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Coastal Consulting Questionnaire
First name
*
Last name
*
City and State of Residence
*
Phone
*
Email
*
What was your company’s annual revenue last year?
*
Less than $500,000
$500,000 – $1,000,000
$1,000,000 – $3,000,000
$3,000,000 – $5,000,000
$5,000,000 – $10,000,000
$10,000,000 – $20,000,000
$20,000,000+
What was your estimated (before-tax) profit margin in your most recently completed financial year?
*
We lost money
0–10%
11–20%
More than 20%
Unsure
How involved are you in the daily operation of your business?
*
The business runs without me.
I’m involved, but it could run without me.
It depends on me to run.
Do you have a strong management team in place?
*
Yes, team capable of running business without me.
Yes, but there are gaps in management.
No experienced management team in place.
What percentage of your overall revenue did your largest customer represent last year?
*
1–15%
16–25%
26–50%
51%+
Unsure
How organized and up to date are your business financials?
*
Yes, everything is ready (P&Ls, Tax Returns, Balance Sheets).
Somewhat, I have partial info.
No, they are not in order yet.
How much financial planning (with or without an advisor) have you done to ensure you can maintain your desired lifestyle after exiting your business?
*
I have not started any financial planning.
I have thought about it but haven’t taken action yet.
I have done some planning, but it’s incomplete.
I have a plan, and I don’t need the business sale proceeds for retirement.
I have a detailed and up-to-date financial plan.
Do you have a succession, exit or transition plan defining your eventual exit from the business?
*
Yes, a plan is in place
Yes, but the plan is incomplete
No plan
How soon are you considering a sale?
*
As soon as possible
Within 6-12 months
1-2 years
2+ years
I’m unsure
I’m not considering selling
11. Please briefly describe the industry your business is in.
*
Submit
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