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Acquisition Advisory
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Step
1
of 14
What is your primary objective for the acquisition?
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Business Expansion (New Markets or Products)
Vertical Integration (Supply Chain or Distribution Control)
Strategic Partnership
Investment Opportunity
Other
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What type of acquisition are you considering?
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Asset Purchase
Stock Purchase
Merger or Consolidation
Joint Venture
Other
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Do you have a target industry or sector for acquisition?
Next
What size of business are you looking to acquire?
Small (Revenue under $1 million)
Moderate (Revenue $1 million - $5 million)
Larger (Revenue $5 million - $10 million)
Next
What is your expected timeframe for the acquisition process?
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Immediate (Next 1-3 Months)
Short-Term (3-6 Months)
Mid-Term (6-12 Months)
Long-Term (1+ Year)
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Have you identified specific acquisition targets, or are you seeking guidance on target identification?
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I have specific targets in mind
I am looking for guidance in identifying targets
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What is your budget for this acquisition?
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Under $500,000
$500,000 - $2 Million
$2 Million - $5 Million
$5 Million - $10 Million
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How would you like me to support you?
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Target Identification and Due Diligence
Negotiation and Deal Structuring
Financial Valuation and Analysis
Post-Acquisition Integration Support
Comprehensive, End-to-End Support
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How would you like us to collaborate on this project?
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Strategy Planning Only
Strategy + Execution
Execution with Minimal Oversight
Comprehensive, Ongoing Partnership
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What financing strategies are you considering for this acquisition?
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Cash Purchase
Financing (Bank Loans or Investor Support)
Seller Financing
Combination of Options
Not Yet Decided
you considering What
Next
Are there specific challenges you foresee in this acquisition?
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Examples include valuation disagreements, integration challenges, securing financing, or market competition.
Next
What qualities or values are you seeking in the acquisition target?
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Established Customer Base
Strong Brand or Reputation
High Revenue Growth Potential
Stable Cash Flow
Innovative Product or Service
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Additional Notes or Details About Your Acquisition Goals:
Describe any other goals or important considerations that will make this acquisition a success.
Next
Name
*
First
Last
Email
*
Phone
*
Submit
Business Advisory
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Step
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of 8
Which type of business consulting service are you interested in?
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Business Plan Development
Market Research / Competitive Analysis
New Product, Service, or Channel Development
Sales & Marketing Strategy
Operations & Performance Improvement
Next
What industry and sector does your business operate in?
*
Next
What is the size of your business?
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Individual
Fewer than 10 employees
10 - 50 employees
50 - 200 employees
200 - 500 employees
500+ employees
service these What
Next
What is the scope of this project?
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One-Time Need
Ongoing Consulting
Other
Next
When do you need these services to begin?
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Immediately (this week)
Within the next two weeks
Within the next month
Within the next two months
Other
Next
What is your preferred working arrangement?
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In-Person Only
Comfortable Working Virtually
Virtual with Regular On-Site Meetings
No Preference
Next
Additional details about your business consulting needs:
Are there critical deadlines? Do you have specific project objectives? Any unique context to your business needs that would be helpful to know?
Next
Name
*
First
Last
Email
*
Phone
*
Submit
Client Acquisition Advisory
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Step
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of 11
What stage is your business currently in?
*
Startup (Pre-Revenue)
Early Growth (Generating Revenue, Still Testing Markets)
Scaling (Stable Revenue, Looking to Expand Market Share)
Established (Consistent Revenue, Focus on Optimization)
Other
Next
What are your primary goals for client acquisition?
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Increase New Leads
Improve Lead Conversion Rate
Expand into New Markets
Enhance Client Retention
Boost Brand Awareness
Other
Next
What methods have you used for client acquisition so far?
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Digital Advertising (Google Ads, Social Media Ads)
Organic Marketing (SEO, Content Marketing, Social Media)
Direct Sales (Cold Calling, Outreach, Networking)
Referral Programs or Partnerships
Event Marketing (Trade Shows, Conferences)
Other
Next
What type of client acquisition strategy are you interested in?
Digital Marketing Strategy
Sales Process Optimization
Market Expansion Strategy
Referral and Partnership Development
Other
Next
Who is your target audience?
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B2B (Business to Business)
B2C (Business to Consumer)
Both
Other
Next
How large is your target audience or market?
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Small (Local or Regional)
Medium (National)
Large (International)
for for your
Next
What budget do you have for client acquisition?
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Small (Less than $5,000 per month)
Moderate ($5,000 - $20,000 per month)
Large (Over $20,000 per month)
Not Sure/Depends on the Plan
Next
What timeframe are you looking at for achieving your client acquisition goals?
*
Immediate (within the month)
Short-Term (1-3 months)
Mid-Term (3-6 months)
Long-Term (6 months+)
Next
How would you like us to collaborate on this project?
*
Strategy Planning Only
Strategy + Execution
Execution with Minimal Oversight
Comprehensive, Ongoing Partnership
Next
Are there any specific challenges or obstacles you're currently facing in client acquisition?
*
Mention any barriers such as market competition, customer retention issues, budget constraints, or unclear brand messaging.
Next
Name
*
First
Last
Email
*
Phone
*
Submit
Executive Coaching
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Step
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of 6
What specific areas do you need support in?
*
Creating a 90-Day Plan or Conducting a 360-Degree Review
Navigating Organizational Politics and Processes
Balancing Work and Life Priorities
Developing a Strategy to Enhance Leadership Presence
Accelerating Momentum in Your Current Role
Clarifying Goals and Developing an Action Plan
Other
Next
Who is this coaching intended for?
*
Myself
My Team
Company Leaders
Other
Next
areas specific Phone
What is your preferred method of working with the executive coach?
*
In-Person Only
Comfortable Working Virtually
No Preference
Next
Please describe your current position and what you need the most help with. Is there anything else the coach should know?
*
Outline your main objectives, unique challenges, or specific areas where you'd like to see improvement or growth.
Next
When do you need these services to begin?
*
Immediately (this week)
Within the next two weeks
Within the next month
Within the next two months
Other
Next
Name
*
First
Last
Email
*
Phone
*
Submit
Leadership Coaching
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Step
1
of 6
What area of leadership coaching are you seeking?
*
Management Skills
Communication Skills
Strategic Planning
Sales Leadership
Company Culture Development
Other
Next
Who is this coaching intended for?
*
Myself
Small Business Team (fewer than 50 employees)
Large Business Team (more than 50 employees)
Next
What is your preferred method of working with the leadership coach?
*
In-Person Only
Comfortable Working Virtually
No Preference
Next
What are your goals in seeking leadership development coaching? Is there anything else we should know?
*
Describe your specific goals or challenges in leadership, any critical deadlines, or any unique aspects of your business that would help the coach tailor the approach.
Next
When do you need these services to begin?
*
Immediately (this week)
Within the next two weeks
Within the next month
Within the next two months
Other
Next
Name
*
First
Last
Email
*
for? working coaching
Phone
*
Submit
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