This profile helps us understand your business, personal financial picture, and what matters most to you. There are no right or wrong answers — only a clearer picture of where you are and where you want to go. Everything shared is strictly confidential.
Full Name & Business Name
Date
Referred By
I.
The Business
Industry / Type of Business
Years in Business & Legal Structure (LLC, S-Corp, C-Corp…)
Approximate Annual Revenue
Number of Owners / Partners
Do you have a buy-sell agreement in place?
II.
Exit & Transition Planning
Have you thought about an exit or transition strategy?
Ideal exit timeframe
Most likely exit path (check all that apply)
Has the business been formally valued?
III.
Personal Financial Picture
Outside of the business, primary assets include (check all)
Do you have a personal financial plan?
What does retirement / financial independence look like for you?
Do you currently work with an advisor or CPA?
IV.
Corporate Cash & Capital
Approximate cash/investments held in the business
How is that cash currently managed?
Does the business have a formal Investment Policy Statement?
Planned uses for excess cash (check all)
V.
Priorities & Goals
Rank your top 3 financial priorities (enter 1, 2, or 3)
Grow / protect business value
Personal wealth accumulation
Exit / transition readiness
Tax efficiency & planning
Family / legacy planning
Risk management & protection
What is the #1 financial concern keeping you up at night?
VI.
What You’re Looking For
What prompted you to explore working with an advisor now?
What would a great advisor relationship look like? (check all)
Have you worked with a financial advisor before?
Decision timeline
VII.
Anything Else We Should Know?
Thank you for taking the time to complete this profile. We’ll review it before our conversation so we can make the most of our time together.
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Thank you, we’ll be in touch.
Your discovery profile has been submitted. Chris will review it before your meeting and reach out to confirm next steps. We look forward to the conversation.