Business DetailsKey Contact Name*Key Contact Email* Key Contact PhoneBusiness Name:Who else are Key Decision Makers?Business Type (Select all that apply) Sole Proprietor Partnership LLP Private Limited Company (PLC) Incorporated (Numbered) Ltd Incorporated (Named) Ltd Incorporate (Numbered ) Inc. Incorporated (Named) Inc. Have an Advisory Board Have a Board of Directors (no committees) Have a Board of Directors (1 or more committees) What was your $Revenue Sales last year? (name the fiscal year)*What was your $Revenue Sales the Previous Year (Name the Fiscal Year)CEO Name:President/GM/COO Name:Business Anniversary Date and AgeCFO/VP Finance Name:VP HR/HR Lead/HR ConsultantAccountant Name:Number of Employees (and contractors)Who provides your employee benefits?Fleet Size No Fleet 1-5 6-15 16+ Do you have a Fleet Management Strategy?NoNo, but I'd like to learn moreYesYes, but I'd like to know if it's saving me time or moneyDescribe your business in your own words...What defines Success for your business?What defines Success for you?What is the vision you have for your business? (It's okay to not know it)What is the Mission you have for your business?What are your businesses greatest strengths? (what makes your customers buy from you?)What are the main weaknesses in your business? (limit your sales, your growth, or profitability?)What areas of your business (or industry) are your greatest opportunity for future growth?What are the three biggest worries/concerns you have about your business today?What is your specific competitive advantage? What could it be?What are your top 3 business goals?1st Top Priority Goal2nd Top Priority Goal3rd Top Priority GoalYour Business CurrentlyWhat constraints will slow down or prevent you attaining these goals?What activities should you abandon, eliminate or stop in order to free up more time for higher value activities?Are you currently satisfied with the level of performance from your team? What would you like to improve?Is your business performing at a level you had hoped for when you started? Are you satisfied with your current level of income you receive from your business?My Current Business Valuation is ($EBITA)Your Business in the FutureWhen will you exit your business? What will that look like?What is your preferred Exit Strategy?Sell Outright / Merge with another businessLegacy / Succession to employee (no longer own)Legacy / Succession to family (no longer own)Succession (retain ownership but no longer run it)Walk awaySell at top value and Highest Good WillSell at mid-value and low/modest Good WillI want out NOW!I want to sell my business for $(EBITA)I want to sell in the year:I am committed to the success fo my business and am most interested in:Finding and Hiring the "right" people for my business.YesNoN/AI would like to improve my teams performanceYesNoN/AI would like to have more of the "right" clientsYesNoN/AI would like to be more confident about how to grow my businessYesNoN/AI would like to be able to work fewer hours (or go on vacation) without concern for my businessYesNoN/AI would like to be confident I have the right business strategy in placeYesNoN/AI would like know if I have the right pricing structure/model in placeYesNoN/AI would like to reduce my costs, so I can increase profitability.YesNoN/AI would like to reduce my costs, so I can increase profitability.YesNoN/AI would like to improve my Marketing/Sales, so I can increase profitability.YesNoN/A
