you currently do business with the U.S. Government?
If you are seeking financing for your business, do you at least have 10% to put towards it?
Several of our programs rely on cost cutting methods to offset cost of programs to make them "no direct out of pocket cost" to our clients, if we can reduce your current expenses in several areas through audit or just going with better vendors, are you willing to comply with a cost reduction plan?
A copy of your responses will be emailed to the address you provided.
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